Chris Morley
Chris Morley

Chris Morley
Client Relationship Manager
Professionally
Chris has three years’ experience in financial services and recently, in 2024, Chris passed the R06 – Financial Planning Practice Exam and achieved his Chartered Insurance Institute Diploma in Regulated Financial Planning. Chris is now working toward Chartered status.
Chris’ role involves providing support to the advisers adding value to our clients’ experience. Day-to-day, he can be processing new business, monitoring and assessing suitability of client portfolios, risk, cashflow and benchmark analysis.
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