Welcome to Neil Morris Financial
I offer trusted and professional financial planning advice & wealth management services to individuals, businesses and trustees throughout the country. My advice is bespoke to you, to help achieve your goals and objectives.
Neil Morris, Principal
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Promotions
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Chartered Financial Planner
Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree.
It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.
Testimonials
Item 1 of 19
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
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 ...
H. G, 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 ...
S. G, 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...
D. W, 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.
C. B, 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.
R. P, 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!
J. E, 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...
K. C. 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 t...
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 ...
E. P, 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...
N. J, 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...
T. G, Business Development Manager, Huddersfield
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...
P. K. F, 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.
D. M, 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!
D. B, 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...
H. W, 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
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 ...
H. G, 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 ...
S. G, 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...
D. W, 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.
C. B, 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.
R. P, 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!
J. E, 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...
K. C. 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 t...
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 ...
E. P, 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...
N. J, 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...
T. G, Business Development Manager, Huddersfield
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...
P. K. F, 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.
D. M, 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!
D. B, 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...
H. W, 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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SJP Approved 10/10/2023
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.
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