Do you have a dynamic communication strategy to evaluate your personal and professional finance strategies?

This means having the right people at the genius table!

Do you have a dynamic communication strategy in place with your wealth management team, accountancy department and finance management team, where at all different intervals you evaluate where you were, where you are and where you are heading?

The aim is to protect and grow your security and sustainability of the business and your family.

If the answer is no, then we can help, reach out today to begin your journey.

"Are you planning for the success of your future?" - Stevie Kidd

WHY CHOOSE KENNETH MORRISON?

Kenneth Morrison has been managing the personal finances of successful individuals and their families for over 3 decades.

He joined the Financial Services profession in June 1981 and, over the next 4 years, established himself as a top performing member at the Paisley district office of Prudential Assurance. In July 1985 he elected to join Australian Mutual as a Sales Consultant, quickly gaining promotion one year later to the sales management team of the Glasgow office. It was in August 1988 he formed his own Financial Services business, trading as Kenneth Morrison Life and Pensions. Subsequent to accepting an invitation from St. James's Place Wealth Management in December 2009, he became a 'Senior Partner Practice', and remains so to the present day.

In terms of professional qualifications, Kenneth attained diploma status some years ago and plans to be fully chartered in the near future. He is a keen observer of the political and economic world both at home and overseas, reading widely on a range of subjects. Kenneth sees this as an integral part of his client responsibilities linked to clients achieving their wider aims. His approach is very client-focused and he always stays in touch with his clients' hopes and aspirations for themselves and their families.

The Partner Practice 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). The title 'Partner' 'Partner Practice' is a marketing term used to describe St. James's Place representatives.

KENNETH'S ACHIEVEMENTS

Away from work, Kenneth has completed 6 Ironman challenges. His ultimate goal is to swim the English Channel and he was scheduled to attempt the crossing between 6-12 Sep 2019. Alas, nature had other ideas, and the 14 hour weather window needed did not open during the tide period. That said, all was not lost as on 26 July 2019 he swam from St Catherine’s Bay in Jersey across to France in 8 hours 54 minutes, which to date is his longest swim (15.5 miles). His plan is to return to the English Channel at a future date to be decided. He has also been a category 1 golfer for most of his adult life. With generous support of friends, family and clients, Kenneth has raised significant sums of money for many worthy causes.

Later this year Kenneth will make the swim across the English Channel from ‘Shakespeare Beach’ in England to ‘The Cap’ on the French coastline (21 miles).

Kenneth's message to anyone reading this is "yes you absolutely can, your journey starts today!"

Trust and integrity are grounded in Kenneth's activities; his approach, and that of his dedicated team, is focussed and discreet which is why he has such trusted and enduring client and family relationships. He always works around clients’ schedules in an unobtrusive, positive and professional manner.