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Jennifer Morris APFS
Financial Consultant

Jennifer Morris portrait

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.

Business Qualifications

Chartered Financial Planner APFS
Financial Planning Certificate FPC
Taxation and Trusts G10
Mortgage Adviser Qualification MAQ 
Pensions G60
Retirement Options K10
Savings and Investments SV1
Pension Investment Options K20
Pensions Simplification CF9
Diploma in Financial Planning DipFPS
Lifetime Mortgages CF7
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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0191 281 8811

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