Morrison Financial Associates Limited

Reference number: 716790

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Morrison Financial Associates Limited (FRN 716790) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Morrison Financial Associates's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Morrison Financial Associates, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When garymorrisonwm.co.uk first appeared online, and whether it can receive email
  • What kind of line 01202 881764 is
  • Who else gives the postcode BH21 1HS
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Other names (2)

If you were contacted under any of these names, it is this firm.

  • Gary Morrison Wealth Management Trading name
  • Howard Llewellyn Associates Former trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
09689613
Company status
Active
Company type
Private limited company
Incorporated
16 July 2015 (11 years old)
Registered office
Ebenezer House, 5a Poole Road, Bournemouth, Dorset, BH2 5QJ, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Gary John Morrison Director Apr 1970 16 Jul 2015 1 other company
Pearl Mary Morrison Director May 1970 16 Jul 2015 None

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other company
1
still active
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 31 March 2025Micro-entity accountsNot audited

Net assets

£2.54m

+6.3% from £2.39m

Employees (average)

2

−60% from 5

Owed within a year

£305k

−25% from £405k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 09689613. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Morrison Financial Associates’s history from the FCA register and Companies House, newest first.

Key events (4) All events (9)

2016

6 April 2016

  • Gary John Morrison became a part-owner (25–50% of shares)
  • Pearl Mary Morrison became a part-owner (25–50% of shares)

Companies House

2015

15 September 2015

  • Became an appointed representative

FCA register

16 July 2015

  • Incorporated at Companies House

Companies House

In the full report: all 9 events

  • All 9 events in its history (4 shown here)
  • Every director appointment and resignation: 2
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Firms connected to Morrison Financial Associates

Other FCA-listed firms that share a director, phone number or address with Morrison Financial Associates. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Morrison Financial Associates

Other firms of the same type (financial adviser), nearest first.

In Wimborne

Aardvark Accounting LtdWimborneAppointed representativeAndrew David Associates (Holdings) LimitedWimborneAppointed representativeBlanchards Bailey Financial Services LtdWimborneAppointed representativeBLP Wealth Management LtdWimborneAppointed representativeJRS Financial Services LTDWimborneAppointed representativeOculus Wealth Management (East Dorset) LimitedWimborneAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Morrison Financial Associates

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 9 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Morrison Financial Associates Limited FCA authorised?
Morrison Financial Associates Limited (FRN 716790) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Morrison Financial Associates?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Morrison Financial Associates Limited (FRN 716790) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Morrison Financial Associates's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Morrison Financial Associates, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Morrison Financial Associates’ phone number and website?
The FCA register lists the phone number 01202 881764 and the website garymorrisonwm.co.uk for Morrison Financial Associates. If you were given different contact details, use these to check with the firm before going any further.
Is Morrison Financial Associates a scam or clone?
Morrison Financial Associates is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Morrison Financial Associates?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Morrison Financial Associates's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Morrison Financial Associates?
Companies House lists 2 people with significant control of Morrison Financial Associates: Mr Gary John Morrison (25–50% of shares) and Mrs Pearl Mary Morrison (25–50% of shares).
Who runs Morrison Financial Associates?
Companies House lists 2 directors of Morrison Financial Associates: Gary John Morrison and Pearl Mary Morrison.
How long has Morrison Financial Associates been in business?
The company was formed on 16 July 2015.
What do Morrison Financial Associates’ latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £2.54m (+6.3% from £2.39m).
Does Morrison Financial Associates use any other names?
It trades as Gary Morrison Wealth Management. It has previously used the name Howard Llewellyn Associates.

Sources and links

The full report on Morrison Financial Associates Limited

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