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.

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

How do you most like to spend your time outside of work?

I like to spend time with my partner, friends and family, laughing, socialising, eating, travelling or relaxing.

When I’m not doing that, you can find me watching football, walking, gaming, reading, cooking, watching old British sitcoms, playing board games or listening to music.

Something guaranteed to make your day better…

Good music and good company.

The last book / film / TV series you recommended to someone (and why)…

Back to Life – it’s a dry comedy about a woman coming out of prison after 20 years for murder. It’s a new idea, a British writer and cast and is hilariously witty.

What makes you laugh?

Dry humour.

Is there a quote or motto you try to live by?

There are two sides to every story.

An achievement you’re really proud of…

Self-studying for my financial advice qualification.

Something people might be surprised to learn about you…

There is nothing surprising about me: I excel at being predictable.

Get in touch

Send us a message and a member of our team will respond to your query.