2Plan Wealth Management

General information

Welcome to the website of Gary Morris, a highly qualified, very experienced and multi-award winning, Chartered Financial Planner and Independent Financial Adviser (IFA). Gary specialises in pension and retirement planning including SIPPS, drawdown and pension sharing on divorce, investment management and inheritance tax and trusts. Based in Malvern, Worcestershire, Gary has 20 years of experience in financial management. Qualified to Advanced Diploma level, he is a Chartered Financial Adviser.  Gary is one of only 38 independent financial advisers within the county to achieve Chartered status and one of only 17 Fellows of the CII; the premier qualification available. As one of the best-known financial advisers in Worcestershire, Gary has provided specialist advice on BBC Hereford and Worcester and Radio Wyvern. Some of Gary's awards include the 2010 FT Adviser Mystery Shopper award for Malvern, the 2plan TCF Adviser of the year 2011 and the 2plan Outstanding Contribution Award 2013.    Whether you’re looking for a pension plan, assistance with inheritance tax planning, wealth management, or investment management, Gary will apply his expertise and knowledge to create a financial strategy to meet your objectives in the most tax efficient way possible.