Financial Services


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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