Mike Morris

Mike has a long history in the financial services starting in an advisery setting and moving into leadership roles in regulatory and corporate strategy. He is a CII prize winner and was also the youngest person to ever achieve Chartered status – a record he held for nearly a decade.

At 37, Mike now holds an executive role within a prominent national financial advisery business and enjoys the challenge of solving immediate problems whilst thinking about the big picture and anything that involves a spreadsheet.

Mike sees WealthPersonality® as a way to enable more people to understand and prioritize their financial goals and is passionate about technology that can help people engage with these issues earlier.

When he’s not building spreadsheets, Mike enjoys running, playing guitar and making up stories with his daughter.