Dan Morris

Associate Director, Financial services

Areas of expertise

Financial planning

Experience

Dan has over 16 years of experience in financial services. Building long-term relationships with his clients, Dan regularly reviews their circumstances and makes recommendations as and when necessary to ensure they remain on course to reach their objectives.Resourceful and technically competent with great attention to detail, Dan’s analytical skills, creativity and critical reasoning are highly developed.

Notable achievements

  • Specialises in advising families, particularly where there is a company involved.
  • Completed a case where the majority owners of a business used their pension arrangements to purchase a commercial property, which has now been rented to their company.

Professional qualifications/memberships

Fellow of the Personal Finance Society (PFS), a Certified and Chartered Financial Planner and has a Society of Trust and Estate Practitioners (STEP) foundation certificate in financial services.

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