Gary Morrison

DipPFS

Gary Morrison is the owner and Director of Gary Morrison Wealth Management a Senior Partner Practice with St. James's Place.

About

Gary Morrison Wealth Management offer an excellent level of service to all of our clients specialising in investment planning, pension planning, trusts* and inheritance tax planning, advising Directors on aspects of tax efficient exit strategies and general investment planning. Gary has over 27 years experience working in the Financial Services industry. Gary Morrison Wealth Management are experts in helping clients plan and attain financial security for themselves and their family’s future.

When Gary is not working he enjoys spending time with his family and takes a keen interest in Rugby.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

*Trusts are not regulated by the Financial Conduct Authority.

Testimonials

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My wife and I are most grateful to St. James's Place for converting our modest capital into Trusts* that now provide us with additional income while our original capital remains untouched and multiplies. We originally joined J Rothschild Assurance Group, with Christopher Eddison as...
Anonymous
*Trusts are not regulated by the Financial Conduct Authority.

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.

Gary Morrison Wealth Management is a trading name of Morrison Financial Associates Ltd. Morrison Financial Associates Ltd is registered in England and Wales, Number 09689613. Registered Office: Ebeneezer House, 5a Poole Road, Bournemouth, BH2 5QJ.