Michelle Morris

With over 15 years of experience in the financial services industry, I am a Chartered Member of the Chartered Institute for Securities & Investment (CISI), committed to delivering clear and personalised financial advice across all areas of financial planning. I have particular expertise in supporting clients who have received personal injury settlements, offering tailored financial plans that reflect their individual circumstances and long-term objectives. I am experienced in working alongside deputies, trustees, families and case managers.

Building a long term, trusted relationships with my clients is at the heart of my approach. I take great pride in being a consistent and reliable part of my clients’ lifelong financial journey.