Firstly, Thank you for viewing my profile.I am in a fortunate position to being in a job that I am passionate about that helps my clients plan for financial security for them and their families futures.I have been in the financial services industry for over 30 years in a number of roles in sales and management from as far north as Shetland islands to the Isle of Wight. The last 20 years based on the South Coast of England.I specialize in the following areas; Estate planning, Investment planning, Advising Directors on aspects of tax efficient exit strategies, Building and maintaining long term relationships with my clients. I would look forward to meeting any potential new clients and you can contact me at my office on 01202 881842 or email me on gary.morrison@sjpp.co.uk. I also have a website www.garymorrisonwm.co.uk.
Gary Morrison Wealth Management is a trading name of Morrison Financial Associates Ltd and Gary Morrison Wealth Management 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.