Morgans was originally established in 1987 and is both independent and privately owned. We provide innovative and comprehensive financial management and insurance services to meet the lifestyle needs and aspirations of individuals, together with those of our corporate clients. Within the ever-changing Financial Services industry, our company prides itself on providing a completely independent service which is focused on the creation of personalised portfolios based on attitudes to risk and investment objectives. Our knowledge and expertise ensure that as we review products and services from the entire marketplace, the recommendations made are based on client requirements and not linked to specific providers.
Our financial and operational independence means we are free to develop our client proposition together with our dedicated Employee Benefits division and demonstrates our desire to respond to client needs by developing and delivering a broader range of bespoke services.
Over the years, as we have forged strong client and Professional Partner relationships, our service offering has evolved. Today, we make full use of IT not only to manage individual asset and market information internally, but also to provide online portfolio and performance data to clients. This, coupled with regular communication, forms the backbone of Morgans’ client services.