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Daniel Morris Chartered ALFBF

Chartered Financial Planner

Daniel joined Perspective in November 2025 as part of the Prosser Knowles acquisition.

Daniel has been advising since September 2018 and has been a member of the financial services profession since 2012. He previously worked in banking, handling cases of mis-selling and complaints. Having seen the bad side of the industry, Daniel decided he wanted to help create a better service, so took his advising exams and moved into advising. 

Daniel loves the challenge of finding a solution unique to his client’s circumstances.  

Daniel thrives on the challenge of creating solutions tailored to each client’s unique circumstances. 

Based

Gloucester Office

4th Floor Llanthony Warehouse
Gloucester Docks
Gloucester
GL1 2EH

Telephone: 01452 260840