A 20-minute view. 

In our latest Adviser Insight interview Lee Robertson chats to Daniel Williams of Morgan Williams, a thirty-year-old family business.

In really open and honest chat, Dan talks about their approach to financial planning and how they have re-invigorated the business and the help get gained from working with Brett Davidson on their approach.

A PFS Education champion he is incredibly focused on educating and protecting the public as he is a firm believer that this be part of the service that should be a given by financial planners to their clients.