An Associate Partner Practice of St. James's Place Wealth Management
Neil Morris Financial
Neil Morris
Chartered Financial Planner
I am a Chartered Financial Planner. Chartered Status is the profession's gold standard for financial planners.
Although I no longer practise, I have also qualified as a Chartered Accountant and Chartered Tax Adviser, so clients can rest assured that by working with me they are dealing with an extremely well-qualified and experienced professional.
My earlier career has included time spent in senior roles in large financial services organisations as a strategy expert as well as time in international accountancy consultancies working in corporate finance and corporate tax consulting.
I have always been passionate about my on-going professional development, and in addition to my professional qualifications I hold an MBA with distinction.
My service is based on the principles of expertise, professionalism, friendliness and trust.
About
I offer a comprehensive personal face-to-face financial advice service.
There is no such thing as a typical client, and my clients include a wide range of successful people; business owners and company directors, the self-employed, employees and retired people, all of whom value my ability to help them plan and arrange their finances in a way that helps them to protect and improve their financial position through effective and joined up financial planning.
My goal is to help each client to achieve their financial aims and objectives, by providing a bespoke financial planning service based on individual needs and aspirations.
The success of my Practice depends on each client having a trusted on-going relationship with me, which is why I believe that giving face-to-face advice is vital.
Clients say that they value the time I spend listening to them to understand their concerns and goals, along with my ability to provide effective solutions.
My Practice grows though word of mouth which is based on my approach and the quality of the service I provide.
There is no such thing as a typical client, and my clients include a wide range of successful people; business owners and company directors, the self-employed, employees and retired people, all of whom value my ability to help them plan and arrange their finances in a way that helps them to protect and improve their financial position through effective and joined up financial planning.
My goal is to help each client to achieve their financial aims and objectives, by providing a bespoke financial planning service based on individual needs and aspirations.
The success of my Practice depends on each client having a trusted on-going relationship with me, which is why I believe that giving face-to-face advice is vital.
Clients say that they value the time I spend listening to them to understand their concerns and goals, along with my ability to provide effective solutions.
My Practice grows though word of mouth which is based on my approach and the quality of the service I provide.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
Having been a client of Neil’s for a couple of years, I have always been impressed and reassured by his breadth of knowledge and friendly approach. He has advised me on my pension options, facilitated life and critical illness cover for my husband and me, and more recently advised on establishing a...
Helen Gardiner |Barrister, Leeds
Neil has been my financial adviser for the last couple of years, Neil's explanations of the policies available is great, he spends time to find the best policies to suit my individual requirements in a subject that frankly is a minefield to me. I have no hesitation in recommending Neil and his team ...
Sarah Godfrey |Director, West Riding Recruitment
Neil has a professional and friendly approach to his advice. His suggestions are practical and reflect our current requirements with options for when circumstances change. Neil is very thorough which gives me confidence that he has the information needed to make well considered recommendations
Partner, Name Supplied
My partner and I have been working with Neil for over 12 months. We both feel very comfortable with him, and with my partner being self employed have found his support, advice and knowledge really useful. Ongoing review meetings are also beneficial for continuous investment, and we feel confident Ne...
Danny Woolley, Leeds |Leeds
I have been using Neil’s services for the last year and find his financial advice clear and concise. He has helped me to reconcile my financial affairs, ensuring that I have the right level of life & critical illness cover. I would not hesitate to recommend Neil and his service.
Mr C Brown |Business Analyst
I would happily recommend Neil and his services. He explains things in a friendly straightforward manner and gives real insight into the options available as well as sound reasoning in helping make decisions. Working with Neil definitely feels as though you are in safe hands.
Richard Price |Director
I would not hesitate in recommending Neil and his services. He has been very approachable from the outset and is always at hand to answer any questions or offer advice. He takes a very personable approach and is forever putting your best-interests first. Thanks Neil!
Joseph Ellis |Director
Working with Neil has been a breath of fresh air. The manner in which he explains things and the way he conducts himself is fantastic. He has an approach that I have never witnessed from any other financial adviser. He has not only provided excellent advice but has also become a good friend. I would...
Karl Cole |Director
Neil with his professional and friendly manner was willing to spend as much time as I needed to inform and explain my investment options. I feel reassured that I am able to contact Neil at any time for advice and that he will continue to support me in the future. I would be happy to recommend Neil...
Retired Registered Nurse |Harrogate
At our initial meeting with Neil he spent time exploring our situation and aspirations. Neil put us at ease with his relaxed and friendly manner. We felt valued, irrespective of the scale of our investment. We have confidence in the advice we have received and the speed at which this has been action...
Recently retired couple |Sheffield
Having recently been introduced to Neil, we have received some excellent and thoughtful investment advice. His friendly and personable approach and client service is exceptional and we already feel like we have a trusted adviser to support us over the years to come.
Chartered Accountant |Harrogate
Right from the outset Neil explained everything in simple terms and I felt I could ask the daftest of questions. When dealing with personal financial matters it is imperative that you have trust in the person in front of you and with Neil I had this straight away. I now feel much more informed than ...
Mr E Portman |Company Director
My husband and I were both Solicitors and had heard things about pensions and other investments but never managed to get our heads around them enough to feel like we knew what we were doing. From the moment we met with you, you put our minds at ease and helped decode a lot of what seemed more compli...
Natalie Jackson |Company Director
I approached Neil as I was looking to ensure I had a secure and effective savings plan in place to help me get a deposit for my first house and also start a retirement fund. Having little knowledge of what was available to me for both of my needs, Neil was able to show me the options available to me...
Thomas Greenhalgh |Business Development Manager, Huddersfield
As a director of a busy IT company, SuperSys IT Services, I often prioritise business over my personal affairs, as there is often just not enough hours in the day. To this end when it came to dealing with my pension I was in need of help as I neither had the time nor the knowledge required to deal w...
Craig Tomlinson |Company Director
Neil provides clear and comprehensive advice that takes account of offerings from St. James's Place, but put into the context of our existing arrangements so that our planning is straightforward. Sometimes the decision is to take no action, which gives us confidence that Neil puts us, the clients, f...
Paul Ko Ferrigno |CEO, Harrogate
I have known Neil for a number of years and am impressed by his thorough and diligent approach. He has provided me with clear financial advice, having listened carefully to my personal position, providing a candid and full assessment.
Dan Mitchell |Professional Services – Town Planning, Harrogate
Neil has been fantastic helping us to get our finances sorted for now and the future. His knowledge and experience has helped us feel we’re making the right decisions for us and we can be confident our money is in good hands!
Danny Blackburn |Marketing Director, Leeds
For the first time, we have a clear view on our financial planning and picture of our future. Neil very quickly got an understanding of our financial situation and our life aspirations, making sensible and realistic recommendations on our requirements and then sourcing the best products on the marke...
Hannah Wildsmith |HR Senior Manager , Leeds
We have recently changed financial advisor, choosing Neil having known him for a number of years prior to him training as an advisor. We have been very impressed by his service, thoroughness and professionalism. He is consistently very responsive to queries and goes out of his way to assist, making...
Name Supplied |Partner, Deloitte LLP
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