About us

We specialise in working with people who are generally retired and wish to take steps to both protect what they have now, as well as helping them pass on their wealth in the most tax efficient way, and considering other complexities of Later Life Planning. 

We offer a personal wealth management service. We do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to: 

  • Take steps to mitigate Inheritance Tax liability 
  • Protect assets against assessment for long-term care needs 
  • Invest to build or preserve wealth 
  • Invest to maximise tax efficient income 
  • Manage Cash and borrowings 

Aiming to keep our clients aware of the latest information within the markets is important to us. Examples of how we do this are by producing a WeekWatch - a weekly communication covering key market, economic and personal finance news., Quarterly Valuations and The Investor Magazine. 

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. 

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.


Testimonials

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My wife and I are most grateful to St. James's Place Wealth Management 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 a...
Anonymous

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.