Independence, Expertise, Excellence

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

Personal Financial Planning

A bespoke service

In a world of faceless corporate organisations and ever-increasing reliance on electronic communications, Morgans Ltd is committed to providing you with a highly personalised face-to-face financial planning service.

Morgans Private Client Service -
a long term relationship

Your dedicated Morgans Ltd consultant will develop a bespoke range of products and services which exactly match your expectations and requirements, including:

  • Investment Planning
  • Portfolio Construction
  • Income and Capital Tax Planning
  • Inheritance Tax Planning Advice
  • Pre and Post Retirement Counselling
  • Personal Pension Schemes
  • Self Invested Personal Pension Schemes
  • Income Drawdown Pension Schemes
  • Occupational Pension Schemes
  • Life Assurance
  • Mortgages
  • Lifetime Mortgages
  • School Fees Planning
  • Private Medical Insurance
  • Income Protection Policies
  • Critical Illness Assurance Policies