Independence, Expertise, Excellence

Providing high quality Independent Financial Advice for over 50 years
Independent Financial Advisor from Morgans

About Morgans

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, remaining in private ownership.

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.