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Sam Morris

DipFS (BSc hons)

I’m a financial adviser specialising in helping high-earning professionals with variable incomes—like salespeople, recruiters, and business owners—build wealth and retire earlier. With years of experience navigating complex earnings structures, my proudest achievement is helping clients turn inconsistent income into a consistent retirement plan.

About

I founded this business to solve a problem I kept seeing: high earners with variable incomes—salespeople, recruiters, business owners—were making good money but had no clear long-term financial plan. Traditional advice didn't work for them. I knew there had to be a smarter way, so I built a Practice around turning unpredictable earnings into reliable wealth.

Promotions

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Advice and services

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

Intergenerational Wealth Management
Using your money to support other members of your family is personally rewarding – and a very practical way to show your love. We specialise in Intergenerational Wealth Management.

Testimonials

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Working with Sam Morris at St. James's Place has been a genuinely positive experience. From our very first meeting, Sam took the time to understand my financial goals and provided clear, well-informed advice tailored to my personal circumstances. His professionalism, transparency, and approachable m...
Private Client| Retired, 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 18/07/2025

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.