In view of the updated government advice, all our staff are now working from home and our offices are closed. We would like to reassure you that all our staff are working normally, as far as possible. You can contact them via their usual e-mail address or telephone. If you are contacting any member of our staff by telephone and it is not answered, please leave a message.
Our staff will be checking messages on a regular basis. We will continue to update you, and contact you if there is any ongoing advice or service required. We apologise in advance for any inconvenience caused, and thank you for your patience in these unprecedented circumstances. If you have any questions or queries, please contact your usual contact.
Our staff will be checking messages on a regular basis. We will continue to update you, and contact you if there is any ongoing advice or service required. We apologise in advance for any inconvenience caused, and thank you for your patience in these unprecedented circumstances. If you have any questions or queries, please contact your usual contact.
Services
Morgan Financial Group Limited was founded in 1992 following a management buyout from Morgan Insurance Brokers Limited of Staffordshire, a company that had traded since the 1950's. The Group has achieved healthy growth since inception and is now recognised as one of the UK's premier financial services businesses.
Providing security for your dependents and mitigating inheritance tax is one of the most important considerations when considering your overall objectives. Our highly qualified Independent Financial Advisers will provide a full report on your requirements. We have access to most of the major markets, enabling us to provide competitive pricing for all your needs.
Investments are a specialist area and this requires specialist individual financial planning. We provide a full investment planning service, which has the goal of ensuring an investment portfolio properly mirrors an investor's risk profile.
For example, an investor with a cautious nature is likely to prefer investing in less volatile instruments such as Fixed Interest Funds, Cash Deposit Funds and investments that offer growth guarantees or capital protection.On the other hand, the more speculative and adventurous investor is likely to be more attracted towards equity type funds, which can potentially offer far higher returns (although of course also give greater volatility).
For example, an investor with a cautious nature is likely to prefer investing in less volatile instruments such as Fixed Interest Funds, Cash Deposit Funds and investments that offer growth guarantees or capital protection.On the other hand, the more speculative and adventurous investor is likely to be more attracted towards equity type funds, which can potentially offer far higher returns (although of course also give greater volatility).
Unlike most Independent Financial Advisers, our approach has been to avoid offering a standard financial services 'jacket' to fit all scenarios, instead we offer a highly personalised service, tailored to suit each individual client. Furthermore, this is an ongoing process whereby the needs of each client are analysed and reviewed on a regular basis.
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. 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.
Reviews (2)
Daniel Charles
Jul 01, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
Fantastic mortgage advice for the last 5 years from James Morris, hes put up with endless mortgage questions for my buy to let portfolio, and always explained what can be a very complicated process in a simple manner. Thanks James ! Daniel Byrd
Fantastic mortgage advice for the last 5 years from James Morris, hes put up with endless mortgage questions for my buy to let portfolio, and always explained what can be a very complicated process in a simple manner. Thanks James ! Daniel Byrd
Dan Grixti
Aug 06, 2019
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I've known David Ithier at Morgan Financial for many years now and have consulted him countless times for his stellar financial expertise. He is by far the most clued up financial advisor I have met.
If you are looking for some solid financial advice, then get in touch with David - I couldn't recommend him enough. 5 Stars *****
If you are looking for some solid financial advice, then get in touch with David - I couldn't recommend him enough. 5 Stars *****
