Gary Morris - 2plan wealth management (Malvern-IFA)
Initial consultation free
Independent financial adviser
Chartered Financial Planner -
highly qualified, experienced, multi-award winner. Specialising in pensions, retirement planning, investment management, inheritance tax & trusts.
We can advise you on
Clients
helped
75helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Gary Morris - 2plan wealth management FPFS, Chartered Financial Planner, Cert CII (MP)
Chartered Financial Planner
What our clients say
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Mrs W W
I was fortunate to be introduced to Gary five years ago by my father and a friend.
He has always been professional and efficient yet approachable and friendly. Gary is insightful with regard to my...
gm
Gavin Male
I was understandably wary when appointing the services of an independent financial adviser as I wanted to ensure I made the right decision and chose an adviser who could deal with my future changing...
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Michael Muir
Gary has provided me with independent pension and investment advice over the last few years and he has a good in-depth knowledge in all areas of financial planning and the performance of these funds...
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Mr & Mrs Kelland
Whatever your investment needs, either large or small, you are in safe hands with Gary Morris. Nothing is too much trouble and everything is clearly explained with supporting data.
We can highly...
md
Mr Dyer
I have used the services of Gary’s company for several years and in that time I have been very impressed with the performance and results I have received. The service he provides has been...
mw
Miss Wilkes
Gary's advice is extremely client focused and provided in a relaxed and friendly atmosphere. I was very happy with the advice I received and his willingness to discuss a variety of the options...
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