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Dan Morris
Director - Wealth Planner at Brown Shipley | A Quintet Private Bank
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Work Experience
Director - Wealth Planner
Dec 2020 - Present · 4 years
Chartered Financial Planner
Jan 2015 - Dec 2020 · 5 years and 11 months
Chartered Financial Planner
Oct 2008 - Dec 2014 · 6 years and 2 months
Company Details
Brown Shipley are wealth managers, offering clients informed financial advice and tailored services on all aspects of wealth planning, investment management and lending. We manage wealth well. We endeavour to preserve and enhance the wealth of an individual today, tomorrow and for future generations. By putting our clients first and listening to their requirement we help them realise their ambitions. For over two centuries we have built our business on trust and evolved our offering to ensure clients continue to benefit from our experience and expertise. All our Wealth Management services are bespoke and delivered in a uniquely personal way. We offer comprehensive wealth management for clients who demand a high standard of personal service and who place high importance on long-term relationships. Our services cover: - Wealth Planning: - Investment Management: - Lending: We are a UK authorised bank with a very strong balance sheet and high capital adequacy ratios. The bank's business has and continues to be operated in a measured and conservative manner; this approach means our clients can trust us to act with informed responsibility. www.brownshipley.com Follow us: Twitter - @brownshipley Brown Shipley Social Media Disclaimer: http://www.brownshipley.com/social-media-disclaimer
Year Founded
1810
Social Media
Linkedin
Industry
Banking
HQ Location
2 Moorgate Moorgate, England EC2R 6AG, GB
Keywords
Wealth PlanningInvestment Managementand Lending
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