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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.

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Martin Dilke-Wing - Director

Martin graduated from University College London in 1981 and joined the Financial Services sector in 1985 as an Independent Financial Adviser, moving to Morgans in 1991. He is qualified up to Advanced Financial Planning Certificate (AFPC) level.

Martin has over 30 years’ experience of advising high net worth individuals and companies in pre- and post-retirement and investment planning. In 2005, Morgans established a specialist employee benefits division, Morgans Corporate Benefits, to look after existing and new corporate clients. In 2008, Morgans Corporate Benefits won the Advisor of the Year title from Corporate Advisor magazine. In 2009 Martin took over the position of Managing Director of this division, whilst continuing to look after a select group of private clients.

Martin is a frequent commentator and reviewer in industry magazines and has often been quoted in various national newspapers and magazines. He has a wealth of experience in complex, high level financial planning and has been used frequently by legal professionals as an expert witness in this field.

Outside work, he plays golf badly and is a frequent attendee of pretty much any sporting event he can get to. He also refuses to accept that he is too old to attend gigs and festivals, although grime and urban have passed him by.

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Clive Nicholas - Director

After gaining a degree in Economic History at Swansea University, Clive entered the Financial Services industry in 1983, working for various companies and gaining valuable experience and technical knowledge in a wide range of financial planning environments. In 1992, he made the decision to become an IFA, setting up an IFA practice from scratch with a colleague.  In 1995 Clive joined the Morgans group as an adviser, and was promoted to the board in early 1998. Alongside fellow director Martin, Clive was one of the first people in the Morgans Group to obtain the Advanced Financial Planning Certificate with a bias towards Pensions.

Although currently working as a ‘general practitioner’, Clive tends to advise on the ‘at retirement/later life planning areas’, including IHT mitigation. He is also qualified to advise on Equity Release and Long-Term Care and is Morgans’ specialist in these areas.

Outside work, Clive’s interests are mainly sports, especially rugby, cricket and the odd horse race or two and he enjoys skiing, walking and social cycling holidays. In addition, he is a keen chef and trainee sommelier.

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John Hardman - Director

John started working in the Financial Services industry in 1995, initially as an advisor with Abbey Life and later joining Morgans in 1998. With over 20 years’ experience in advising high net worth clients and companies, John has become a specialist in advising executives and companies in the media and advertising sector, with many senior level clients in this field.

John works very closely with other professional intermediaries, principally accountants and lawyers, where clients need specialist investment and tax planning solutions.

Away from work, John is married with 2 sons. He is a long suffering QPR season ticket holder and has been going to Loftus Road for over 40 years and seen many lows….and the occasional high. John lives in Hertfordshire, manages his son’s local football team, holds his FA coaching badge, and has a passion for supporting his local community and charities.

John enjoys fly fishing and sea fishing and appreciating his catch with a fine wine or two. He has recently passed his level 2 with WSET to develop his knowledge of the wine he enjoys.

Steve Goodwin - Director

Steve began his career at Morgans in 1996 when on a working holiday from his native Australia … and never left! Together with business partner Martin Dilke-Wing, Steve heads up Morgans Employee Benefits where they specialise in providing advice on Group Risk and Health Benefits. He was a member of the team that was awarded the Corporate Advisor of the Year title from Corporate Advisor magazine in 2008.

Married with two children, he takes a keen interest in many different sports including golf, cricket, rugby and football. He also loves his annual family summer holidays in his wife’s native Spain, particularly the region of Galicia. Although life now seems to revolve around his children’s various activities, he still finds time to run the odd marathon, coach his son’s Gaelic football team, act as a Parent School Governor and make use of his Arsenal season ticket.

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Stacey Colling - Administrator

Stacey has been a valuable member of the Morgans administration team for over 2 years and has worked in various support roles in the Financial Services industry for 12 years. Stacey has a wealth of experience in dealing with the full range of providers of financial products and is qualified to CF1 level, which has given her a broad knowledge of many financial planning scenarios.

Outside work she enjoys reading, music, and going out to a good show.

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Hannah Neri - Administrator

Hannah was born in Brisbane and completed a Bachelor of Commerce degree in Australia. After graduating, she spent 8 years working within the Australian financial planning industry before moving to London in 2015 and joining Morgans. Since then Hannah has proved herself to be a very talented, valuable and important member of the Morgans administration team. She has a passion for numbers and spreadsheets, and understands our back-office system better than anyone – arguably including the people who made it.

In her spare time, she enjoys travelling and photography.

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Aneta Sallows - Administrator

Aneta has worked for Morgans for 3 years and has quickly become a key member of the admin team. She has gained a broad knowledge of both the Financial Services industry and internal office procedures, and is largely responsible for the smooth day-to-day running of the office and handling general client queries.

Outside work Aneta loves travelling, cooking and listening to music.

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Yolanda Woodley - Finance Assistant

Yolanda has been a valuable member of the Morgans Finance team for nearly eight years. She previously worked in Accounting & Finance within various sectors ranging from Education to the Music & Entertainment industry.

Her passion for numbers and financial knowledge means that she is currently studying for her ACCA qualification to help her develop new skills within the financial/accounting industry.

Outside work, she enjoys training at the gym and is a keen runner. Yolanda also loves cooking and dining out, and attending live music events.

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