Investments & Savings

AT MORGANS WE CAN HANDLE ALL OF YOUR FINANCIAL NEEDS

Whether saving for the future, a specific event or just a rainy day, Morgans can advise you of the most suitable product to meet your regular savings requirements.

Morgans has access to the whole market for a range of investment bonds, units trust, OEIC’s, NISA and Investment Trusts which coupled together with computerised research tools, industry experience and knowledge of funds and performance can assist in finding a suitable long term investment whether it is for growth, income or investment and we can also incorporate tax planning or all these areas into a tailored product to meet your requirements.

*The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.

** Not all 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. The Financial Conduct Authority does not regulate tax advice.

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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