Daniel Morris
Financial Planning Consultant
Meet Daniel
Daniel has been advising since September 2018 and has been a member of the financial services profession since 2012. He previously worked in banking, handling cases of mis-selling and generally responding to complaints about services. Having seen the bad side of the industry, Daniel decided he wanted to help create a better service. Listening to a personal finance podcast one day (Meaningful Money), he was motivated to become a Financial Adviser. He passed the necessary examinations while still working and began advising in July 2019.
Daniel’s day is filled with speaking with clients, researching solutions for their challenges to help them achieve their objectives and writing reports.
Chartered Status
FCA authorisation
What do you most enjoy about your job?
The challenge of finding a solution unique to my client’s circumstances. Adding as much value for money as possible.
Daniel in the spotlight
Get in touch
Send us a message and a member of our team will respond to your query.