Gary Morgan
Associate Director Chartered Financial Planner @Capstone Financial
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WORK HISTORY
Associate Director Chartered Financial Planner @Capstone Financial
Manchester, GB
My role at Capstone Financial is to work closely with our senior professionals and business owner clients to deliver effective financial solutions that will help them achieve their financial goals.Key areas I offer financial advice, include- Retirement planning - Investment planning- Personal protection- Business protection- Inheritance tax and estate planning- Employee benefit schemes- Financial wellbeing programmes.My main focus is to spend time with my clients and help them build a robust financial plan that will see them through their lifetime and ensure that their wealth is passed down to future generations.The value of an investment will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.SJP Approved 10/10/2025
SKILLS
ABOUT GARY MORGAN
Having worked in the financial services industry for over 25 years, I am an experienced Chartered Financial Planner who is able to deliver financial advice on all areas of financial planning; specialising in investment, protection, inheritance tax planning, pension review and retirement planning. I also work closely with Business Owners to make the most of their business assets and create a structured financial plan that supports their overall objectives. I can help with several different aspects of financial planning such as corporate pension planning, reducing tax liabilities, business protection, employee benefit schemes and aspects of business exit strategy planning.Building trusted and long lasting relationships with my clients is important to me and I provide a high level of personal and professional service, in a relaxed and friendly manner. Capstone Financial was awarded “Best Financial Adviser” at the Talk of Manchester Business Awards in 2023, 2020 and 2019.Please feel free to contact me via LinkedIn or on 07•••••••84The value of your investment can go down as well as up. You could get back less than you invested.Capstone Financial is a trading name of Capstone Financial Management Ltd.Capstone 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). The \'St. James\'s Place Partnership\' and the title \'Partner\' are marketing terms used to describe St. James\'s Place representatives.SJP Approved 10/10/2025
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