Gary Morrison Wealth Management

Partner Practice of St. James's Place Wealth Management

Gary Morrison, Director

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

*Trusts are not regulated by the Financial Conduct Authority.

Pearl Morrison MBA, MSc, Fellow in HE, Director

Pearl is a Chartered Marketer with extensive experience in strategic marketing having worked in the business sector and education. Directly involved with the strategic direction of the practice, customer service, marketing and events she also lectures at Bournemouth University on Innovation and Experiential Marketing.

In her spare time she enjoys attending cultural events, travelling and looking after her and Gary’s two children and walking her cute miniature schnauzer.

Samantha Draper, Practice Manager

Samantha has 28 years experience within the Financial Services Industry and is in charge of New Business Development and all aspects of client liaison. In her spare time Samantha enjoys travel and spending time with her friends and family.

Louisa Palmer, PA & Sales Support

Louisa joined the business in 2016 having previously worked in the financial services industry. Louisa is responsible for the event management activities within the business, along with providing a high level of service to our clients, dealing with general queries and providing full administration support to the team.

In her spare time Louisa enjoys days out with her husband and young daughter, along with gardening, yoga and foreign travel.