Gary Morris Chartered Financial Planner

Independent Financial Advisers I mainly deal with indiviuals, but work in conjunction with local accountants and solicitors.

I am a multi award winning highly qualified, very experienced specialist whole of market independent financial advisers based in Malvern, Worcestershire. Due to my experience and very high levels of qualifications I am personally classed as an:

Inheritance tax planning and trusts specialist,

Investments specialist,

Pensions including pension sharing pension and drawdown specialist. I am cons

13/07/2022

As some of you know I am a goal keeper coach in my spare time so I am really pleased to announce that I am sponsoring Alisha's home kit this season.

Ahead of the 2022/2023 season, we are delighted to confirm that we have retained our goalkeeper Alisha Hine! 💙⚽️

Alisha is also AVAILABLE TO SPONSOR!
To sponsor Alisha for the 22/23 season, follow the link 📲 https://bit.ly/3aFn9pI

26/11/2020

I can’t recommend 2plan highly enough.

Calling all financial advisers!

Our 'business in a box' model is unique to us and comes highly recommended - not just by us, but by those who use it too!

With bespoke technology, central admin and paraplanning, professional marketing materials, and our 2retire succession planning scheme, we have to admit we do have lot to offer ☺️

See www.2plan.com/Advisers

Numis analyst on why advisers thrive in times of turmoil | Money Marketing 01/10/2020

I knew I added real value for my clients.

Numis analyst on why advisers thrive in times of turmoil | Money Marketing Advisers thrive in times of turmoil, according to a high-profile analyst at Numis, who has mounted a staunch defence that the additional charges are worth paying for investors. David McCann and his team at Numis calculated in a recent research note that investing with an adviser generates an extra 2...

27/09/2020

Despite the recent u-turn in the UK Government advice on heading back to the office, it's pretty much business as usual at 2plan.

This is thanks to our streamlined and market leading IT systems, which our advisers love - especially now!

https://citywire.co.uk/new-model-adviser/news/government-u-turns-on-return-to-office-message/a1403673

06/06/2020

Any under 12s girl looking to play football next season we have a great team and superb coaches. Please get in touch for a trial.

16/03/2020

Gutted but you have to be better safe than sorry.

07/03/2020

It sounds as if it was a great game. I’m gutted to miss it. Well done to Maisie the disruptor Hudson on getting man of the match.

Today saw the first league game between the two Worcester girls sides.
The Lionesses came out of the blocks fast, hitting the post with the games first attack. WCFC Girls slowly grew into the game, by having some positive attacks. The match was end-to-end with both Mia and Bo making some good saves.
The deadline was broken some good play saw Ruby score for the Girls. Just before half time, the Lionesses had a great chance to equalize, with Ava seeing her shot cleared off the from line from Birmo.

The second half saw the game continue its positive play with sides looking for goals. A goal from Laila saw the Girls double their lead, only for Ava to score a lovely goal to half the deficit. As the game was coming to a close, both sides started to look tired with WCFC scoring a few more thanks to Laila, Ruby and Sophie.

The defending throughout the game from both sides, with special mentions to Alice, Farrah, Emily and Lily J for their performances today.

Today was a great morning for not only Worcester City, but a fantastic advert for girls football. Every girl played the game in the right spirit, and all came off smiling. Well done to everyone involved!

Player of the match WCFC Girls - Sophie
Player of the match WCFC Lionesses - Maisie H

01/03/2020

Well done Kelly. Superb.

Hats off to Kelly who is wearing her daughter's kit to work, raising money for cancer charities.

18/02/2020

I am a highly qualified, and very experienced multi-award winning, Chartered Financial Planner and Independent Financial Adviser (IFA). I specialise in pensions and retirement planning including SIPPS, drawdown and pension sharing on divorce, investment management and inheritance tax and trusts.

Photos from Worcester City Girls Under 15's post 09/02/2020

I’m so proud to sponsor and work with these girls.

Photos from Worcester City Girls Under 15's post 27/01/2020

Bravery. Hard work. Dedication and stepping up to the plate whilst never giving up. I’m proud to help coach this team.

11/01/2020
20/12/2019

Just quickly folks, wishing you all a very Merry Christmas and a Happy New Year!

Photos from Worcester City Girls Under 15's post 15/12/2019

It’s great to see these girls enjoying their football in terrible weather conditions yesterday.

City Youth's new girls' under 11s team play first game 28/11/2019

Great to see the girls football team I sponsor in the evening news.
https://www.worcesternews.co.uk/sport/18067233.football-worcester-city-youths-u11s-team-play-first-game/?ref=fbpg

City Youth's new girls' under 11s team play first game WORCESTER City Youth have achieved a notable hat-trick after the club's third female football team played their first game.

