Louise Morris FPFS

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Louise Morris FPFS
Managing Director/ Chartered Financial Planner

 

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Louise has worked in financial services since 1990 and joined AV Trinity in 1997.  She has expertise in providing financial planning for high net worth individuals and the elderly. Many clients are referred by  solicitors & accountants with reference to divorce, retirement, exit strategy from businesses, Court of Protection and personal Injury. 

“I can honestly say that I thoroughly enjoy what I do and get so much satisfaction out of assisting and advising clients with their finances, and in the process have built many good relationships over the years. Away from the office I enjoy many outdoor activities such as camping and walking with my family.  I am a long-term fund raiser for the Hospice in the Weald and regularly run in fundraising events!” 

How I can help -

  • Care fees & income planning for elderly clients
  • IHT, trust & estate planning
  • Court of Protection investments
  • Personal/catastrophic injury settlements
  • Financial advice on divorce
  • Personal investment advice
  • Pension and retirement planning
  • Equity release specialist

My achievements and advanced qualifications

  • Chartered Financial Planner
  • Fellow of the Personal Finance Society
  • Regular presenter at AV Trinity seminars
  • Have been featured in national press money pages
  • Financial awareness in schools presenter




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