Courtiers Wealth Management
Courtiers Wealth Management

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Rhys Morgan

DipPFS - Adviser

01993 223 008

At Courtiers

Rhys joined Courtiers in September 2021 as a Trainee Fund Accountant. After developing a technical understanding of Courtiers’ systems and operations, he moved into the Adviser Team in May 2023. As a Financial Adviser, he is keen to support clients and their families with their financial goals.

Background / Experience

Having worked in a range of finance roles over the past 12 years, Rhys is looking forward to broadening his knowledge further. He has achieved his Diploma in Regulated Financial Planning with the CII and is working towards his Chartered status.

Outside Work

Rugby has taken a back seat for Rhys recently with him and his partner welcoming a little girl to their family at the beginning of 2025. She joins Rhys, his partner and their two dogs.