Paul Morley

Paul Morley Email and Phone Number

Senior Investment Director @ TrinityBridge
England, United Kingdom
Paul Morley's Location
West Sussex, England, United Kingdom, United Kingdom
Paul Morley's Contact Details

Paul Morley personal email

About Paul Morley

I understand the needs of my clients so that I can effectively manage their investment portfolios to meet long term objectives and real life goals. This involves tailoring investment portfolios for Individuals, Trusts, Pension Funds and Charities whilst encouraging collaboration with other professionals such as Financial Planners, Solicitors and Accountants to provide holistic advice and achieve the best outcomes for clients.I am a Chartered Wealth Manager and a Fellow of the Chartered Institute of Securities and Investments.I hold the Masters in Wealth Management (Level 7) and the CFA Investment Management certificate (IMC).

Paul Morley's Current Company Details
TrinityBridge

Trinitybridge

View
Senior Investment Director
England, United Kingdom
Website:
bit.ly/4l025cO
Employees:
526
Paul Morley Work Experience Details
  • Trinitybridge
    Senior Investment Director
    Trinitybridge
    England, United Kingdom
    View
  • Close Brothers Asset Management
    Investment Director
    Close Brothers Asset Management Jul 2022 - Present
    South Coast
    Close Brothers Asset Management is an established provider of high-quality financial advice and investment management services. Professionals, business owners, individuals, families and their advisers rely on us to preserve and grow their long-term savings and investments. We cut through the complexity of the world of money and investing to give you the clarity and clear direction you need.Remember, no investment is without risk. Values go up and down, and investors can get back less than they put in.
    View
  • Sanlam Uk
    Senior Portfolio Manager
    Sanlam Uk Sep 2019 - Jun 2022
    Brighton, United Kingdom
    View
  • Thesis Asset Management Plc
    Investment Manager
    Thesis Asset Management Plc Sep 2007 - Sep 2019
    View
  • Bank Of Ireland Life
    Senior Customer Support Advisor
    Bank Of Ireland Life Mar 2006 - Aug 2007
    Dublin, Ireland

Paul Morley Skills

Portfolio Management Investments Wealth Management Financial Markets Asset Management Investment Management Asset Allocation Wealth Trusts Equities Fixed Income Mutual Funds Bloomberg Financial Services Securities Finance Structured Products Bloomberg Terminal

Paul Morley Education Details

  • Bpp College Of Professional Education
    Bpp College Of Professional Education
    Level 7- Pass
  • Bpp College Of Professional Education
    Bpp College Of Professional Education
    Cfa Investment Management Certificate (Imc)
  • Lia Ireland
    Lia Ireland
    Qfa
  • University Of East Anglia
    University Of East Anglia
    2:1
    View
  • Varndean College
    Varndean College

Frequently Asked Questions about Paul Morley

What company does Paul Morley work for?

Paul Morley works for Trinitybridge

What is Paul Morley's role at the current company?

Paul Morley's current role is Senior Investment Director.

What is Paul Morley's email address?

Paul Morley's email address is pa****@****aol.com

What schools did Paul Morley attend?

Paul Morley attended Bpp College Of Professional Education, Bpp College Of Professional Education, Lia Ireland, University Of East Anglia, Varndean College.

What skills is Paul Morley known for?

Paul Morley has skills like Portfolio Management, Investments, Wealth Management, Financial Markets, Asset Management, Investment Management, Asset Allocation, Wealth, Trusts, Equities, Fixed Income, Mutual Funds.

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