EDWARD MORELL – INDEPENDENT FINANCIAL ADVISER
MY WORK HISTORY
I joined the Financial Services Profession in 1985 and have been continually advising clients since. In my career I have a vast experience of working with major PLCs, SMEs, Limited Companies, Partnerships, the Self Employed as well as private individuals.
I joined the team in September 2020 and I am authorised to provide advice from investments, pensions, protection, group employee benefits, mortgages including equity release and long-term care.
I am a proud chair of my local community group, the Funtley Village Society and Hon Secretary of Wickham Cricket Club.
My interests include family, walking, cricket, skiing, travel, France and Arsenal FC.
Particularly active in the local Professional Bodies, having been a committee member of the Personal Finance Society Hants & Dorset Region since 2005, previously chairman, currently Professional Qualifications Officer. I am also the current President of the Insurance Institute of Southampton, the first Financial Services professional to be President in its 108 year history.
Diploma in Regulated Financial Planning
Personal Finance Society (PFS)
The Charted Insurers Institute (CII)