About Jennifer Morris
Born in Dublin, Jennifer has now been living happily in the North East for over 30 years. After graduating from Trinity College in Dublin with a Masters in Natural Sciences, she lived near Paris for 3 years, then California for 4 years but she and her family are now firmly rooted in Newcastle. Jennifer has been a Financial Adviser since 1990, first with Guardian Royal Exchange in Newcastle and then in her own company, North East Independent Financial Services Ltd in Gateshead. She brought her clients under the Lowes umbrella in May 2016.
“My aim is always to help families have a clear understanding of the financial process to build wealth and to safeguard it for future generations, in a way that brings peace of mind.”
In her spare time, she enjoys socialising, gardening and cooking.
|Chartered Financial Planner||APFS|
|Financial Planning Certificate||FPC|
|Taxation and Trusts||G10|
|Mortgage Adviser Qualification||MAQ|
|Savings and Investments||SV1|
|Pension Investment Options||K20|
|Diploma in Financial Planning||DipFPS|
|Financial Advice Process||AF5|
|Home Reversion Plans||HR1|
|Long Term Care Insurance||CF8|
|Pensions and Retirement Planning||RO4|
|Financial Services Products||FA7|
|Advanced Diploma in Financial Planning||ADFP|
Higher Education Qualifications
|Natural Sciences||MA (Hons)|
Contact Jennifer Morris
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