Emily Morris Wealth Management Limited
Emily is an experienced Financial Adviser with over 20 years in the financial industry. As well as the Diploma in Financial Planning, Emily holds the recognised industry 'gold standard' Chartered Financial Planner status, as well as being a Fellow of the Personal Finance Society.
After five successful years as a financial adviser with Prudential Financial Planning, Emily was delighted to establish her own financial advice business, Emily Morris Wealth Management Limited, now partner of M&G Wealth Advice.
Emily has been helping people achieve financial security throughout her career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Emily takes pride in providing investment solutions to meet individual client needs. She provides bespoke advice, following a rigorous assessment of each client’s financial needs.
Quite simply, Emily provides sound, personal and expert advice bilingually in English and Welsh.
In her spare time, Emily enjoys hiking, volunteering, live music, and travelling with her partner Matthew.
Emily Morris Wealth Management Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.