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.
Our advisers can call on the expertise of in-house specialists in tax efficient investments, property finance, mortgages and insurance to complement our core advisory services. We also make full use of IT to manage individual asset and market information internally and to provide suitable clients with access to online personal portfolio and performance data via the private Client Area of this site.
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.
Our advisers can call on the expertise of in-house specialists in tax efficient investments, property finance, mortgages and insurance to complement our core advisory services. We also make full use of IT to manage individual asset and market information internally and to provide suitable clients with access to online personal portfolio and performance data via the private Client Area of this site.
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.
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.
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.
These aims and priorities will change over the course of time and we will work with you to ensure that as your circumstances change, your plans and arrangements will adapt to meet these changes.
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.
These aims and priorities will change over the course of time and we will work with you to ensure that as your circumstances change, your plans and arrangements will adapt to meet these changes.
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.
This involves developing long-term relationships with both our private and corporate clients that are open and honest with strong lines of communication, so there are no 'nasty surprises'.
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.
This involves developing long-term relationships with both our private and corporate clients that are open and honest with strong lines of communication, so there are no 'nasty surprises'.
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.
However, each client's situation is different and there are occasions where the need is straightforward - they are simply seeking advice on the best ways to save surplus income.
Because advice on savings and investments will frequently incorporate the many other areas of financial advice and planning that we offer as part of our overall capabilities, it is often regarded as the cornerstone of our role.
Typically these funds will come from an inheritance, redundancy payment or a bonus.
However, each client's situation is different and there are occasions where the need is straightforward - they are simply seeking advice on the best ways to save surplus income.
Because advice on savings and investments will frequently incorporate the many other areas of financial advice and planning that we offer as part of our overall capabilities, it is often regarded as the cornerstone of our role.
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.
We work closely with clients to ensure that they are aware of the impact that Inheritance tax may have on their estates and devise appropriate strategies to help preserve the value of their intended beneficiaries' inheritance.
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.
We work closely with clients to ensure that they are aware of the impact that Inheritance tax may have on their estates and devise appropriate strategies to help preserve the value of their intended beneficiaries' inheritance.
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