Morgan Indepedent Financial Services Ltd was established to provide specialist and independent advice to a wide range of clients, these include private clients, share holding directors, business partners and sole traders. Here at Morgan Independent Financial Services we pride ourselves on providing independent financial advice with a Fast, Professional and Personal Service.
Fast – Because we have a dedicated back office team of highly qualified staff, supported by integrated information technologyProfessional – Because our highly qualified financial advisor has access to all major information technology search and planning tools.Personal – Our aim is to provide advice, not merely to sell policies and products. We aim to offer you guidance and solutions, tailored to your personal needs and circumstances. We view financial planning in a holistic manner and make sure that we offer the right advice and recommendations to suit each individual client , whether this be to save you money or to make you money. We aim to provide you not just with products and policies but with a clear definable financial plan, that is free of jargon.What you can expect from our service – Once you become a client of ours we continually provide a service to you. An extremely important part of our client care is providing you with regular and informative help and advice. As part of this commitment you are offered, at no charge, an optional annual review of your financial circumstances, unlimited telephone and email access to your advisor, and face to face access to your advisor between review dates.
The Directors and Staff of Morgan Independent Financial Services Ltd take seriously the requirements of the FCA, in particular the requirement to treat our customers fairly. To this end we operate under the Morgan Independent Financial Services Ltd Treating Customers Fairly Policy. This covers our service standards procedures:
- When we provide advice
- In all communications with clients
- In situations where something has gone wrong
This policy is available upon request.
David Binns, our company director, has worked within the Financial Services Industry for over twenty years. During this time he has worked in a diverse range of settings, providing personal advice, corporate advice, sales and he has also worked as a compliance officer for a major UK network.
Our advisor is happy to meet with you at a time of mutual convenience, either in your own home or at a place of your choice.