Skip to main content

Michael

Adviser
Age
46-65
Nationality
Irish
Civil status
Married
Kids
Yes
Passionate about
Arts and culture
My family
Playing an instrument
The planet and making a difference
City, Country
London, GB
Michael Morris
I'm your right coach/adviser because
Having been a fund manager for many years I could see the value of sensible investing in making a real difference to longer term financial security. I knew through experience that investing is difficult. There are also the complexities of tax and legislation regarding personal finance. Even though I was a professional investor there were important gaps in my knowledge. If only I could broaden my knowledge I could build a compelling proposition that would help not only my own family and friends but also something of value that would have wider appeal. Although I have added the knowledge I felt I needed I have also learnt that it is an ongoing cycle of learning and development to give the best advice possible. My clients trust me to help them put in place plans that protect their families and build their wealth to enable them enjoy their medium and long term financial goals. Importantly, I don't just arrange these for them. I make sure they understand exactly what they are doing and why so that they can have control of their financial planning and learn how to incorporate flexibility. Life changes despite best made plans and my clients trust me to give them sensible advice at every stage to empower them to make their own decisions.
I can support you in the following:
Advice on house purchase and mortgages
Tax planning
Specific investment advice, e.g. build/manage an existing portfolio
Insurance
Help you make a more sustainable impact with your money (e.g. impact investing, philanthropy)
Help with retirement planning
General advice, e.g. review of a personal situation
Estate Planning (e.g. Inheritance, Legacy)
Financial knowhow required
Beginner
Beginner with some financial literacy experience
Intermediate
Advanced financial literacy
I can interact with you
Online
Face to face
Skills & Qualifications
Company name Twelve Wealth Management Limited
Function / Role Financial Adviser
Place of work Representative of a larger bank
Years of experience 20+ years
ASIP (CFA UK)
Dip PFS
Regulatory (FCA) Authorized: Yes
Reference Number 822527
Contact me

Twelve Wealth Management Ltd 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 www.sjp.co.uk/products.