Edward Perry has been a financial adviser in Reigate since 2007, he formed his investment and financial services knowledge whilst working in the City and Canary Wharf. However, when the opportunity presented itself to open a regional office for Edward Jones Investments he opened their Reigate satellite office in 2007. Since then Edward took the opportunity to become an independent financial adviser and has been serving the local community ever since. In 2016 Edward decided to team up with Daniel Lawrence to build an advice firm true to their vision and ethos of service and a sensible, coherent approach to wealth management. 
Edward specialises in investment planning, retirement planning, estate planning and is qualified to provide advice on Long Term Care. 
Edward is also involved in the local community as a member of the local Rotary club.

Qualifications: Private Client Investment Advice & Management (Level 6 passed with distinction), Diploma in Financial Planning DipPFS (Level 4),  CISI Securities & Regulations (level 3), BA Hons Politics, Philosophy & Economics
Edward is a Chartered Fellow of the Chartered Institute for Securities and Investments (CISI).

Daniel started working in the financial services industry in Reigate in 2010, since then he has worked for a London based stockbrokers before returning to work in Reigate at Define Financial Planning Ltd. In 2016 Daniel decided to team up with Edward Perry to build an advice firm true to their vision and ethos of service and a sensible, coherent approach to wealth management. Daniel has experience in helping high net worth individuals, families and businesses to make the most out of their finances. Daniel's time in the City was as a Private Client Investment Manager. The role entailed building investment portfolio's utilising investments such as collective investments and direct equities bespoke to client needs.
Daniel specialises in investment planning, retirement planning, estate planning and is qualified to provide advice on Long Term Care. 

Qualifications: Diploma in Advanced Financial Planning (Level 7). Private Client Investment Advice & Management (Level 6 passed with distinction). Certificate in Advanced Financial Planning (Level 6).  Investment Advice Diploma, Private Client Advice (both Level 4) and Certificate in Securities (Level 3). 
Daniel is a Chartered Fellow of the Chartered Institute for Securities and Investments (CISI).

Morgan graduated with a 1st Class Degree in International Business. Whilst at University Morgan set up his own business and played semi-professional rugby. He then started his career in financial services as a trainee financial adviser in Banstead. Morgan joined Perry Monroe in May 2022 as an associate financial planner to help assist the Director’s in managing client relationships. Morgan has the Diploma in Regulated Financial Planning (Level 4).

Qualifications: R01 Financial Services, Regulation and Ethics. R02 Investment Principles & Risk, R03 Personal Taxation, R04 Pensions & Retirement Planning, R05 Financial Protection, R06 Financial Planning Practice. BSc (Hons) International Business

Vanessa started her career working for the Financial Times supporting the Group Finance Director, she has held various Board Level PA roles and has 13 years experience working as an administrator to financial advisers. Since joining Perry Monroe in September 2018 as a Senior Financial Administrator, Vanessa has become an integral part of the company and is now responsible for the overall management of the office.