Independence, Expertise, Excellence

Providing high quality Independent Financial Advice and Insurance Broking Services for over 50 years
Independent Financial Advisor from Morgans

Morgans commitment to treating our customers fairly


Our commitment to you

We will:
  • provide you with clear information about the products and service we offer, including any fees or charges
  • ascertain your individual needs, preferences and circumstances before recommending any product to you
  • only recommend a product that we consider suitable for you and that you can afford – and always the most suitable from the available options
  • not recommend a product if we can’t find one we consider suitable
  • encourage you to ask if there’s something you don’t understand
  • give you access to a formal complaints procedure should you become unhappy with our services

How you can help us

To help us give you the most appropriate advice, we will ask you to:
  • tell us as much as possible about the product that you require, to enable us to properly assess your requirements
  • let us know about changes that might affect your ability to maintain your product
  • let us know if there is any aspect of our service, or of a product we have discussed or recommended that you don’t understand
  • tell us if you think there are ways we can improve our service

Testimonials

 
Money Marketing Award
FA Award