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.
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.
Financial-Planner-(CII)-Chartered-Gold.svg
Neil Morris

164 Walton Park, Pannal, Harrogate, North Yorkshire, HG3 1RJ

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

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

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
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 trust for our son’s benefit as well as general investments such as ISAs and cash savings. I would not hesitate to recommend Neil to anyone requiring financial advice, and I look forward to working with him for many years to come.
Helen Gardiner, Barrister, Leeds | 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 and look forward to continuing our relationship.
Sarah Godfrey, Director, West Riding Recruitment | 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 Neil will always help us make the best decisions. I wouldn't hesitate in recommending Neil.
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 | 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 | 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 | 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 have no hesitation in recommending to anyone and have already done so to members of my extended family.
Karl Cole, Director | 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 to any individuals requiring financial advice and support.
Retired Registered Nurse, Harrogate | 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 actioned. It’s reassuring to know that we can contact Neil at any time for advice or help.
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 | 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 ever before. Neil is always on hand for me to call to discuss anything that crops up. I would have no hesitation in recommending Neil due to his thoroughly professional and friendly approach and I look forward to a long relationship working together.
Mr E Portman, Company Director | 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 complicated than it actually is. Having worked with you over a number of meetings, which never felt as stressful as we initially feared, we now have a plan moving forward and I am in a position to do more planning with the business too. I've never felt as though you have pushed me in any one direction, other than to advise and provide guidance on the pros and cons of our options. The biggest win for me is the review we will have with you to make sure all of our wants and needs are covered. This gives a peace of mind that as and when we should be thinking about our finances, you will be on hand to help us do that.
Natalie Jackson, Company Director | 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 and the benefits of each. I can say with confidence that Neil has been a great asset to achieving my financial goals in the next few years as well as into the future and I would not hesitate to recommend Neil to anyone looking for the services he offers.
Thomas Greenhalgh, Business Development Manager, Huddersfield | 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 with this. After mentioning my requirements to Neil, he was able to not only arrange a time convenient with me, he was also able to meet with me at my office. During our meeting it was clear Neil was extremely knowledgeable in this area and was also able to explain the available solutions in a way that was understandable to a novice. I felt Neil provided a personal touch with his service, investing a lot of time in getting to know my financial plans for the future so he could provide the very best advice. For this reason, all my future investments will be with Neil and I would not hesitate to recommend Neil's services moving forward.
Craig Tomlinson, Company Director | 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, first.
Paul Ko Ferrigno, CEO, Harrogate | 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 | 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 | 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 market and saving us money. For the first time, we have a clear view on our financial planning and picture of our future. I would not hesitate in recommending Neil to anyone.
Hannah Wildsmith, HR Senior Manager, Leeds | 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 the process of arranging financial products easy and painless. I would wholeheartedly recommend Neil’s services. He has been fantastic in his dealings with us to date and we look forward to working with him again in the future.
Name Supplied, Partner, Deloitte LLP | Partner, Deloitte LLP

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
SJPWM-Crop-Blue.svg

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.

Neil Morris
Neil Morris Financial