Edward Morris

Edward Morris Email and Phone Number

Independent Financial Advisor @ Haven Global Strategies Limited
Manchester, England, GB
Edward Morris's Location
Manchester Area, United Kingdom, United Kingdom
About Edward Morris

I'm passionate about guiding professionals and entrepreneurs on their journey towards financial freedom. With 10 years of experience in the financial industry, I've had the privilege of working with a diverse range of clients, each with their unique financial goals and dreams.🌟 Why Work With Me?Navigating the complexities of personal and business finances requires a tailored approach. I will create you a customised financial plan that aligns with your individual objectives. Whether you're aiming to optimise your income, fulfil the dream of homeownership, maximise your investments, plan for a secure retirement, or safeguard your valuable assets, I'm dedicated to providing tailored solutions that precisely align with your goals and aspirations.🚀 Empowering Your Financial FutureAs a dedicated financial planner, I believe education is fundamental to success. I take the time to explain financial concepts in a clear and approachable manner, ensuring you have a solid understanding of your options. Together, we'll make an adaptable plan that not only addresses your immediate needs but also paves the way for long-term financial success.🌐 Building Strong PartnershipsI understand that collaboration is key to achieving exceptional results. By working closely with professionals and entrepreneurs, I forge strong partnerships based on trust and open communication. Your aspirations become my mission, and your financial goals become milestones we celebrate together.📈 Adapting to ChangeIn the ever-evolving world of finance and business, staying ahead requires continuous learning and adaptation. I am committed to staying up-to-date with the latest market trends, regulatory changes and economic shifts to ensure your financial strategies remain effective and relevant.Let's connect and explore how we can work together to shape a secure and prosperous financial future. Whether you're a seasoned entrepreneur or just embarking on your professional journey, I'm here to provide the guidance and expertise you need. Feel free to reach out via LinkedIn message or at edward@havengsl.com. Let's embark on this exciting financial journey together!#FinancialPlanning #WealthManagement #Pensions #Goals #Financial Advice

Edward Morris's Current Company Details
Haven Global Strategies Limited

Haven Global Strategies Limited

View
Independent Financial Advisor
Manchester, England, GB
Website:
havengsl.com
Employees:
6
Edward Morris Work Experience Details
  • Haven Global Strategies Limited
    Independent Financial Advisor
    Haven Global Strategies Limited
    Manchester, England, Gb
  • Haven Global Strategies Limited
    Independent Financial Advisor
    Haven Global Strategies Limited Sep 2023 - Present
    Altrincham, England, United Kingdom
  • Professional Mortgage Services
    Mortgage Consultant
    Professional Mortgage Services Sep 2022 - Jan 2023
    Manchester, England, United Kingdom
    We offer bespoke independent mortgage advice, set against a backdrop of informed interest rate commentary. We specialise in arranging mortgages for professionals, many of whom are partners of the large accountancy and law firms. Due to the quality and quantity of business placed with lenders our ‘buying power’ often enables us to get cases agreed outside of normal criteria. All of our advice is produced in the form of a report, which is free and without obligation.Re-mortgage EvaluationIf you have an existing mortgage arrangement we will help you evaluate your current mortgage by benchmarking it against today’s best buys highlighting any savings, taking into account early repayment charges and set up costs.New PurchaseAfter taking a note of your product preferences and attitude to risk we will match your personal circumstances and future requirements with the most relevant of today’s 12,000 mortgage products. This will nearly always save you a considerable amount of time and money.
  • Jordan Lynch - Professional Mortgage Advisors
    Mortgage Consultant
    Jordan Lynch - Professional Mortgage Advisors Jun 2018 - Sep 2022
    Jordan Lynch has access to the whole mortgage market, we offer completely impartial advice and will consider every lender and deal available when assisting our clients. We have strong relationships with the UK’s high street banks, plus private banks and specialist lenders, which proves invaluable when dealing with complex circumstances and high-net-worth mortgages.
  • Together - Loans, Mortgages & Finance
    Lending Specialist
    Together - Loans, Mortgages & Finance Sep 2016 - Jun 2018
    Cheadle Hulme, Greater Manchester, United Kingdom
  • A-Plan Insurance
    Insurance Broker
    A-Plan Insurance Jun 2014 - Sep 2016
    Wilmslow, Cheshire, United Kingdom

Frequently Asked Questions about Edward Morris

What company does Edward Morris work for?

Edward Morris works for Haven Global Strategies Limited

What is Edward Morris's role at the current company?

Edward Morris's current role is Independent Financial Advisor.

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