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Please feel free to get in touch

Our Wealth Planners

Graeme Morrison

Wealth Planner

Qualifications:

Chartered Financial Planner, FCSI, Certified Financial Planner, BA (Hons)

Biog:

I did my degree at Leeds University and have worked in the finance industry since 1981, initially as a fund manager and since 2003 as a Wealth Planner.

I typically look after senior executives and professionals together with their families. I'm a firm believer in holistic planning across family generations and my specialist qualifications in planning for the elderly aids working with professional advisers in this area.

Home is between Salisbury and Warminster, where I play golf badly, catch only the most stupid of fish and pass comment on local politics, provided the opinion is pre-approved by my more active wife.

Contact:

getintouch@sanlam.co.uk

Testimonials:

Graeme is one of the most charming, intellectual and well qualified financial advisers with whom we work. He puts every effort into assisting each client manage their wealth, holistically incorporating tax planning opportunities into financial planning advice.

Nick Turner, LLP Partner, Paris Smith LLP Solicitors

I have known Graeme for many years and have always found him to offer clear, focused advice, in a professional and yet very personal manner. He is one of the most experienced and knowledgeable advisers I know and makes a great effort to always keep abreast of latest developments in his field. He is very accessible if queries arise, and I always feel confident that he will recommend the products that are best for my clients.

Trevor Bell, Investment Director, Rathbone Brothers Plc

Graeme Morrison

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.