About Tony Morgan

Independent, client-focused financial advice. Friendly, professional and trusted.
We are an independent firm with client outcome at the forefront of our ethos.As an independent firm, our advice will be unbiased, on merit of the products and most importantly, tailored to you and your needs
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

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