{"id":21159,"date":"2019-11-25T19:18:04","date_gmt":"2019-11-25T19:18:04","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/our-people\/morgan-mcsorley-2\/"},"modified":"2026-05-13T14:48:45","modified_gmt":"2026-05-13T14:48:45","slug":"morgan-mcsorley","status":"publish","type":"rbcwm_people","link":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/people\/morgan-mcsorley","title":{"rendered":"Morgan McSorley"},"content":{"rendered":"\t\t<div class=\"rbc-hero-wm rbc-overlap-zindex-1  rbc-hero-overlap rbc-hero-has-image-bleed\">\n\t\t\t<div class=\"container\">\n\t\t\t\t<div class=\"row no-gutters\">\n\t\t\t\t\t<div class=\"col-lg-7\">\n\t\t\t\t\t\t<div class=\"rbc-card rbc-hero-card rbc-hero\">\n\t\t\t\t\t\t\t<div draggable=\"false\" class=\"rbc-card-wrap\">\n\t\t\t\t\t\t\t\t<div class=\"rbc-card-body\">\n\t\t\t\t\t\t\t\t\t<div class=\"rbc-hero-body-content\">\n\t\t\t\t\t\t\t\t\t\t<h1 class=\"rbc-hero-title\">Morgan McSorley<\/h1>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/our-offices-and-people?type=people\" class=\"rbc-hero-breadcrumb link-chev-left\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-icon mr-half\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-left\"><\/i>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\tOur people\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<hr class=\"rbc-hero-hr hr-mini bdr-accent\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p class=\"rbc-hero-subtitle\">Director, Wealth Manager<\/p>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-hero-extra\">\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"mt-2\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"#marketoform\" class=\"mr-1\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-icon fa-lg\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<i aria-label=\"Morgan McSorley email\" role=\"img\" class=\"rbc-icon-img fal fa-envelope\"><\/i>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.linkedin.com\/in\/morgan-mcsorley-fcii-65b55a33\" target=\"_blank\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-icon fa-lg\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<i aria-label=\"Morgan McSorley Linkedin\" role=\"img\" class=\"rbc-icon-img fab fa-linkedin-in\"><\/i>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-hero-img-wrap col-lg-5\">\n\t\t\t\t\t\t\t<div class=\"rbc-hero-img bleed-img-right rbc-hero-img-desktop-bottom-center rbc-hero-img-mobile-bottom-center\" style=\"background-image: url(https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-content\/uploads\/sites\/23\/2023\/07\/Morgan20McSorley2031.08.jpg?w=740);\"><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-grey rbc-block-flush has-block-grey-background-color has-background has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row justify-content-center\"><div class=\"col-lg-12\">\n<div class=\"row justify-content-between no-gutters blockId-7f52c2ec-410b-4720-8f4b-dd14ad2b7369\">\n<div class=\"wp-block-rbcwm-column col-lg-5 order-lg-1\">\n<div class=\"wp-block-rbcwm-card rbc-card zi-10 overlap-top-desktop rbc-card-flush-x-mobile\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity-up&quot;,&quot;remove&quot;:&quot;ani-opacity-up-from&quot;}\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"rbc-card-icon c-white d-none d-lg-flex b-secondary\" style=\"\"><span aria-hidden=\"true\" class=\"georgia rbc-card-icon-quote\">\u201c<\/span><\/div><div>\n<figure class=\"wp-block-rbcwm-blockquote mb-0\"><blockquote class=\"h5 header-alt\">\u201cI particularly enjoy dealing with intergenerational planning and helping families protect and pass down their wealth. It\u2019s about maintaining trusted relationships.\u201d<\/blockquote><\/figure>\n<\/div><\/div><\/div><\/div>\n\n\n\t\t<div class=\"rbc-block-spacer-t-sm wrap\">\n\t\t\t<dl>\n\t\t\t\t\t\t\t\t\t<dt>Locations<\/dt>\n\t\t\t\t\t<dd>\n\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/our-offices\/belfast\">Belfast<\/a>\t\t\t\t\t<\/dd>\n\t\t\t\t\t\t\t\t<\/dl>\n\t\t<\/div>\n\t\t<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-6\"><div class=\"wrap\">\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Morgan is head of Belfast\u2019s Financial Planning team, advising predominantly high-net-worth clients but also helping charities and small- and medium-sized businesses. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With an extensive knowledge of tax planning, including all the issues around inheritance tax, he specialises in growing and protecting family wealth. This valuable expertise means he is well placed to help clients who are trying to build their wealth and plan for a secure and enjoyable retirement. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Morgan has 25 years\u2019 experience as a Financial Adviser and joined RBC Brewin Dolphin\u2019s Belfast office in 2018. A Chartered Financial Planner, a Fellow of the Chartered Insurance Institute and an associate member of the Society of Later Life Advisers, he also mentors students in Northern Ireland who want to pursue a career in financial services. <\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<header class=\"wp-block-rbcwm-block-header row rbc-block-header\"><div class=\"col-lg-12\">\n<div class=\"row\">\n\n<h2 class=\"wp-block-heading has-text-align-center rbc-block-header-title col-lg-12\" id=\"h-contact-morgan-mcsorley\">Contact Morgan Mcsorley<\/h2>\n\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-block-header-description rbc-block-header-description\">\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n<\/div><\/header>\n\n\n\n<div class=\"row justify-content-center wrap blockId-e2ad2457-cc19-41d0-84bf-f50d57b4fb1b\">\n<div class=\"wp-block-rbcwm-column col-lg-8\">\n\t\t\t<div id=\"marketoform\" class=\"anchor\" style=\"top: -100px;\" tabindex=\"-1\"><\/div>\n\n\t\t\t\t\t\t\t\t<form id=\"mktoForm_5882\"><\/form>\n\t\t\t\t\t<\/div>\n<\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Morgan is head of Belfast\u2019s Financial Planning team, advising predominantly high-net-worth clients but also helping charities and small- and medium-sized businesses.<\/p>\n","protected":false},"author":97,"featured_media":4071,"template":"","meta":{"_acf_changed":false,"editor_notices":[],"rbc_url_alias":"","footnotes":""},"rbcwm_people_type":[],"rbcwm_channel":[99],"class_list":["post-21159","rbcwm_people","type-rbcwm_people","status-publish","has-post-thumbnail","hentry","rbcwm_channel-private-clients"],"acf":{"rbwm_person_title":"Director, Wealth Manager","rbwm_person_proposition_title":"","rbcwm_person_byline":"","rbwm_person_email":"morgan.mcsorley@brewin.co.uk","rbcwm_person_linkedin":"https:\/\/www.linkedin.com\/in\/morgan-mcsorley-fcii-65b55a33","rbwm_person_telephone":"","rbcwm_possessive_first_name":"McSorley","rbcwm_person_photo":"","rbcwm_hide_breadcrumb":false,"rbcwm_breadcrumb_text":"","rbcwm_breadcrumb_link":"","custom_person_featured_post":null,"rbcwm_enable_custom_articles_selection":false,"rbcwm_custom_articles_selection":null,"rbcwm_matters_beyond_wealth_episodes":null},"yoast_head":"<!-- This site is optimized with 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