About Morgan Financial Group Limited

Morgan Financial Group Limited was founded in 1992 following a management buyout from Morgan Insurance Brokers Limited of Staffordshire, a company that had traded since the 1950's. The Group has achieved healthy growth since inception and is now recognised as one of the UK's premier financial services businesses. 

The Group trades throughout the UK with main administration offices based in Bath and  Cheltenham.

The success of the Morgan Financial Group has been underpinned by its strong commitment to service, together with the recruitment and retention of high quality staff. The Financial Services world has changed considerably over the past few years in line with legislation, new technology and increased client expectations. Morgan Financial Group has developed in harmony with these changes, investing appropriately in Information Technology, customer services and the necessary staff training to ensure that the business functions efficiently within the expectations of the 21st Century. 

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Morgans Financial Group

Finding an adequate income from a personal pension fund is a daunting process on retirement, especially when the proposed income offer on maturity is totally inadequate, as it was in my case. On a friend's recommendation, I sought advice from Russell Pardoe. It was the best decision I could have made! Russell took great trouble to understand my financial needs and to research the options available to me. His advice not only gave me reassurance but also a solution that now gives me double the original annual personal pension I had been offered.

Mrs W, Bournemouth