Morley has been with RSM Tenon since its inception in early 2001 and heads the Financial Services Division for RSM Tenon in Scotland and North East of England. He has been an IFA since the late 1980s, working both in client facing and management positions. During the last few years Morley has taken the responsibility for developing services for GPs and clients of RSM Tenon involved in the Medical profession, specifically creating a bespoke system to project forward GP superannuation values.
Expertise:
- Investment
- Protection
- Pension planning
- GP superannuation
- Retirement planning centred on the NHS scheme