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Dan Morris — Financial Adviser

Services

  • Retirement planning
  • IHT planning
  • Sharia-compliant advice
  • Mortgages
  • Insurance

Specialisations

  • Retirement Planning
  • Tax Planning
  • Pension Planning
  • Investment Management

Regulation

Dan Morris is FCA-verified.

Frequently Asked Questions

Is Dan Morris an FCA-regulated financial advisor?

Yes. Dan Morris is FCA-regulated and verified by Trusted Advisor. We re-check every advisor's FCA status regularly to make sure their authorisation to give regulated advice is current.

What services does Dan Morris offer?

Dan Morris offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.

How much does it cost to use Dan Morris?

Fees vary depending on the service, the complexity of your situation and the assets involved. Dan Morris will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.

What is the difference between an independent and a network financial advisor?

Dan Morris is an independent financial advisor, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.

How do I book a consultation with Dan Morris?

Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Dan Morris directly through the contact form.

Does Dan Morris work with clients outside the UK?

Many of the advisors on Trusted Advisor work with UK clients remotely as well as in person. Dan Morris is based in the UK but you can confirm preferred meeting locations and video options when you book your initial call.