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, as part of The Advice Partnership from Prudential.
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.
From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.
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.
M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.
M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.