Morgans Independent Financial Advisers Ltd is a financial advisory business that provides a variety of financial services for both private and corporate clients. It is due to our experience, flexibility and independence that we have been able to able to develop our business through personal recommendations from private clients and the advocacy of Professional Partners.
From the outset of any new client relationship, our financial advisers will spend time with them reviewing their full financial position and lifestyle needs. This is designed to identify client goals, in the short-term, medium-term and long-term and to explore their attitude to risk. Typically this will cover areas such as pension requirements, family protection, estate planning and savings and investments.
From the outset of any new client relationship, our financial advisers will spend time with them reviewing their full financial position and lifestyle needs. This is designed to identify client goals, in the short-term, medium-term and long-term and to explore their attitude to risk. Typically this will cover areas such as pension requirements, family protection, estate planning and savings and investments.
Services
Morgans was originally established in 1987 and is both independent and privately owned. We provide innovative and comprehensive financial management and insurance services to meet the lifestyle needs and aspirations of individuals, together with those of our corporate clients.
Within the ever-changing Financial Services industry, our company prides itself on providing a completely independent service which is focused on the creation of personalised portfolios based on attitudes to risk and investment objectives.Our knowledge and expertise ensure that as we review products and services from the entire marketplace, the recommendations made are based on client requirements and not linked to specific providers.
Within the ever-changing Financial Services industry, our company prides itself on providing a completely independent service which is focused on the creation of personalised portfolios based on attitudes to risk and investment objectives.Our knowledge and expertise ensure that as we review products and services from the entire marketplace, the recommendations made are based on client requirements and not linked to specific providers.
At Morgans we believe that whatever your objectives, it is our job to ensure that we try to achieve the best possible outcome for you. This means getting to know you - your aims, objectives and priorities and how best to allocate the resources that you have available to you to help you achieve what you want to achieve and protect what you need to protect.
It may sound like a clich, but service is the key to success for any business. In our experience, most companies claim that they do this well, but the reality is that great service is rarely delivered. Morgans genuinely believe in and stand by the quality of the service we provide as it is central to how we operate.
As a general rule, people will seek the advice of an Independent Financial Adviser when they receive an amount of money that warrants rather more attention than simply putting it straight into a building society account. Typically these funds will come from an inheritance, redundancy payment or a bonus.
Over the last decade, the value of property has seen unprecedented increases in many quarters resulting in the emergence of Inheritance tax as a pervasive threat to the value of many estates. The extension of the ability to use both partner's increased nil rate bands has helped to alleviate the problem for couples, but previous Government action has made estate planning more difficult.
Reviews
Be the first to review Morgans Independent Financial Advisers.
Write a Review
