Craig Morrison
BSc(Hons) DipPFS
I provide financial planning advice to individuals and businesses in and around the City of London and South East London. My advice is tailored to meet your personal and/or business objectives. My clients can expect understanding, integrity and follow through.
About
THE PRACTICE'S SERVICE PROVIDES:
- Understanding – truly understand what the client wants from their life and their financial products – in that order.
- Integrity – forcefully and faithfully represent the client’s interests with honesty, transparency and clarity.
- Follow through – clients will see a service that always produces what it says it will.
THE PRACTICE'S ONGOING RELATIONSHIP:
I am committed to building and sustaining long-term client relationships based on trust, superior service and the quality and practical nature of initial and ongoing advice. My goal is to help ensure financial peace of mind for you and your family across the generations. I act as a financial guide on your life journey, providing highly personalised advice that enables you to make informed financial decisions to help achieve your goals.
THE TAILORED SERVICE THE PRACTICE PROVIDES TO YOU WILL INCLUDE:
- Face-to-face planning meetings either at home or at work
- Availability to speak on the telephone between review meetings to discuss any financial matters important to you as your needs change over time
- An agreed financial plan that moves you towards your goals
- Regular financial communications tailored to you and your interests
- Correspondence and literature that is clear and easy to understand
THROUGH THE PRACTICE'S REGULAR CLIENT SERVICE REVIEW MEETINGS, I WILL:
- Understand your evolving financial circumstances and objectives
- Adjust your financial plan to factor in any changes
- Help you maximise your annual tax allowances
- Help you to review your appetite for investment risk as your circumstances and priorities evolve, ensuring your investments continue to meet your requirements
- Encourage and listen to your feedback to ensure I maintain my exceptional standards
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
Promotions
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
More about St. James's Place
St. James's Place Guarantee
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 28/01/2025
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.
