Richard Morris is a CFP® professional and Partner at Curated Wealth — with 23 years of financial planning experience and a rare background managing institutional assets at Gartmore, Citibank and HSBC in London.
"Financial planning can be fun — when it's done right."
A CFP® professional with a background in institutional asset management. Richard's specialisations are specific, deep, and hard-won over 23 years.
CFP® Professional · Partner, Curated Wealth · Westville
Richard Morris has been a financial advisor for 23 years — and has held the CFP® (Certified Financial Planner) designation since 2013, the gold standard qualification in South African financial planning.
His path into financial services is genuinely unusual. Richard completed a BSc (Hons) in Surveying and Mapping Sciences at the University of East London — then spent six years in London's institutional asset management industry, working at Gartmore Asset Management, Citibank and HSBC before returning to South Africa.
That background gives Richard a perspective on investment markets and portfolio behaviour that most advisors simply don't have. Today he is a Partner at Curated Wealth, a boutique advisory practice operating under Adviceworx (FSP 33002) in Westville, Durban — where the philosophy is grounded, fact-based financial advice, not product-driven sales.
Curated Wealth's philosophy: grounded, scientific advice that starts with your situation — not a product catalogue.
Before any product discussion, Richard builds a complete picture of your financial life — income, obligations, goals, risk profile and timeline. The plan comes from your situation, not a template.
A CFP® professional with institutional investment experience can go deep on complex investment, retirement and business structures. Not just standard packages.
Richard's clients don't get a once-off plan. They get ongoing reviews, annual policy checks, and an advisor who knows their history and adjusts as their life changes.
Richard is based in Westville, Durban. Book a meeting to discuss your investments, retirement, risk cover, or any other financial planning matter.