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Neil Morris

Chartered Financial Planner, FPFS FCA MBA

A Chartered Financial Planner, I provide trusted financial advice to individuals across Yorkshire. My advice is tailored to you, providing peace of mind and helping you to achieve your goals.

About

NEIL MORRIS FINANCIAL is based in Harrogate and serves clients across Yorkshire.

As a Chartered Financial Planner, I provide trusted financial planning advice and wealth management services, providing peace of mind to my clients, helping them to achieve their goals.

My clients include a wide range of successful and affluent people; business owners and company directors, partners in professional services firms, the self-employed, employed, and retired people, as well as trustees, all of whom value my ability to help them plan and arrange their finances in a way that helps them to help achieve their goals and objectives.

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.
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Promotions

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Advice and services

We offer an excellent wealth management service which will help you achieve your goals

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 establishin...

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.

SJP Approved 28/05/2025

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.