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Gary Morris

Chartered Financial Planner - Independent Financial Adviser

Gary Morris is a multi award-winning Chartered Financial Planner and Independent Financial Adviser at 2plan wealth management Ltd, specializing in inheritance tax planning, investments, pensions, and finance planning for long-term care. Since achieving the Chartered Financial Planner status in 2011 and obtaining a Diploma in 2009, Gary has provided comprehensive financial advice since 1995 through various roles, including as a Director at Malvern Independent Financial Advisers. With a focus on delivering a high-quality service to a select group of clients, Gary prioritizes regular consultations to ensure tax efficiency and compliance with the latest legislation. Outside of professional commitments, Gary enjoys football, music, and classic cars.

Location

Worcestershire, United Kingdom

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