Louise Morris FPFS

Managing Director and Chartered Financial Planner at AV Trinity.

Louise is a Fellow of the Personal Finance Society, Chartered Financial Planner and Managing Director of AV Trinity. She has more than 30 years’ experience in financial services, with particular expertise in inheritance tax planning, estate planning, later life financial planning and advising high-net-worth individuals, families and business owners.

Louise has been part of AV Trinity since 1997 and brings a rare depth of experience across technical financial planning, adviser development, client strategy and firm leadership. Her career has given her a detailed understanding of how complex advice should be structured, delivered and maintained over the long term, particularly for clients with significant wealth, family responsibilities and succession planning needs.

As Managing Director, Louise helps shape AV Trinity’s advice standards, client service and long-term direction. Her work is especially focused on helping clients and their families make informed decisions around preserving wealth, passing assets on efficiently, protecting future generations and planning confidently for later life.