Financial Life Planning which puts 'YOU' at the centre of the conversation.
Nick Morris Financial Life Planning
Financial Life Planning which puts 'YOU' at the centre of the conversation.
About Me
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Planning Futures
The stuff you need to know:
- I have a strong commercial background; I studied Business at Brighton University and worked competently in sales in my early 20's before making the transition into the financial planning industry.
- Although I can proficiently advise on a broad spectrum of financial products and arrangements, my real talent lies in helping my clients plan for their future.
- I am known to be a people's person; I like to meet with my clients in person and build real, long-term relationships so that my advice always comes with a personal touch.
- My main focus is Financial Life Planning because I feel the traditional UK Financial Advice model is flawed and does not provide proper financial planning to clients.
- I am lucky enough to live in the beautiful Shropshire countryside having lived in Birmingham for the majority of my life. Although the majority of my clients are predominantly based in the West Midlands, I am happy to serve clients from anywhere in England which can be done via online meetings.
- Voted in the Times Newspaper top 100 UK advisers for 2021, highlighting the quality of advice I provide my clients.
The stuff you want to know:
- I have many passions outside of financial planning; I have just started to learn the piano, which has taken a lot of my time up recently. You may be lucky enough to see me in the Royal Hall one day!
- I love being out in the nature and my favourite thing to do is ski, the downside to this is there are no mountains to do it in the UK so I do not get to do it very often.
- A lot of my spare time I spend fishing as it gets me out the house. I love the feeling of the unknown as well a being out in nature. I find it helps to reset the batteries.
- I will often spend time at the gym lifting weights and trying to keep in shape. I enjoy the nutritional side of it, although at weekends you may find me stuffing my face with pizza and chocolate.
- If I am at home you will generally find me in the kitchen cooking my next concoction, I love experimenting with food and if its the right season you may discover me in a hedge or a bush foraging for ingredients.
- When I'm not out fishing, in the gym or cooking, I like to indulge myself in a round of golf, a hike in the countryside and with a bit of persuasion a few beers!