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 needs and does not push me into any decisions but merely guides me and I make the final decision, therefore I do feel in control of my funds. This is important to me as I have had bad experiences of this with regard to financial advisers in the past. His investment suggestions have been sensible and fair, and even in the current challenging conditions Gary has continued to be driven by a desire to serve my best interests, rather than just being a salesman. His proactive approach to financial planning has already put me in a much stronger position. With his help and advice, I hope to build upon this foundation so that my future is financially secure. I have no hesitation in recommending Gary as a trustworthy financial adviser who gives his customers an individual service.

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 recommend Gary to you for his friendly professionalism.

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 circumstances. As I am in my 30’s I wanted to choose an adviser who I knew would be reliable and has a long term future in the financial services. I interviewed a few financial advisers and after appointing Gary I have not been disappointed. I found Gary’s knowledge of in depth tax planning issues to be superb and his commitment to his future education further instilled knowledge that he wants to look after me in the long term interests. I was very impressed with his simple presentations of sometimes very complex tax planning issues. Due to the distance between us he has communicated with me regularly via email and we meet each year. He has a knack of getting me to complete my personal paperwork for him quickly without being pushy. I feel he has delivered with the tax efficient plans he has set up and the investment returns have been good considering the unusual times we live currently.

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 professional, conducted in a friendly manner and one thing I really like is that we have regular reviews on the current state of my investments, which allows it to be a proactive process. He is very knowledgeable in all aspects of financial advice/planning and explains the important details in a very simple manner. With this in mind I am more than comfortable in recommending Gary and his company