Click on a team member to find out more
Andrew Morrell
Helen Morrell
Victoria Morrell
Yewande Adekunle
Tom Day
Andrew Morrell
Andrew has over 22 years of experience working in the financial services industry. He has built a reputation in the financial advice sector as being the ‘go to guy’ when it comes to pensions and he helps a lot of other financial advisers with the more technical aspects of complex advice cases. Andrew has several financial advisers as clients, as well as pension fund trustees and trustees of charitable trusts, however, the vast majority of his clients are personal clients that have little to no experience of pensions or investments.
Andrew advises clients on a wide range of products and solutions, helping them to navigate through their financial journey and achieve their goals – from their first mortgage, right through into retirement and all the investment decisions along the way. Over the last 17 years he has specialised in the more technical areas of financial advice, with a focus on pensions, however, we look after all of our customers with the same diligence from those with very simple needs to those with very complex needs.
Of course, every client is unique, and so his approach is entirely personal; the aim is to get to know each individual and understand what’s important to them. We have excellent relationships with professional firms such as accountants, solicitors and estate agents meaning that you can also benefit from a network of trusted professionals.
In addition, it’s very important for you to be aware of the significant changes that have taken place over the last few years across the financial services sector. In particular, that each regulated financial adviser now has to hold much higher levels of qualification than ever before. In addition to passing the new exams, we must also hold a current “Statement of Professional Standing” (SPS Certificate). This not only indicates that we have signed up to a code of ethics but also that we have completed at least 35 hours of professional training each year, to stay up to date with changes in the industry, taxation and regulation. Andrew’s SPS Certificate provides positive re-assurance to clients that not only is he authorised by our Regulator (The Financial Conduct Authority) but also appropriately qualified and up to date.
Give us a call when you’re ready to talk about your personal financial needs.
Helen Morrell
Helen is passionate about people. She has worked in coaching and advisory roles for 15 years in local government and, for the last five years, Helen has worked in business development for a small national organisation. Helen has worked with a broad range of clients in her coaching role and enjoys helping others to achieve their goals, whether financial or personal. As a business development manager Helen created solid foundations for sustainable growth, placing people at the centre of the business and she hopes to do the same at Morrell Financial Management.
Helen is also interested in financial education, supporting young people to understand how money works and ensuring they have an opportunity to learn the basics of money management.
Helen said, “This is an exciting opportunity to work alongside Andrew to build our family business. While our skill sets and personalities are quite different, we share the same commitment to holistic advice and providing a personalised service for each client. I am really looking forward to getting to know our clients and welcoming them to the MFM family. It’s important to me that our clients feel that we care about them, as people, as much as we care about how their money is invested.”
Victoria Morrell
Victoria joined Morrell Financial Management on 3rd October 2022 as a trainee Paraplanner. Having Victoria on our team will allow Andrew to focus on working closely with clients and supporting their financial goals. Once fully trained she will be able to prepare technical reports and research the best products for our clients’ individual needs and circumstances.
Victoria has worked in Human Resources for 15 years within large corporate businesses. She joins us with excellent technical, analytical and communication skills, which is why she will be an asset to our expanding business. She is very much a people person and is looking forward to building relationships with our clients. She is passionate about customer service and will prioritise our clients’ needs at the forefront of her role.
“I am very grateful for this opportunity to work alongside my brother and sister-in-law, we already have a great relationship and I’m impressed at our new professional relationship. We all have the same values surrounding the importance of caring for our client’s financial wellbeing. It is wonderful to see how Andrew and Helen are passionate about their business and I admire their extensive knowledge and experience enabling them to provide advice to anyone who needs it.”
Yewande Adekunle
Yewande is the Annual Review Administrator at Morrell Financial Management. She is passionate about helping clients achieve their financial goals through strategic planning, sustainable solutions and well-tailored financial advisory. She will be supporting the team to deliver an excellent client relationship and effective financial product options to our clients.
Having worked over 11 years and on various roles at the Stock Exchange, Yewande has a comprehensive understanding of the financial market and possesses both technical and non-technical skills required in our professional setting. Yewande is a Chartered Financial Analyst (CFA) charterholder, she is currently pursuing a Master of Science (MSc.) degree in Finance and Management at the University of Sunderland. She has a Bachelor of Science (BSc.) degree in Economics from the University of Ibadan, Nigeria, and a member of various professional bodies in Nigeria.
Yewande said, “It is a great privilege to be working with exceptional and passionate professionals, MFM team works with great dedication, positive attitude, strong work ethic and ensures work-life balance. This is surely a great place to work”.
Tom Day
Tom has a number of years of experience working in the financial services sector, and after developing his skills and knowledge providing support to over 300 advisers for a large national firm, he took the step into advice in order to help clients achieve their goals on a more personal level.
His approach is to obtain a full understanding of his client’s financial position and objectives, and use this information to put in place a structured financial plan and give advice in a straightforward and easy to understand manner.
Tom understands that everyone’s circumstances are different, and he is fully committed to providing each and every one of his clients with bespoke advice that is completely tailored to the individual and always fully independent.
Whether you are looking to invest for the future, plan your retirement, or just don’t know where to start when navigating the complex world of personal finance, please don’t hesitate to reach out for an informal initial consultation at no cost to yourself.