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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

Perspective (Prosser Knowles) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 446589.

Perspective (Prosser Knowles) Limited is registered in England and Wales Number 04520041. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (Prosser Knowles) Limited is a subsidiary of Perspective Financial Group Limited.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk