Gary Morris Email & Phone Number

I am a multi award-winning, highly qualified and very experienced whole-of-market independent financial adviser/Chartered Financial Planner from Malvern, Worcestershire. I personally specialise in: Inheritance tax planning and trusts, Investments and Pensions including pension sharing and drawdown and finance planning for long-term care. I provide a high quality service to a small select amount of clients and see my clients on a regular basis to ensure that their plans are tax efficient and performing well against pre-determined benchmarks. I also keep my clients up to date with all legislation, tax and law changes. There is no cost for my first consultation and I have a clear charging structure being up-front & honest about my charges, which can be either fees or commission, depending on the area of advice. I became a Chartered Financial Planner in 2011 and obtained my Diploma in 2009.I have provided advice to many clients since 1995 with Pearl Assurance, Malvern Independent Financial Advisers with Positive Solutions for 8 years, and I now provide advice via 2plan. I feel this software provides me with better systems to provide more comprehensive specific advice. I aim to build long-term relationships with my clients by seeing them on a regular basis and helping them through all their financial planning problems. I have contributed to both BBC Hereford & Worcester Radio and Radio Wyvern programmes. The office is based in Malvern with easy parking for the elderly and disabled. I will also see clients in their homes in and around Worcestershire, Gloucestershire, Herefordshire and Warwickshire. My interests outside of work include football (a mad Liverpool fan), music (various tastes), snowboarding (only once a year unfortunately), golf (badly), comedy (watching) and classic cars.Recruitment Consultants please do not contact me, I am very happy as I am.Specialities: Investments, pensions, inheritance tax, trusts, finance planning for long-term care

Listed skills include Inheritance Tax Planning, Pensions, Financial Advisory, Strategic Financial Planning, and 44 others.