Morgan Financial Group Limited, Bath Office


The Morgan Financial Group is now recognised as one of the UK's premier financial services businesses.

Financial Planning

Morgans provide a highly personalised, face to face, corporate and personal financial planning service, including all forms of employee benefit arrangements.

Personal Financial Corporate Financial

About Morgans

Personal Financial

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

Your dedicated financial adviser will develop a bespoke range of products and services which exactly match your expectations and requirements.

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Corporate Financial

Employee benefits is the major area of advice for Morgans. We have been advising on all aspects of corporate financial planning for over 20 years.

Our commitment is to ensure that an employee benefit arrangement is run in an efficient manner to provide the highest possible level of communication with both employer and employee. Our services include Group Company Pension Schemes, Group Self Invested Personal Pensions, Group Protection Schemes and Key Man Protection.

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