Nick Morris, Avon Green Financial
Business Description
As a Partner Practice of St. James's Place Wealth Management, our focus is on you and on achieving or maintaining financial security for you and your loved ones.
Based on our core values, excellence of service, and above-all, integrity, we will provide you with the financial solutions to satisfy your needs both now and in the future, specialising in expert advice in Investment Planning, Inheritance Tax Planning, Pension Planning, and Protection Planning.
We appreciate that you are unique, with your own financial ideals, which is why we will tailor the services and recommendations that we make specifically to meet your needs.
For a friendly, confidential, and no-obligation consultation on how we can help you plan the future for you and your family, please get in touch.
Avon Green Financial is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Accreditations & Qualifications
St. James's Place awards
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
2022
- Wealth Management Company of the Year – City of London Wealth Management Awards
2021
- Wealth Manager of the Year – Growth Investor Awards
- Best Advisory Service – Online Personal Wealth Awards
- Best Wealth Manager – Shares Awards
- Best Financial Adviser – Personal Finance Awards
2020
- Best Wealth Manager – Shares Awards
- Championing LGBTQ Inclusion - Financial Adviser Diversity in Finance Awards
- Wealth Management Company of the Year – City of London Wealth Management Awards
- Best Advisory Service – Online Personal Wealth Awards
2019
- Best Financial Adviser – Personal Finance Awards
- Best Wealth Manager – Shares Awards
- Wealth Management Company of the Year – City of London Wealth Management Awards
- Best Wealth Planning Team – Wealth Adviser Awards
- Best High Net Worth Team – Wealth Adviser Awards
- Best Wealth Manager Growth Portfolio – Wealth Adviser Awards
2018
- Best Financial Adviser - Personal Finance Awards
- Best Wealth Manager – Shares Awards
- Wealth Management Company of the Year – City of London Wealth Management Awards
- Outstanding Accomplishment – City of London Wealth Management Awards
- Best Private Client Investment Manager – Wealth Adviser Awards
- Best Wealth Planning Team – Wealth Adviser Awards
2017
- Best Financial Adviser – Personal Finance Awards
- Best Wealth Manager – Shares Awards
- Wealth Management Company of the Year – City of London Wealth Management Awards
- Best Private Client Investment Manager - Wealth Adviser Awards
2016
- Best Financial Adviser – Personal Finance Awards
- Best Wealth Manager – Shares Awards
- Best Wealth Manager – What Investment Readers’ Awards
- Pension Firm of the Year - Financial Directors' Excellence Awards
- Best Private Client Investment Manager - Wealth Adviser Awards
- Wealth Management Company of the Year - City of London Wealth Management Awards