Morgans Independent Financial Advisers Ltd is a financial advisory business that provides a variety of financial services for both private and corporate clients. It is due to our experience, flexibility and independence that we have been able to able to develop our business through personal recommendations from private clients and the advocacy of Professional Partners.
From the outset of any new client relationship, our financial advisers will spend time with them reviewing their full financial position and lifestyle needs. This is designed to identify client goals, in the short-term, medium-term and long-term and to explore their attitude to risk. Typically this will cover areas such as pension requirements, family protection, estate planning and savings and investments.
Our advisers can call on the expertise of in-house specialists in tax efficient investments, property finance, mortgages and insurance to complement our core advisory services.
We also make full use of IT to manage individual asset and market information internally and to provide suitable clients with access to online personal portfolio and performance data via the private Client Area of this site.
The value of your investment can go down as well as up and you may get back less than you have invested. The Financial Conduct Authority does not regulate taxation and trust advice.
Morgans Independent Financial Advisers Ltd
Registered in United Kingdom No. 07053971
Registered Address: Holden House, 57 Rathbone Place, London, W1T 1JU
Morgans Independent Financial Advisers Ltd is an appointed representative of Charterhouse Independent Financial Advisors LLP which is authorised and regulated by the Financial Conduct Authority.
Financial Services Register No 540610 at https://register.fca.org.uk/.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123