Business Details
23 Years
experience
Your Trusted Financial Advisers in Bournemouth
Gary Morrison Wealth Management specialises in providing tailored financial advice to retired individuals seeking to protect and efficiently transfer their wealth. Our approach focuses on building long-term relationships, offering a single point of contact for comprehensive financial needs including inheritance tax mitigation, asset protection, and investment strategies. We prioritise client education through regular market updates, quarterly valuations, and curated financial insights. With over two decades of experience since our founding in 2003, our team combines deep expertise in later-life planning with a commitment to regulatory compliance under the Financial Conduct Authority.We distinguish ourselves through personalised service, avoiding generic solutions in favour of bespoke strategies aligned with individual client goals. Our partnership with St. James's Place Wealth Management provides access to robust investment frameworks and a proven track record of navigating complex financial landscapes. Client trust remains central to our operations, evidenced by multi-generational relationships and consistent positive feedback on our advisory services.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Intergenerational Wealth Management
Tax Planning
Trust Management
Cashflow Management
Market Analysis
Details
- Year established: 2003
Highlights and features
- We build long-term relationships with clients through consistent, personalised service
- Our team offers bespoke solutions instead of generic financial products
- Regular market updates and educational resources keep clients informed
- Regulated by the Financial Conduct Authority for compliance and transparency
- Over 20 years of experience in later-life financial planning since 2003
Associations and certifications
- Financial Conduct Authority
What people say
High standard of advice
Personalised service
Investment expertise
Long-term relationships
Trust management
Services
Investment Management
Our investment management service creates tailored portfolios aligned with your financial goals and risk tolerance. We offer access to St. James's Place funds with regular performance reviews and adjustments. Clients benefit from our team's expertise in navigating market fluctuations while maintaining focus on long-term growth objectives.
Retirement Planning
Specialised retirement planning helps clients maximise income while protecting capital. We develop tax-efficient strategies considering pension provisions, inheritance goals, and long-term care needs. Our approach ensures financial security throughout retirement with regular plan updates to reflect changing circumstances.
Protection Planning
We design protection strategies to safeguard assets against inheritance tax and care home assessments. Our solutions preserve wealth for future generations while maintaining liquidity for current needs. Services include trust creation and insurance products tailored to individual circumstances.
Tax Planning
Comprehensive tax planning identifies legitimate opportunities to reduce liabilities across inheritance, income, and capital gains taxes. We stay current with regulatory changes to ensure compliance while optimising tax positions through strategic financial structuring.
Intergenerational Wealth Management
Our intergenerational wealth service facilitates smooth asset transfer between generations. We combine trust structures with investment strategies to maintain family wealth across multiple lifetimes, addressing both current needs and future beneficiaries' requirements.
People
Gary Morrison
Partner
Gary Morrison has managed wealth portfolios since joining St. James's Place in 2003. He specialises in later-life financial planning, building on two decades of experience advising clients on tax efficiency and asset protection strategies.
Questions
What financial services do you specialise in?
We focus on investment management, retirement planning, protection strategies, and intergenerational wealth transfer tailored to retired clients.
Are trust services regulated?
Trusts are not regulated by the Financial Conduct Authority, though our advisory services operate under FCA regulation.
How are investments managed?
Investments are linked to selected funds with values fluctuating based on market performance, managed through St. James's Place frameworks.
What experience do you have?
Our practice has provided wealth management solutions since 2003, with team members holding decades of combined financial advisory experience.
