I have been dealing with Gary for approx 10 years now. He is very true to his word and visits me on a yearly basis and more often if required. His advice has have saved me a lot of income tax and capital gains tax whilst his investment returns have consistently been better than I thought they would have been due to the recent credit crunch, and as he always reminds me better than the sector average and his charges are lower than the average. I feel with Gary I am being looked after and nothing seems too much effort.

Gary Morris was very helpful in quickly assessing my overall financial position, understanding my aims, identifying options and assisting me to select appropriate products. We covered a number of inter-connected financial subjects and Gary's advice was thoughtful and constructive. He is good at following through with administrative implementation and is a personable chap to work with.

Gary Morris has been my Financial Adviser for many years now. I first approached Gary for advice in respect of pension and investment planning, and was impressed by his diligence and professionalism as well as the helpfulness of his advice and it’s presentation. Gary has steered my finances through the difficult transition from wage earner to retired pensioner, the successful outcome being attributable to his balance of reasonable caution and sensible risk management. I have unhesitatingly recommended Gary’s services to friends and contacts in the past, and will continue to do so when the opportunity arises.

Thank you for your highly valued support this year, and in particular the acquisition of the fish bar into the SIPP, which was very fluid and quick. It was just under two years in the making if I put the previous 22 months with the other advises, into the equation as you know, which proves to me that you need the right level of support in these sort of issues, which clearly is given by yourself. Congratulations on your final set of qualifications, I must say that your support in tandem which my accountant is very formidable and without either I would be very vulnerable in years to come.