Daniel Morson

BA (Hons) APFS

Financial Planning Technician


Daniel is a Financial Planning Technician, supporting the Financial Planners by creating tailored wealth managements solutions for our clients and handling client queries.


  • Diploma in Regulated Financial Planning
  • CII Certificate in Pension Transfers
  • BA (Hons) Business Management & Human Resources
  • Currently working towards Chartered


  • The Chartered Institute for Securities and Investment (CISI)
  • The Chartered Insurance Institute (CII)
  • The Personal Finance Society (PFS)

What do you enjoy about your role?

The role provides me with a great deal of variety and I get to work with a great team.

What are you passionate about?

I am an analytical person and so I enjoy getting into the detail of my work. Putting together a tailored financial plan for each client and seeing the real benefits of the work I do is what makes my role so rewarding.

What do you like most about working for Fiscal Engineers?

Working with a great team to deliver results for our clients. I also enjoy having the autonomy and responsibility to get on with my work.

What are your interests?

Outside of work, I enjoy badminton and table tennis.

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