Tel: 01157043640 Mon - Fri: 9am - 5pm

Welcoming New Adviser Gabriella Witek-Morgan

Welcoming New Adviser Gabriella Witek-Morgan

We want to extend an official warm welcome to Gabriella Witek-Morgan, who has begun her career as a Financial Planner after completing the St James’s Place Academy for Financial Advisers. Prior to joining the academy, she graduated from Nottingham Trent University with a BSC (HONS) in Psychology, which she says has been invaluable in her career in financial services so far.

She understands the importance of receiving financial advice as, after experiencing parental death, she saw first-hand how useful and reassuring it can be during a time which is often challenging. Hence, she appreciates that advice isn’t only useful to plan for future financial wellbeing, but also to help provide a comforting arm through life’s ups and downs. She is passionate about using her awareness of the benefits of financial advice to help her build an understanding of each of her client’s unique situations.

Furthermore, throughout her career it has been Gabriella’s mission to both champion financial advice for younger people and to help close the gender wealth gap – especially as there are an increasing number of female business owners and entrepreneurs. In addition, she’s passionate about the fact that financial advice isn’t simply for the wealthy: it is something most people can benefit from.

Outside work, Gabriella has a multifaceted array of hobbies and interests. Having previously represented Team GB as a competitor in synchronised ice skating, she maintains a commitment to fitness via Pilates and swimming. Most importantly, she enjoys spending time with her husband and young daughter, travelling and renovating properties.

Contact us to discuss your goals or to simply find out more.

Get In Touch