Financial Services

AT MORGANS WE CAN HANDLE ALL OF YOUR FINANCIAL NEEDS

Morgans can arrange for our professional Independent Financial Adviser to handle all your financial needs including Mortgages, Retirement Planning,  Investment & Savings, Inheritance Tax Planning and Protection. We pride ourselves on providing a first class service for our clients.

* Morgans are happy to work on either a fee or commission basis for protection advice given and taken. This would work out at an average fee of £500 which can be paid either by fee or commission via the product provider. 

** Morgans work on a fee related basis for investment advice given and is paid by either a fee by the client or via the product provider. The minimum fee in relation to this is £450. For example, on an investment of £100,000, our initial fee is 4% of the investment amount which equates to £4000. 

** *Your home may be repossessed if you do not keep up repayments on your mortgage.

*** *Not all  inheritance tax planning is regulated by the FCA.

Morgans is a trading name of The Morgan Law Partnership which is authorised and regulated by the Financial Conduct Authority for Financial Services. FCA number 427236.

To arrange a free initial consultation please contact us on telephone number 01383 620222, or alternatively you can simply complete the short form below and a member of our financial services team will get back to you as soon as possible…

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