Karl Davies

Karl Davies is a seasoned professional in the wealth management sector, currently serving as Partner and CBDO at Morrinson Wealth Management LLP since January 2014, where also holds the title of Head of Operations. Prior experience includes roles as Executive Associate at St. James's Place Wealth Management from July 2012 to January 2014 and Accounts Associate at Napier Hammond Wealth Management between June 2010 and October 2011. Karl Davies holds several qualifications from the London Institute of Banking & Finance, including a Certificate in Mortgage Advice and Practice (CeMAP) and a Certificate in Supervising in a Regulated Environment (CeSRE), along with a Level 4 Diploma in Financial Advice (DipFA). Academic credentials include a BA(Hons) in Banking and Finance from London Metropolitan University.