Meet our team
Meet the key members of the Morris Powell team, your financial conscience.
Principal of Morris Powell
Aside the day-to-day running of the business, most of my working week is spent meeting new and existing clients so as to implement or review their financial planning. Every interaction is unique, but in working primarily with those in the creative, branding and design sectors I have thoroughly enjoyed learning about our clients’ businesses, their future plans and the challenges specific to these industries.
Outside of work I am an avid supporter of Charlton Athletic FC & Yorkshire CCC and enjoy exploring new cities especially across Europe.
My role at Morris Powell is to ensure all clients experience a smooth and professional journey with us. I work closely with clients, answering enquiries and overseeing processes to make sure they are simple and transparent. For me, a typical day involves client liaison, product information collation, and networking to find new connections and build on existing relationships.
Prior to joining Morris Powell, I spent ten years working in a corporate environment, then I started my own business providing administration support. I’ve always worked with people and I love that I continue to do so in my role here. I am energised and inspired by the people around me, both clients and colleagues; their drive and passion are infectious.
I take care of the daily administration at Morris Powell, carrying out duties like booking appointments, preparing meetings and supporting the advisers on projects. I’m an organised person and I like seeing tasks through to completion, so this is a great role for me.
I have always worked in administration for various companies. After maternity leave, I looked for a role closer to home with more flexibility. That’s when I came to work for Morris Powell and I’ve been here for more than a year now.
Outside of work, I enjoy spending time with my family, going on holiday, and catching up on sleep as and when my young daughter allows me to!
My role as a Financial Adviser is to work with clients to help them to achieve their financial goals. I do this by placing a strong emphasis on building a full financial and personal plan that builds for the best and prepares for the worst.
I’m very much enjoying being part of an amazing team at Morris Powell, we are a dynamic and growing business that constantly strives for improvement. To this end we place a strong emphasis on personal development, and I am on the road to achieving Chartered status. Prior to joining Morris Powell, I completed a degree in Economics at the University of Hertfordshire achieving a 2:1 grade. The course included a one-year Scholarship at the College of Charleston (USA). This gave me the foundation with which to build upon so as to enable me to specialise in Wealth Management and I subsequently became a fully qualified Financial Adviser in 2020 having attained the Diploma in Regulated Financial Advice.
Outside of work I am a keen sportsman keeping myself fit with weightlifting, running, badminton, skiing and Golf. I also have a love for reading and watching Formula One most weekends.
HEAD OF ADMINISTRATION
I am responsible for administration at Morris Powell, I support the Advisors and our Practice Manager in ensuring timely and accurate investment processing. I take a great deal of pride in my role and I enjoy administrating the client experience, both for new planning but also for the regular communication the Advisors have with all clients.
Prior to joining Morris Powell, I spent over 25 years in the Banking world, where I was able to work in a variety of roles.
At the end of my working day and every weekend, I head to the barn to see my horse. I love to spend time riding in the South Downs National Park. My two grown up children also keep me busy.
Let’s start the conversation.
Let’s start the conversation.