Gary Morris - 2plan wealth management (Malvern-IFA)
Initial consultation free
Independent
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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John Smith
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...
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Mr McQueen
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...
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S McLintock
I was recommended to speak to Gary several years ago in order to maximise an investment potential. Since then I have always found him to be proactive and reliable. His professional approach and...
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Mr A Davis
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...
mo
Mr Oldman
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...
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T S
If it wasn't for Gary, I would have kept working full-time at a job I wasn't any longer enjoying. After he advised me on my investments, pensions etc, I felt a whole weight and worry taken off my...
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