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My financial adviser – he really knows what he’s doing. He talks about the products with some considerable knowledge.
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Daly Harvey Morfitt is a trading name of DHM Financial Services Ltd. Authorised and Regulated by the Financial Services Authority.

Find an Independent Financial Adviser

All Daly Harvey Morfitt financial advisers are fully qualified and experienced in providing advice on pensions, investments, mortgages and insurance products. Some of our financial advisers specialise in mortgages and estate and inheritance tax planning. Your adviser will introduce you to a specialist adviser should the need arise.

Our clients call us their trusted advisers. We realise how important it is to have financial advisers you feel you can talk to, who are knowledgeable and who will listen and explain complex product terms or options to you.

 

 

Nigel Foster
Nigel Foster Dip PFS
Managing Director.

 

Sheila King
Sheila King
Pensions Manager

Barry Martin
Barry Martin Cert PFS
Financial Adviser

Jon Bingham
Jon Bingham Cert PFS
Director

Gordon Clarke
Gordon Clark Dip PFS
Chartered Financial Planner


 


Helen Phillips Cert CII(MP),Cert PFS
Financial Adviser

Allison Jordon
Allison Jordan
Financial Adviser

 

 

Contact Daly Harvey Morfitt now to arrange an initial free consultation. Call on 01789 299655.

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Daly Harvey Morfitt. 8 Shottery Brook Office Park, Timothy's Bridge Road, Stratford-upon-Avon, CV37 9NR. Tel: 01789 299655 Fax: 01789 264685