
Gerard Morgan Wealth Management has a core mission to help people to plan for and reach their life and financial goals. I aim to provide you with a high quality, comprehensive service from someone you can trust.
My early career took place in financial services in Dublin before I moved home to get married and start a family. Since then I've worked for my family transport business before going out on my own, when I ran my own fruit and vegetable business. When an opportunity arose to combine my financial services skills while retaining my passion for being self-employed, I was glad to take on the challenge.
I know all about juggling family life and busy work commitments. Before I started this new career, I often thought about taking time to organise and plan my own financial affairs (particularly when I was self-employed). I had good intentions but we all know where that road leads! I found it hard to find the time and even with my background, found it hard to decide what to do.
Embarking on this new career, I'm driven by the fact that in this role I will be able to provide people with expert advice to plan and develop their financial futures, something I wish I had of availed of years ago. So if you think I could be of service, I would be more than happy to talk to you and cover areas such as:
I am an Appointed Representative of St. James's Place who share my focus on delivering for clients both now and in the long term.
We offer an excellent wealth management service which will help you achieve your goals
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 11/06/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.