Michael Morris

Michael describes his role as helping his clients organise their finances so that they can live the life they want. His career in financial services includes insurance, banking and wealth management. Having spent several years in investment management, he saw the value of bringing this experience to advising individuals on their personal finances. In his role as a fund manager he has managed clients’ investments through volatile markets and understands the importance of combining sensible investing with careful medium and long-term financial planning. He believes strongly in the importance of developing enduring relationships with his clients, someone with whom they will feel comfortable discussing their unique circumstances. From the start, Michael ensures that he has a good understanding of his clients’ concerns and plans so that over time he can advise them on ways that they can protect their financial situation and optimise their opportunities to grow their wealth tax efficiently. Typically, this will include investments, retirement planning and financial protection. Michael’s professional qualifications include investment management and financial planning. He is a member of the Chartered Insurance Institute and CFA UK. 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. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx