Our Team
Regular reviews are key to ensuring your objectives and goals are met
We offer a personal service where gaining trust and confidence underpins every action and every decision we make.
Fundamental to our success is the adviser/client relationship – getting to know each and every client, understanding their needs and objectives.
Our aim is to ensure a long lasting financial relationship with you. To find out more, do not hesitate to contact us.
Ben Morris
It’s not always about the facts and figures, it’s about real people and real lives.
Ben Morris
It’s not always about the facts and figures, it’s about real people and real lives.
Ben Morris
It’s not always about the facts and figures, it’s about real people and real lives.
Ben Morris, DipPFS BSc (Hons)
Director & Independent Financial Adviser
Ben started his career in the Financial Services industry in 2006 after graduating from University and then joined a Graduate Training Programme in North Wales which gave him a solid foundation to start giving financial advice.
Ben founded Morris Financial in 2013 and is proud to have built up a successful local business.
Ben’s main focus is being able to build a strong relationship with clients and offering the personal touch when dealing with all financial matters. He feels passionately about this as this is what forms the core foundations of what Morris Financial is today.
Ben is an avid rugby fan and played for Rhyl Rugby Club for many years and also had the honour of being Club Captain. Other passions are travelling and the great outdoors!
Glyn B Jones
Consultant
Glyn has over 40 years’ experience as an Independent Financial Adviser and has developed a broad range of knowledge through study and practical problem solving.
He likes to take the long-term approach having supported various local charities and sports clubs for many years and is a life-long supporter of Wrexham Football Club!
Angela Grimshaw
Senior Administrator
Angela joined Morris Financial in July 2022 having held various administration positions in industries such as finance, retail, manufacturing and construction.
Angela is a key member of the Team and is the first point of contact for clients. She has good organizational skills and has a natural client rapport. She takes pride in helping to provide our clients with an efficient quality service.
