About us

Neil Morris Financial was established in 2015 in Harrogate, by Neil Morris, with clients in Yorkshire and throughout the country. 

My aim, as a Chartered Financial Planner, is to provide bespoke financial planning advice and wealth management services to help my clients meet their personal and business needs. 

I offer a comprehensive personal financial advice service using digital as well as traditional channels.  I seek to make best use of new technology without losing the personal approach, which is essential when giving trusted advice. 

There is no such thing as a typical client.  My clients include a wide range of successful people; business owners and company directors, the self-employed, employed, and retired people, as well as trustees, all of whom value my ability to help them plan and arrange their finances in a way that helps them to help achieve their goals and objectives.

I look forward to welcoming you to my Practice and developing a long lasting relationship.