Personal Financial Planning

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.

Morgans Private Client Service - a long term relationship

Your dedicated financial adviser 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
Contact Us
Personal Financial Planning

Russell is a first-class financial advisor. He is helpful, friendly and accommodating, as is always willing to schedule meetings outside of normal working hours to fit in with rota patterns. He is thorough and explains things clearly, without being patronising. He has done a really good job of enabling me to understand exactly what is happening with my finances, despite my absolute lack of knowledge (and initial lack of interest!) in these things. Russell has always paid great attention to my attitude to risk, and to my priorities when it comes to my investments. He has respected my wish to focus on ethically-sound investment, and has done a lot of work researching different portfolios and structures that meet my requirements. I enjoy working with Russell, and would recommend him whole-heartedly as a reliable, experienced and successful financial adviser.

Dr B, Bristol