Steve Morris D Ip Fa, Ce Rer
About Steve Morris D Ip Fa, Ce Rer
Steve Morris D Ip Fa, Ce Rer serves as the Equity Release South East Regional Manager at Age Partnership, a position he has held since 2016. He has extensive experience in financial services, having previously worked in various roles including Financial Advisor and Regional Development Director.
Work at Age Partnership
Steve Morris D Ip Fa, Ce Rer has been serving as the Equity Release South East Regional Manager at Age Partnership since 2016. In this role, he oversees equity release operations within the South East region, focusing on providing tailored financial solutions to clients. His responsibilities include managing a team, developing strategies to enhance service delivery, and ensuring compliance with industry regulations.
Previous Employment History
Prior to his current position, Steve held various roles in the financial services sector. He worked at BEALS MORTGAGE AND FINANCIAL SERVICES LIMITED as a Financial Advisor for 8 months in 2015. Before that, he served as Regional Development Director at Opal Financial Management for 7 months in 2013. His experience also includes an 8-year tenure at AXA Wealth as Area Business Manager from 2005 to 2013, and a role as Business Development Manager at Pro Media Consultants Ltd from 2013 to 2015.
Education and Expertise
Steve studied at Howard School, where he developed foundational skills that contributed to his career in financial services. His expertise spans various aspects of financial advisory, business development, and regional management, equipping him with the knowledge necessary to navigate the complexities of equity release and client management.
Career Development
Steve's career progression reflects a strong commitment to the financial services industry. Starting as a Business Development Manager, he advanced through roles with increasing responsibility, culminating in his current position at Age Partnership. His diverse experience across different organizations has provided him with a comprehensive understanding of the market and client needs.