Business Details
Your Trusted Partner for Financial Planning Solutions
At Morgan Peterson, we specialise in delivering tailored financial planning solutions to individuals, families, sports professionals, and businesses across the UK. Our expertise spans mortgage advice, protection insurance, retirement planning, and investment strategies, all underpinned by a commitment to understanding our clients' unique circumstances. We maintain impartiality in our mortgage services, offering access to the entire market through established relationships with leading UK lenders. Our team prioritises long-term client relationships, ensuring recommendations align with individual needs rather than generic solutions. As an authorised and regulated entity by the Financial Conduct Authority, we adhere to rigorous professional standards.Our approach combines technical expertise with clear communication, demystifying complex financial concepts such as pension annuities and investment risk. We focus on empowering clients to make informed decisions about their financial futures, whether they are first-time buyers, business owners, or planning for retirement. Our services are designed to address both immediate requirements and long-term objectives, with a particular emphasis on transparency and client education. We operate within the UK regulatory framework, ensuring compliance with all relevant financial services legislation. Our dedication to resolving client concerns is supported by our registration with the Financial Ombudsman Service.
Services
Mortgage Advice
Protection Insurance
Retirement Planning
Investments & Savings
Highlights and features
- We provide impartial mortgage advice across the entire UK market
- Our recommendations prioritise client-specific needs over generic solutions
- We are authorised and regulated by the Financial Conduct Authority
- We maintain established relationships with all leading UK mortgage lenders
- Our team demystifies complex financial concepts through clear communication
Associations and certifications
- Financial Conduct Authority
Services
Mortgage Advice
We offer impartial mortgage advice covering all UK lenders and product types. Our expertise includes first-time buyer schemes, remortgaging, buy-to-let investments, and adverse credit scenarios. With access to the entire market, we secure competitive deals tailored to individual circumstances while explaining potential risks associated with property repossession.
Protection Insurance
Our protection insurance services assess individual needs to recommend appropriate coverage options. We explain policy terms clearly, ensuring clients understand what their plans cover and exclude. Our focus is on long-term security rather than short-term cost savings, with particular attention to life-changing events affecting individuals, families, or businesses.
Retirement Planning
We provide comprehensive retirement planning guidance from initial pension setup through to drawdown strategies. Our services explain complex concepts like annuities and investment-linked pensions while considering future accessibility changes. We help clients determine appropriate savings levels to achieve their desired retirement lifestyle within current regulatory frameworks.
Investments & Savings
Our investment advice considers clients' risk tolerance and financial goals across medium to long-term horizons. We explain various savings vehicles and investment products while maintaining transparency about market risks. Our approach balances growth potential with capital preservation, ensuring clients understand that investment values can fluctuate over time.
Questions
What financial services do you offer?
We provide mortgage advice, protection insurance, retirement planning, and investment solutions tailored to individual client needs across the UK.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority under reference 618025.
Can you help with complex mortgage cases?
We specialise in challenging mortgage scenarios including adverse credit histories and buy-to-let investments through our whole market access.
How do you approach retirement planning?
We assess your current position and retirement goals to create personalised strategies considering pension options and regulatory requirements.
What areas do you cover?
We operate throughout the United Kingdom, providing financial advice to clients nationwide.
Reviews (2)
Kelly CraddockMcEwen
Nov 20, 2019
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Do not trust this 'lady'.
Note: This is not slander, it is based on real evidence, Lesley didn't do her job properly and has not bothered to try and rectify the situation. I will remove my bad review if/when she does the right thing. Would love it if Lesley could call my father, after repeated attempts she is hiding from the issue. If you're not sure who he is, then you must have many people chasing you, if you are sure you know, then perhaps pick up the phone and do the decent thing.
Note: This is not slander, it is based on real evidence, Lesley didn't do her job properly and has not bothered to try and rectify the situation. I will remove my bad review if/when she does the right thing. Would love it if Lesley could call my father, after repeated attempts she is hiding from the issue. If you're not sure who he is, then you must have many people chasing you, if you are sure you know, then perhaps pick up the phone and do the decent thing.
George Spatman
Jan 03, 2019
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Lesley-Anne Creffield gives bad advice and then refuses to deal with the situation. If you value your pension and your money, steer clear of Lesley Anne.
