Carla Morris | Wealth Director
Brewin Dolphin Ltd

Carla Morris, Wealth Director, Brewin Dolphin Ltd

Carla is a Wealth Director at 1762 from Brewin Dolphin and she joined the firm in 2012.  She has spent over 20 years in the financial services industry as well as working in both lending and accounting.  Her expertise covers a wide range of financial planning areas, including tax efficient investing, retirement and inheritance tax planning, as well as cashflow modelling.  She works with clients putting together a financial plan to help them achieve their goals and objectives.

Appearances:



WLTH Day 2 @ 13:55

Women and Divorce

last published: 31/Mar/20 15:45 GMT

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