Daniel Morris

Senior Financial Planner

Qualifications: DipFA, CeMAP, CeRER

Reviews and Ratings for Financial adviser Daniel Morris, Wolverhampton

About Daniel

Daniel has been advising since September 2018 and has been a member of the financial services profession since 2012. He previously worked in banking, handling cases of mis-selling and complaints. Having seen the bad side of the industry, Daniel decided he wanted to help create a better service, so took his advising exams and moved into advising.

Any firm or individual carrying out a regulated financial services activity must be authorised and registered by the FCA. Daniel’s registration. All financial advisers and planners in the UK are also required to hold a Statement of Professional Standing (SPS). Daniel’s SPS.

Spotlight questions

What do you enjoy most about your job?

The challenge of finding a solution unique to my client’s circumstances. Adding as much value for money as possible.

How do you most like to spend your time outside of work?

I like to spend time with my partner, friends and family, laughing, socialising, eating, travelling or relaxing. When I’m not doing that, you can find me watching football, walking, gaming, reading, cooking, watching old British sitcoms, playing board games or listening to music.

Something guaranteed to make your day better…

Good music and good company.

The last TV series you recommended to someone…

"Back to Life" – It’s a dry comedy about a woman coming out of prison after serving 20 years for murder. It’s a new idea, a British writer and cast, and is hilariously witty.

What makes you laugh?

Dry humour.

Is there a quote or motto you try to live by?

There are two sides to every story.

An achievement you’re really proud of…

Self-studying for my financial advice qualification.

Something people might be surprised to learn about you…

There is nothing surprising about me: I excel at being predictable.

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