Carla Morris

Wealth Director

“It’s great when you can help a client achieve their goal, such as showing them that they don’t have to wait to retire – that they can retire now if they want to!”

Carla creates financial plans and provides advice to high-net-worth clients. Her expertise covers a wide range of financial planning areas, including tax-efficient investing, pensions and retirement planning, as well as inheritance tax planning.

She works closely with families and business owners, delivering highly personalised financial strategies, enabling them to achieve their financial and personal goals, often using cashflow planning.

Carla began her career in Financial Planning in 2000, having previously worked in accounting and lending and joined RBC Brewin Dolphin in 2012.

A Chartered Financial Planner, Carla is also a Fellowof the Personal Finance Society.

Contact Carla Morris

The value of investments and any income from them can fall and you may get back less than you invested.