Dan Morgan

Certified Financial Planner

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01937 223055

Accreditations Qualifications

At work

Dan is a Financial Planner at Berry & Oak and works with Andrew on all aspects of the Berry & Oak client journey. This includes preparing for and sitting in meetings, and following up with clients afterwards, in addition to behind-the-scenes work doing technical reports and building clients’ financial plans.

Dan is a Certified Financial Planner™ Professional, a Chartered Member of the CISI and holds the CISI Level 7 Diploma in Advanced Financial Planning, the highest level financial planning qualification in the country. Dan is a Fellow of the CII and has also completed the qualification criteria for Chartered Financial Planner status and is working towards the experience requirement.

At home

Outside of work Dan is a keen squash player and rugby fan and gets out into the hills as often as possible.

In the spotlight

What does the day in the life of a Trainee Financial Planner look like?

A cliché, but every day is different. I may be preparing a client file for a meeting, then sitting in the meeting with Andrew. I might then be ensuring all agreed actions are followed up. I also work with the paraplanning team to help clients visualise their finances across their lifetime, enabling them to make decisions about the future.

What do you like about working at Berry & Oak?

My colleagues and the sense of teamwork, everyone is willing to muck in to ensure we get the best outcomes for our clients first and foremost.

What are your top three life highlights so far?

  • Trip to California in 2018 including a friend’s wedding and the Joshua Tree National Park.
  • Commissioning from the Royal Military Academy Sandhurst in 2014.
  • Trip to Honduras in 2008 on Operation Wallacea doing conservation research.

Is there an ability you wish you had?

To apparate like in Harry Potter. It would mean less time wasted travelling, and it’d be easier to see friends and family in faraway places.

What’s currently top of your bucket list?

To walk/run a long-distance trail through some mountains – where exactly is as yet undecided.

Which song gets you on the dancefloor?

The Killers – Mr Brightside

Do you have a talent people would be surprised to know about?

I have passed grade 5 on the violin.

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Ready to talk?

If you want to know more about getting the most out of your finances for your retirement, investing or estate planning, please get in touch. You can send us an email or use the direct message box at the bottom of this page. Or call us and we can chat through your needs and, if you are ready, make an appointment to better understand how we can help.

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