ABOUT

ABOUT US

Gavin Morris - Consultant

After more than 20 years of working in the corporate world, working with a range of employee benefits for companies employing between 20 and 5000 workers, running business units and working on strategic projects, Gavin was itching to escape and work for himself.

He knew that self-employment would allow him to work in a way that's more in line with his values and allow him to offer a customer-focused service.

Formerly employed by a leading pension provider, Gavin has now been advising his own corporate and private clients for almost a decade. During this time, as clients needs have evolved, he has developed his proposition to include regulated investment advice for private clients and developed a range of financial education workshops that companies can provide for their staff.

Phil Goff - Associate Financial Education Facilitator

Phil is an experienced learning and development professional with a background in the financial sector spending time as both an adviser and manager, so has a wealth of practical experience to draw on. Prior to entering the financial sector, Phil trained as a teacher, so the whole subject of education is close to his heart.

Phil has worked on the development of our financial education proposition and also presents sessions to our clients. Please note that Phil is not authorised to provide regulated investment advice

Specialist Expertise

  • Scheme Restructure: Including DB to DC and Trust to contract
  • Employee Communications
  • Wider Workplace Savings
  • Defined Contribution (DC)
  • Defined Benefit (DB)
  • Lifetime and Annual Allowance charges
Gavin has supported employers with fewer than 20 staff, through to 1000+, often putting in place complex provision changes.

Who We Work With

Many of our clients are organisations with professional or technical staff from a wide range of sectors, including:
  • Food Production
  • IT
  • Oil and Gas Exploration/Mining
  • Universities
  • Social Housing
  • Sales and Distribution
  • Local Authorities
  • Professional Services
Gavin also has links with other professionals in the fields of Law, Accounting, Actuarial and Pensions, as well as extensive contacts within insurance companies and other product providers.
Gavin listens and explains complex subjects in a way I can understand. Unlike other advisers I have worked with, he focuses on what I am trying to achieve without getting distracted by what funds he can manage. The time cost approach works well for me.
FM Private client
Gavin came very highly recommended and we have not been disappointed. He has provided a great service, supporting us on various pension matters and also delivering some roadshows and training sessions in the organisation. We have received some excellent feedback about his style and approach. He keeps the messages simple which really helps colleagues gain a greater understanding about their pensions. I would be happy to recommend Gavin.
Director and Head of HR: Housing Sector
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