An Associate Partner Practice of St. James's Place Wealth Management

Neil Morris Financial

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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.

Promotions

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Testimonials

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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
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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.

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.