Empowering Your Financial Future, One Relationship at a Time.
Morgan Financial Group Limited is a highly respected and experienced financial services business with a rich history dating back over 50 years. Founded in 1992, the company has grown to become one of the premier financial services businesses in the UK, with main administration offices in Bath and Cheltenham. The group's success can be attributed to its strong commitment to service, combined with the recruitment and retention of high-quality staff.
Personal Financial Planning
At Morgan Financial Group, we understand that every individual's financial situation is unique and requires a personalized approach. Our team of experienced Independent Financial Advisers will work closely with you to develop a bespoke financial plan that addresses your specific goals, risk profile, and requirements. Our comprehensive services include:
- Investment Planning: We provide a full investment planning service, tailored to your risk profile and financial goals, encompassing private and corporate investments.
- Protection: Our highly personalized service provides specific advice on areas such as Life Insurance, Inheritance Tax planning, Critical Illness cover, Long term disability insurance, and Income Protection insurance.
Corporate Financial Planning
Morgan Financial Group is well-established in advising on all aspects of corporate financial planning, with over 20 years of expertise in this area. Our commitment is to ensure that your employee benefit arrangement is run in an efficient manner, providing 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
- Key Man Protection
Our Commitment to Service
At Morgan Financial Group, we are dedicated to providing exceptional service to our clients. Our team of experienced Independent Financial Advisers is committed to understanding your individual needs and objectives, and developing a bespoke financial plan that meets your unique requirements.
Testimonials
- "Finding an adequate income from a personal pension fund is a daunting process on retirement, especially when the proposed income offer on maturity is totally inadequate, as it was in my case. On a friend's recommendation, I sought advice from Russell Pardoe. It was the best decision I could have made! Russell took great trouble to understand my financial needs and to research the options available to me. His advice not only gave me reassurance but also a solution that now gives me double the original annual personal pension I had been offered." - Mrs W, Bournemouth
- "We have been with Guy since early 2012. During this time he has given us personalized bespoke advice on our investment and tax planning which was tuned to our medium to long-term goals and attitude to risk. He has consolidated both of our pensions to great effect and handled our investments, which have an ROI much improved from our previous advisors." - Mr P, Reading
Contact Us
If you would like to discuss how Morgan Financial Group can help you achieve your financial goals, please do not hesitate to contact us. Our dedicated team is always available to provide expert advice and guidance.
Personal Experiences with Mortgage Advisors
Many clients have reported excellent experiences with mortgage advisors, praising their responsiveness, professionalism, and ability to explain complex processes in a simple manner.
Positive Feedback
Both Daniel Charles and Dan Grixti have had extremely positive experiences with their respective mortgage advisors, James Morris and David Ithier. They have praised their advisors' skills, expertise, and ability to provide fantastic mortgage advice. Daniel Charles noted that James has been his go-to advisor for five years, and has always been patient and explained complex processes in a way that is easy to understand. Dan Grixti has known David Ithier for many years and has consulted with him multiple times, describing him as the most knowledgeable financial advisor he has met.
Trust and Expertise
Both advisors have built trust with their clients, who have come to rely on them for their financial expertise. James Morris has been Daniel Charles' trusted advisor for five years, and David Ithier has been Dan Grixti's go-to advisor for many years. The clients' reviews suggest that these advisors are not only knowledgeable but also patient, responsive, and willing to take the time to explain complex financial concepts in a clear and concise manner.
