Paul Morton Email
Investment Planning Director @ WEALTH at work
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Paul Morton Location
- Liverpool, GB
Paul Morton Work
- 2009 -now Investment Planning Director @
- 2004 -2009 Head of Strategic Investment Planning @
- 2002 -2004 Senior (New Client) Investment Advisor @
- 1997 -2002 Investment Advisor @
- 1994 -1997 Client Care Manager @
- 1993 -1994 Dealing Manager @ Barclays Bank Trust Company Limited
- 1987 -1993 Investment Administrator @ Barclays Bank Trust Company Limited
Paul Morton Skills
- Investments
- Portfolio Management
- Financial Services
- Management
- Customer Service
- Microsoft Office
- Microsoft Excel
- Leadership
- Financial Planning
- Strategic Planning
- Pension Transfer Specialist
- Retirement Planning
- Business Strategy
- Project Planning
- Project Management
- Finance
- Strategy
Paul Morton Summary
- Paul Morton, based in Liverpool, GB, is currently a Investment Planning Director at WEALTH at work. Paul Morton brings experience from previous roles at WEALTH at work (previously JPMorgan INVEST) and Close Brothers Asset Management (previously Nelson Money Managers). With a robust skill set that includes Investments, Portfolio Management, Financial Services, Management, Customer Service and more. Paul Morton has 1 emails on RocketReach.
Looking for a different Paul Morton?
Find contact details for 700 million professionals.
Others Named Paul Morton
Paul Morton
VP of Sales
Wichita, KS, US
Paul Morton
Chief Financial Officer
Manchester, England, GB
Paul Morton
Chief Financial Officer
United Kingdom
Paul Morton
CEO
Fleet, GB
Paul Morton
Non Executive Board Member
United Kingdom
Paul Morton
Founder and CEO
Sydney, NSW, AU
Paul Morton
Founder and CEO
Canberra, ACT, AU
Top WEALTH at work Employees
Jonathan Watts-Lay
Director
United Kingdom
David Cassidy
Chief Executive Officer
Liverpool, GB
Alan Whalley
Non Executive Director
Burton Bradstock, England, GB
Mark Hutchinson
Director
Liverpool, GB
Richard Ayers
Client Relationship Manager
United Kingdom
Paul Morton
Investment Planning Director
Liverpool, GB
David Clarkson
Non Executive Director
London, GB
Pete Brierley
Head of Group Finance and Reporting
Liverpool, GB
Peter Quayle
Co-Head of Portfolio Management
Liverpool, GB
Jonathan Wiseman
Co-Head of Portfolio Management
Liverpool, GB
Thomas Manley
Head of Operations
Liverpool, GB
Sarah Long
Head Of New Business
London, GB
Corinna Kemp
Group Financial Controller
United Kingdom
James Dipfa
Strategic Financial Planner
United Kingdom
Ryan Sales
Chief Creative Officer
London, GB
Simon Vaughan
Head of Digital Development
Alderley Edge, GB
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co