Gabriella Witek-Morgan

Gabriella began her career as a Financial Planner after completing the St James’s Place Academy for Financial Advisers. Prior to Joining the academy, she graduated from Nottingham Trent University with a BSC (HONS) in Psychology which she says has been invaluable in my career in working in financial services so far. She is also CEMAP qualified which allowed her to advise as a Whole of Market Mortgage and Protection Broker prior to joining Ryley Wealth Management. She works extensively with medical professionals, business owners and families. Understanding the importance of financial advice, she prides herself on making sure that her clients feel they are in safe hands, offering honest and trusted advice which cuts out the jargon and speaks to their personal ambitions for the long term. Gabriella offers a bespoke client service driven by her ambition to innovate, improve and inspire. Further to this goal, she specialises in working with female business owners and leaders in order to close the gender gap and ensure that women have the ability to plan for their financial future. Outside the office, Gabriella has a multifaceted array of hobbies and interests, and is a member of several organisations dedicated to helping and promoting women in business. Having competed for team GB in synchronised ice skating, she maintains a commitment to fitness via Pilates and swimming. Most importantly, she enjoys spending time with her husband and young daughter; travelling and experiencing new restaurants together. 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. 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. 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 04/02/2025