Dan Morris Location
Birmingham, GB
Dan Morris Work
- 2020 - now Director - Wealth Planner @ Brown Shipley | A Quintet Private Bank
- 2015 - 2020 Chartered Financial Planner @ S&W
- 2008 - 2014 Chartered Financial Planner @ BDO UK LLP
- 2007 - 2008 Paraplanner @ Grant Thornton UK LLP
- 2006 - 2007 Paraplanner @ RSM UK
- 2001 - 2006 Paraplanner @ Torquil Clark
Dan Morris Skills
- Strategic Financial Planning
- Wealth Management
- Retirement Planning
- Investment Advisory
- Financial Services
- High Net Worth Individuals
- Trusts
- Pensions
- Inheritance Tax Planning
- Wealth
Dan Morris Summary
Dan Morris, based in Birmingham, GB, is currently a Director - Wealth Planner at Brown Shipley. Dan Morris brings experience from previous roles at Smith and Williamson, BROADSTONE (formerly BDO Investment Management), Grant Thornton and Baker Tilly. With a robust skill set that includes Strategic Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Financial Services and more. Dan Morris has 2 emails on RocketReach.
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Top Brown Shipley | A Quintet Private Bank Employees
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Kelvin Clough
Head Of Compliance at Brown Shipley | A Quintet Private Bank
England, United Kingdom12
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