Gabriella Witek-Morgan’s Life of Ryley
Trustworthiness, honesty, and organisation are the three pillars Ryley Wealth Management Financial Planner Gabriella Witek-Morgan, considers to be vital to her role – luckily throughout her career, she has mastered all three. From the property industry to wealth management, read on to find out more.
After completing her Bsc (Hons) degree in Psychology, Gabriella made her move into the property industry and after years of experience in valuing properties, she went on to become a Mortgage and Protection Adviser. Throughout her time in the property industry, while building up experience working with clients, Gabriella became more interested in the financial side of the role and considered a career in wealth management.
She was encouraged to look at the St. James’ Place Academy – a fully funded, full time programme for aspiring Financial Planners. “It was the best thing I ever did for my career because not only do they put so much effort into training you, but they also give you space, peace and time,” she explained. “I’ve really enjoyed it, and it has been really great to meet likeminded people”.
Gabriella is now growing in her career as a Financial Planner and explained that the most fulfilling part of the role is seeing clients reap the rewards of ongoing financial advice. “I advise families, individuals and businesses, helping them to make the most tax efficient choices and plan for the long term to achieve their financial milestones,” she told us. The best part of her role, she explained, is protecting and growing her clients’ wealth in line with their long-term needs and wants, and seeing their goals come into fruition. Since starting her career in wealth management, Gabriella has been particularly involved in helping medical professionals plan for their financial future due to her experience and network within the industry.
Trust is one of the main values Gabriella prides herself on and believes that you don’t have a relationship without it. “Honesty is important because it is a main pillar for building that all important trust”, she explained. “Honesty also leads to respect. People in general appreciate you being truthful with them, especially regarding finances. Remember: honesty is the best policy”.
Outside work, Gabriella spends her time in a variety of ways, including trying new fine dining restaurants with her husband, renovating properties, and raising her young daughter. She is also very sporty having ice skated in three world championships. “My competitive nature leads me onto why I decided to join RWM in the first place, because to be the best, you need to be able to work alongside the best”.