Andy Morris

independent financial advisor

professionally

Andy is one of our financial advisors, having worked in the financial services industry since 1990.

His day-to-day job mostly involves meeting with clients to help them gain a better understanding of finance and work towards achieving their financial goals.

personally

In his spare time, Andy enjoys walking and cycling around his local area, going to the theatre, and watching his two sons play football.

Andy also likes to visit historic towns and buildings. His favourite holiday destinations are Devon and Cornwall.

Andy in the spotlight

On an ideal weekend, you can find me:

Walking in the countryside, enjoying good food with good company, on the side-lines cheering my sons on at their football matches.

The three qualities that draw me to new people are:

Kindness, a zest for life, honesty

The three small things that make my day better are:

Feeling like you have made a difference to someone’s life, seeing my children, having a plan

Meet the team

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    Alison Loder

    independent financial advisor

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    Andrew Roberts

    independent financial advisor

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    Andy Bowler

    training and development manager

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    Andy Morris

    independent financial advisor

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    Cameron Cunningham

    Financial Planning Associate

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    Caroline Bancroft

    finance assistant

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    Charlotte Taylor

    Administrator

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    Ciaran Cunnane

    Administrator

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    Connor Tustain

    Independent Financial Advisor

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    Curtis Green

    Administrator

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    Dave Marler

    Managing Founder

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    Declan Malone

    Corporate Benefits Consultant

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    Ellie Andrews

    analyst

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    Gabrielle Wait

    analyst

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    Georgia Tagg

    compliance manager

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    Baylee Cannon

    Independent Financial Advisor

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    Greig Ross

    independent financial advisor

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    Hayley Smith

    Chief People Officer

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    Hugh Twigg

    Independent Financial Advisor

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    Jade Bates

    analyst

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    Jake Relton

    administrator

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    Jake Crossley

    Financial Planning Associate

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    James Andrews

    Paraplanner

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    Joe Morris

    Administrator

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    Julian Palmer

    Chartered Financial Planner

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    Karen Thomas

    receptionist

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    Kath Watkins

    analyst

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    Lisa Armstrong

    Administrator

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    Kriss Elsdon

    Chartered Financial Advisor

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    Mike Marler

    Chief Financial Officer

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    Neil O’Connell

    analyst

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    Nikki Charley

    Client Steward

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    Noah Morris

    Analyst

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    Paul Everitt

    Paraplanner

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    Ryan Carter

    Director

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    Scarlett Marler

    Chartered Financial Advisor

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    Simon Hall

    independent financial advisor

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    Stephanie Nisbet

    administrator

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    Surjit Johal

    Analyst

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    Tammy Bloxham

    chief executive officer

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    Tom Batchelor

    Independent Financial Advisor

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    Wayne Collard

    Chartered Financial Planner

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