Paul Morton is an experienced investment professional currently serving as Investment Planning Director at WEALTH at Work since July 2009. Previously, Paul held the role of Head of Strategic Investment Planning at WEALTH at Work, formerly JPMorgan INVEST, from November 2004 to July 2009. Paul's earlier career includes over a decade at Close Brothers Asset Management, where responsibilities included Senior New Client Investment Advisor, Investment Advisor, and Client Care Manager from June 1994 to November 2004. Paul's foundational experience was gained at Barclays Bank Trust Company Limited, working as Dealing Manager and Investment Administrator from August 1987 to June 1994.
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