23/11/2019

Great to see the girls team I sponsor playing with smiles on their faces. I’m so proud to sponsor this amazing group of girls.

WELCOME TO THE CLUB LIONESSES.
Today saw the debut for our newest Worcester City side. The girls played against a strong Stourbridge team and battled throughout and left the pitch smiling. Well done girls on your fantastic debut!

29/10/2019

Christmas is looming....🎁🎅- time to have a quick check on your finances, pensions, investments? I have over 20 years experience in this field. Let me help you. Call me now on 01684 588188.

14/07/2019

Have you got children? Grand-children? It is never too late to invest for their future.

Photos from Gary Morris Chartered Financial Planner's post 01/07/2019

“It’s not how much money you make but how much money you keep, how hard it works for you, and how many generations you keep it for”
Robert Kiyosaki on why people benefit from professional financial advice.

Photos from Gary Morris Chartered Financial Planner's post 07/05/2019

Time to take a fresh look at your finances, offering a free pension review....never too late to start saving for that rainy day, I can help you invest wisely. Look forward to hearing from you.

11/02/2019

A fresh week, hopefully the weather is getting a tad warmer, so many people ask me about and are longing for the day they can - but as we all know for most of us that date is far into the future, I do offer a FREE Review to make sure you are getting the best advice literally YOUR money can buy! So please call me on 01684 588188 to see how I can help you sooner rather than later.

09/01/2019

to everyone and as we launch into 2019 - another year older, I urge you to start thinking about the following, whether you’re looking for a pension plan, assistance with inheritance tax planning, wealth management, or investment management, I will apply my expertise and knowledge to create a financial strategy to meet your objectives in the most tax efficient way possible. I am based in - don't delay, act today. (Yes I know that is cringe worthy but from experience, it is better to act straightaway).

04/12/2018

05/11/2018

Sometimes good to reflect where I have been and what I have achieved and my vision for the future.

I have over 20 years of experience in financial management. Qualified to Advanced Diploma level, I am a Chartered . I believe, I am one of only 38 independent financial advisers within the county to achieve status and one of only 17 Fellows of the CII; the premier qualification available.
As one of the best-known financial advisers in Worcestershire, I have also provided specialist advice on BBC Hereford and Worcester and Radio Wyvern. Some of my awards include the 2010 FT Adviser Mystery Shopper award for , the 2plan TCF Adviser of the year 2011 and the 2plan Outstanding Contribution Award 2013.

Whether you’re looking for a plan, assistance with tax planning, management, or management, I will apply my expertise and knowledge to create a financial to meet your objectives in the most tax efficient way possible.
In conclusion, want to reach out to those people that are thinking they ought to have a pension especially those who run and not yet got a pension yet in place

Nine out of ten workers are ‘financially sleepwalking’ into retirement 25/06/2018

Very interesting article about having a financial plan. https://www.facebook.com/137989666240640/posts/1954811341225121/

Nine out of ten workers are ‘financially sleepwalking’ into retirement Nine out of ten workers are ‘financially sleepwalking’ into retirement, new research has revealed

02/08/2017

2plan wealth management Ltd

Please do not hesitate to contact me if you have any plans with St James Place as I may be able to save you money. I would say its fair to say that Which do not like them. Thanks 2plan wealth management Ltd for sharing.

Which, the respected consumer champion has recently taken a look at St James Place and what they found is very interesting.

You would think that being Restricted with ability to "advise" on less of the market would make them far cheaper than Independent advisers who have the overhead of looking at the entire market, you'd be thinking incorrectly according to Which.

If you or your friends have a St James Place adviser looking after your investments or pensions, now might be a good time to get a truly independent adviser to review what you have in place and how it is performing.

As Which state: "Many SJP customers are happy with the service they get – but our investigation raises serious questions about whether they can make an informed decision about what they get, what they pay, and what they might get elsewhere".

09/05/2017

2plan wealth management Ltd

a great idea to increase your state pension from 2plan wealth management Ltd

Do you need to top up your state pension? http://www.telegraph.co.uk/pensions-retirement/financial-planning/state-pension-top-up-pay-741-now-get-extra-5925-retire/

12/04/2017

2plan wealth management Ltd

a great idea from the FCA. thanks 2plan wealth management Ltd for sharing the article.

Thumbs up for the regulator the Financial Conduct Authority.

09/04/2017

Hallow Village Community Group

Dog owners beware.

Sadly a young local dog died recently from Alabama Rot which is a virus picked up from stagnant water, possibly the pool behind the old churchyard. Please be aware and keep your dog away from any stagnant water.

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Clifton House, Clifton Centre, Spring Lane South
Worcester
WR141BJ

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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