Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
Edward has looked after most of his clients for over ten years; some, in fact, for twenty years. He is proud to have many satisfied clients, as confirmed in the testimonials page.
Edward looks forward to meeting new clients and discovering their situation. This involves:
• Forensic analysis of current investments and/or pensions
• Discussing their aspirations for the future
• Making a financial plan to help the clients to meet their objectives.
• Delivering the strategy, with the support of his team.
Edward will meet the clients and review the strategy, usually each year, making refinements that may be necessary for the plan to remain on target.
In his free time, Edward enjoys playing golf, as well as spending quality time with his wife, Joanne, and walking their dog.
Diploma in Financial Planning, consisting of the following modules:
• J01 Personal tax
• J04 Pension funding options
• J05 Pension income options
• R02 Investment principles and risk
• Financial Planning Certificate
• Making management decisions with Edward
• Preparing information for the company accounts
• Supporting other staff by helping with administrative work, as needed.
Joanne’s hobbies include walking, going to the theatre, entertaining and travelling.
• Preparing suitability reports, to present Edward’s recommendations to clients.
• Researching products that could be suitable to meet each client’s needs.
• Helping to organise the planning for clients that Edward recommends
• Processing the regular changes to Morris Financial Planning’s investment and pension model portfolios.
In her spare time, Ruby enjoys playing the double bass and bass guitar, singing in a choir, reading, walking and cycling.
- Certificate in Financial Planning
- Working towards Diploma in Financial Planning – 3 modules down, 2 to go!
• Gathering information on clients’ policies
• Preparing valuations for meetings with clients
• Processing new business
• Organising Edward’s diary
Joanna’s hobbies include supporting Leeds United, shopping, going to the theatre and spending time with her family.
• Preparing suitability reports to present Edward’s recommendations to clients
• Researching products that could be suitable to meet each client’s needs
• Researching clients' existing plans so that Edward can assess their suitability
Val was a Financial Adviser for 18 years before taking a career break. She has now returned to Financial Services in a support capacity.
In her spare time, Val enjoys walking her dog, occasional rounds of golf, and eating out.
• Financial Planning Certificate (FPC)