Richard Morley
ICAEW
Tell me more about Richard Morley?
Richard Morley is a highly experienced professional with 22.4 years of work experience in investments, asset management, portfolio management, wealth management, and internal communications. Based in Manchester, United Kingdom, he is the Director of the Manchester office, where he helps individuals with their money grow and safeguard assets for future generations. Richard's specialization lies in working with business owners to understand their own personal wealth position, plan for the future, navigate funding, and sell decisions. He is also the former President of the Mangement Commitee, leading the growth ambitions of the Manchester office, demonstrating his expertise in the field. Outside of work, Richard enjoys supporting the craft beer industry.
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About
Put simply, I help people with their money. Whether that's growing wealth for retirement, or safeguarding assets for future generations. As a Director of the Manchester office, I deal with a broad spectrum of individual clients but my specialism is working with business owners at all stages of their journey, to help them understand their own personal wealth position, plan for the future, navigate funding and sale decisions. We will often collaborate with other professional firms to build the right team around the client. After joining the Mangement Commitee in 2019, I now lead the Manchester office's growth ambitions, driving my colleagues forward to showcase our amazing service which I truly believe to be the best, both in Manchester and across our office network. When not in the office, I closely follow the Formula 1 season, play fair-weather tennis and enjoy supporting the craft beer industry!
...See MoreWork Experience
director & wealth adviser to leading entrepreneurs
Divisional Director
Divisional Director
Financial Services
Richard Morley's Professional Milestones
- Divisional Director (2001-06-01~): Driving operational excellence and fostering a culture of collaboration across departments, driving growth and profitability.
- Divisional Director (2001-06-01~): Optimized project execution and achieved record-breaking company growth.
Education
Skill
Investments
Asset Management
Portfolio Management
Wealth Management
Internal Communications
Marketing Strategy
Equities
Financial Advisory
Management
Financial Services
Relationship Management
Investment Management
Investment Strategies
Pensions
Asset Managment
Investment Advisory
Asset Allocation
Wealth
Certification
Colleagues
James Townsend
Technical Business Analyst | Scrum Master Product Owner
Alison Valente
Product Owner
Pauline Korbut
Application Owner
Arvinth Sridharan
Technical Lead | Solutions Consultant | Business Analyst | Product Owner - Financial Services
Pauline Longmuir
owner paradigm learning ltd
Other Named Richard Morley
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Richard Morley works for RBC Brewin Dolphin
Richard Morley's role in RBC Brewin Dolphin is director & wealth adviser to leading entrepreneurs
Richard Morley works in the industry of Financial Services
Richard Morley's colleagues are James Townsend,Alison Valente,Pauline Korbut
Richard Morley's latest job experience is director & wealth adviser to leading entrepreneurs at RBC Brewin Dolphin
Richard Morley's latest education in ICAEW