Jonathan Morris

Helping you achieve your goals is what drives me as a Sandringham advising Partner. I am dedicated to helping you grow and secure your hard-earned money so that you can enjoy those important and precious times in the future.

With over 30 years of experience in Financial Services, I understand that your time is precious – the time you spend with your family, the time spent doing all the things you love, and the times in the future when longer term aims, and ambitions become a reality.

By providing advice on Equity Release, Care Home Fees Planning, Savings and Investments, Retirement Planning, Protection, Trust and Estate Planning, myself and my fellow Sandringham Partners can help deliver the goals and outcomes for those important times ahead.

Your personal circumstances are ever changing, and everyone’s needs are different. That’s why we use our four-stage planning process to helps us understand your needs and identify the best way to achieve your goals.

I will work with you to explore your options, then plan for how your tactical and strategic financial goals can be best met. I know every client is unique and my advice is completely tailored to your individual circumstances. Whether you are looking to invest for the future, planning your retirement, buying your first home or looking to protect yourself and the ones you love, I can help you put the necessary plans in place.

Sandringham’s Precision ongoing client service cutting-edge technologies allow me to spend more time planning for your specific goals and wider financial planning requirements to help you reach your financial goals. Our Wealth Platform Client Portal will give you 24/7 online access to your financial information. The platform provides an efficient and convenient way to view and monitor your investments, plans, policies and other assets and gives you access to extensive portfolio information, all from one screen.

It’s important to try and make time for yourself, family and friends and not just spend all your time working. For myself, I try and go to a few Yoga and Pilates classes every week to unwind and undo the hours spent in front of a computer screen every day. Having a bad back can soon put a stop to having fun at the weekends with family or friends. It would certainly put a very swift halt to playing squash, which I enjoy playing a couple of times a week. A nice competitive contrast to the calm of Yoga. Life is a balance and it takes effort sometimes, to get it right.

Please feel free to contact me if you would like to know more about the financial advice and the type of services that I can offer you, I will respond back to you at my earliest convenience.

At Sandringham we can’t predict what’s to come, nor can we make guarantees about future outcomes. What we can do however, is to use our skills to maximise the chances of you achieving your aims and goals.

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