Dan joined Berry & Oak as a Trainee Financial Planner, in February 2020, after relocating from the wrong side of the Pennines back to Yorkshire.

He has spent the first few months integrating with the team and learning the Berry & Oak way of doing things. It has been an interesting time to join a new firm with the additional challenges from the Covid-19 pandemic, such as the majority of the team working remotely, and “the normal way of working” no longer be normal. But Dan has shown himself to be very adaptable, as well as capable, as he rolled up his sleeves and got stuck into help.

Initially, Dan is working with Andrew to help support the work he does for our clients. Dan will be following our competent adviser development programme, with the aim of becoming financial planner in his own right and will be looking after a number of our existing clients as well as new clients.

Why Join Berry & Oak

Having previously spent two years as a Client Manager at a larger wealth management firm, Dan has a good range of experience working with clients but wanted to be able to step up to the plate and become a financial planner.

Dan carefully researched the opportunities at financial planning firms in the North of England and chose Berry & Oak because of the high esteem we are held within the profession, our culture, values and focus on true financial planning to help our clients achieve their lifetime goals.

Qualifications

Despite been in the profession for less than three years, Dan was one of the first people in the UK to pass the new CISI Level 7 Diploma in Advanced Financial Planning, as a CERTIFIED FINANCIAL PLANNER™ professional. Level 7 it is currently the highest level of qualification that can be achieved in financial planning.

Dan is also working towards Chartered Financial Planner status and only needs one more exam pass to achieve this, so fingers crossed for later this year.

In 2019 Dan was awarded the Hoare Nairne Scholarship. The Hoare-Nairn Scholarship is awarded annually by the CISI Educational Trust, to financially assist the successful individual’s fees in studying for the CISI’s premier qualification, the Chartered Wealth Manager Qualification. Dan was awarded the Scholarship following his essay on Green Finance.  Simon Culhane, Chartered FCSI and CISI CEO said: “Many congratulations to Daniel Morgan. His essay in particular stood out because it was well researched and argued with a compelling conclusion that Green Finance is here to stay and is part of a global shift towards a real shift amongst investors, both wholesale and retail, towards ESG.

Who is Dan?

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

Prior to starting a career in financial planning Dan was an officer in the British Army and did his officer training at The Royal Military Academy Sandhurst. He has been able to bring across a lot of the values he gained in the Military into the financial planning world at Berry & Oak.

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

A cliché, but every day is different. I may be helping administration team prepare a client file for an upcoming client meeting, before then sitting in the meeting with Andrew and taking notes. Following the meeting I would then work to ensure that all agreed actions were followed up.

I also work with the paraplanning team on the Truth financial planning software which we use to create, test and ratify our client’s financial plans. This allows our clients to visualise their assets and liabilities, income and expenditure across their whole lifetime and be confident that their financial plan will enable them to achieve their lifetime objectives.

You can also read more about Dan here https://berryandoak.com/team_members/dan-morgan/


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If you’ve been wondering what you need to do next with your financial planning, or want to know more about getting the most out of your finances for retirement planning, investing or estate planning, please talk to us.

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