Karl Davies's Location
London, GB
Karl Davies's Work
- Partner and CBDO @ Morrinson Wealth Management LLP
- Head of Operations @ Morrinson Wealth Management LLP
- Executive Associate @ Gilson Gray Financial Management
- Accounts Associate @ Napier Hammond Wealth Management
Karl Davies's Education
- The London Institute of Banking & Finance
Certificate in Mortgage Advice and Practice (CeMAP)
- The London Institute of Banking & Finance
Certificate in Supervising in a Regulated Environment (CeSRE)
- The London Institute of Banking & Finance
Level 4 Diploma in Financial Advice (DipFA)
- London Metropolitan University
BA(Hons) (Banking and Finance)
- Welling Secondary School
Karl Davies's Skills
- Investments
- Wealth Management
- Wealth Management Services
- Banking
- Bonds
- Insurance
- Pensions
- Portfolio Management
- Strategic Financial Planning
- Asset Management
Karl Davies's Summary
Karl Davies, based in London, GB, is currently a Partner and CBDO at Morrinson Wealth Management LLP, bringing experience from previous roles at Morrinson Wealth Management LLP, St. James's Place Wealth Management and Napier Hammond Wealth Management. Karl Davies holds a Certificate in Mortgage Advice and Practice (CeMAP) @ The London Institute of Banking & Finance. With a robust skill set that includes Investments, Wealth Management, Wealth Management Services, Banking, Bonds and more, Karl Davies contributes valuable insights to the industry. Karl Davies has 1 email on RocketReach.
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Managing Director - Mortgage Division at Morrinson Wealth Management LLP
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