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Scott Morris

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Wealth Adviser

Scott advises high net worth clients across a wide range of areas to help them achieve their financial objectives. Scott also have experience of dealing with Private Office clients who typically have more complex affairs. This results in a need and particular focus on investment consultancy, appointment of discretionary managers and organisation of professional advisers in conjunction with comprehensive wealth planning solutions. 

Areas of expertise:

Estate & succession planning, tax-efficient investing & retirement planning. 

Location: Southampton


02382 124 172
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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.