Neil Morran

WORK HISTORY

EDUCATION

ABOUT NEIL MORRAN

I work with clients across the UK, including entrepreneurs, professionals and families, helping them manage, grow and structure their wealth over the long term.My approach combines discretionary investment management with broader financial planning, taking a fully integrated view of each client’s circumstances, objectives and priorities. This allows for clear, practical advice across areas such as investment strategy, retirement planning, tax-efficient structuring and intergenerational wealth.I focus on building long-term relationships and offer a personal, straightforward service. I work closely with clients and, where appropriate, their other advisers to ensure decisions are well-informed and aligned with their wider goals.After a number of years at RBC Brewin Dolphin, I recently joined Canaccord Wealth. This move allows me to offer a more flexible and highly personalised approach, supported by strong investment capability and a clear focus on long-term value.If you would like to have an initial conversation, feel free to get in touch.