Nick Morris IFA
Nick Morris IFA
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Life Centred Financial Planning which puts 'YOU' at the centre of the conversation.

Nick Morris Life Centred Financial Planning

Nick Morris Life Centred Financial PlanningNick Morris Life Centred Financial PlanningNick Morris Life Centred Financial Planning
Book Online

Life Centred Financial Planning which puts 'YOU' at the centre of the conversation.

Nick Morris Life Centred Financial Planning

Nick Morris Life Centred Financial PlanningNick Morris Life Centred Financial PlanningNick Morris Life Centred Financial Planning
Book Online

Signed in as:

filler@godaddy.com

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"Positive thoughts generate positive feelings and attract positive life experiences. You only live once, but if you do it right, once is enough"


Mae West

Where do you want your journey to take you?

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 Life Centred Financial 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 providing you buy in to my philosophy of Life Centred Financial Planning. 


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!

My Approach To Life Centred Financial Planning

In my experience, traditional financial planning will focus on the client's Investments only.  While I understand it is important to get a return on your investments, I believe the approach needs to be more focused on...


'Are you using your money in a way that allows you to live your best life possible?'


With my clients I use a far more effective approach known as the 'Return On Life', and the results of this approach mean my clients are living their best life possible with the money that they have now and the money they accumulate over time. This changes the focus from your money to put your 'life' at the centre of the conversation. This means my advice changes from selling you financial products and basic financial planning to what is called 'Life Centred Financial Planning'.

 

Life Centred Planning starts with you understanding you and your story and your situation and the challenges and possibilities ahead of you. I then help you to identify and plan for those changes or transitions that you anticipate in your life. This is more than just saving for your child's education, your retirement and your death. It is essentially about aligning your money with your values and what's important to you while anticipating the many life transitions you will face in the future.


My approach is based on the philosophy that the ultimate use of money is to get the best life possible with the money you have. Money has no real purpose out the context of your own life, and what you want to achieve, so it is important to identify what that is first.

Contact Me

It is never too early to get started on Life Centred Financial Planning. Tell me more about your goals and aspirations and I will get you started on a plan to achieve them.

Contact Me Via WhatsApp

Nick Morris IFA

M: 07824 832284 E: nickmorris@claritywm.co.uk

Hours

Monday - Friday: 9am - 8pm

Saturday - Sunday: By appointment


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Nick Morris IFA

Clarity Wealth Management LLP are authorised and regulated by the Financial Conduct Authority No. 575252. Nick Morris FCA no. Nxm01715
Registered in England and Wales as a Limited Liability Partnership No. OC371189.   

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