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.
Senior Wealth Strategist
As a Senior Wealth Strategist I primarily work with business owners, developing intelligent business planning strategies designed to enhance the value of their business, ensuring on route that their financial arrangements match the aspirations of their desired future lifestyle.
Born in the market town of Hereford, I moved to London to work with NatWest Bank in the West End of London. In living next to the banks sports ground I played sport daily and was a keen and active sportsman, primarily rugby and squash. Now that I am in my fifties and sport has taken more of a back seat I am a keen chess and scrabble player.
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.
Business Development Manager
My primary role is to help grow the business by engaging people and to spread the word that financial advisers should be for everyone.
I manage our professional relationships with businesses and help improve client servicing and customer relationships.
Having completed 4 years at University gaining a 2:1 degree in Business Economics with a year scholarship at the College of Charleston. I am keen to keep learning by joining the St. James’s Place Next Generation Academy and becoming a Regulated Financial Adviser, this will be my next welcomed challenge and I am looking forward to continuing my knowledge and learning journey.
I am a keen sportsman, playing most Racket sports, Running, weightlifting and Skiing.
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!
Let’s start the conversation.
Let’s start the conversation.