Daniel Morris

Hi, my name is Daniel. I am part of Prosser Knowles Associates and Griffiths Marshall Wealth Management. I am a Chartered Associate of the London Foundation for Banking & Finance and an Independent Financial Planner based in Gloucestershire. My job is to help you to build, protect and maintain your money as part of your overall financial goals. I hope to take the hard work, complexity and confusion out of financial planning. So, what might your goals be? • Retiring • Enjoying great holidays • Moving home • Reducing Inheritance Tax • Sending your children to private school • Living a comfortable lifestyle, free of money worries All these things are do-able, but you need to know how to get the most from your money in-order to achieve them. It’s the problem of ‘how’ that I can provide solutions for. I like to create long lasting relationships with clients built on trust and respect. My aim is to really get to know each of my clients and have a thorough understanding of not just your finances, but who you are, what makes you tick and what you really want from life. This helps me to select appropriate solutions for you and, with this approach: • I can help my clients to retire earlier than they had imagined • I can help families fund their children’s private school education • I can help parents plan their, and their children’s future, and fund the house of their dreams • I can help those in retirement achieve the retirement lifestyle they have always dreamed of • I can help to reduce exposure to inheritance tax and plan for wealth succession I can also offer solutions that ensure clients are investing in-line with their religious or ethical views such sustainable investing or sharia compliant investing. I’m immensely lucky to do a job that I enjoy and although my experience might not be that of some of my peers, I think my passion and determination to help can make up for it! I have worked in the financial services industry for over 12 years and hold a Chartered status in Financial Planning with the London Institute of Banking and Finance, as well as a Certificate in Mortgage Advice and Practice, the Certificate in Regulated Equity Release and the Long Term Care Qualification. I am still studying towards further qualifications to ensure I have the best knowledge possible and I take continuing professional development seriously. I believe that a financial plan should be clear, adaptable and achievable. Together with me, my clients are able to achieve their goals through careful planning and deliberate decision making. Don’t know where to start? Book in an initial meeting with me at my expense, give me a call: 07494 986730