Gary Morrison Wealth Management
Partner Practice of St. James's Place Wealth Management
“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 as our Adviser before it became St. James's Place. He was followed by Howard Llewellyn and now Gary Morrison. We have always received sound advice that has enabled us to work forward with little or no financial worries.”
“I became a client of St. James Place following my late father who was also a client for many years. Gary Morrison Wealth Management have continued to provide a high standard of advice. I am very happy with the service they provide and am reassured by the St. James's Place Investment Committee which manages the fund managers on investor's behalf. This gives me peace of mind that my investments have the best chance of good returns.”
Anonymous, Haywards Heath
“Gary Morison is the third St. James's Place Partner who has managed my wealth account since I was first introduced to St. James's Place in 2003. As with the two Partners that preceded him, I have always valued and usually acted upon the investment advice he has given, and am more than satisfied with the outcome. The service given by Gary and his office staff is exceptional and I would not hesitate in recommending the service he offers to anyone.”
Anonymous, Retired University Teacher, Salisbury
“When my husband Douglas Every died, I asked Gary to visit me and my children to discuss my finances and in particular those with St. James's Place. Gary was so very helpful and honest and he made us all feel very comfortable with my situation and advised me and explained everything so that I understood exactly where I stand financially. He has continued to be a great support and would not hesitate to recommend his services elsewhere.”
S Every, Retired
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.
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, England.