Morgan's Financial & Mortgage Services

Business Details

43 Years

experience

Your Trusted Partner for Financial Advice and Mortgage Solutions

Established in 1983, Morgan's Financial & Mortgage Services has built a reputation as a trusted local firm dedicated to providing personalized financial solutions. Our team, led by Practice Principal Dave Morgan, combines decades of experience with a commitment to understanding each client's unique circumstances. As an appointed representative of The Openwork Partnership, we operate under the rigorous standards of the Financial Conduct Authority, ensuring regulatory compliance and client protection.

Our approach emphasizes face-to-face consultations while offering remote meetings via Zoom or Teams for added flexibility. With a focus on life insurance, mortgages, and critical illness coverage, we deliver tailored advice that safeguards families and secures financial futures. Our long-standing relationships with clients, some spanning over 30 years, reflect our dedication to transparency, expertise, and unwavering support through life's challenges.

Services

Mortgages Equity Release Life Insurance Critical Illness Insurance Income Protection Accident Protection Business Protection Pensions Planning Commercial Insurance Financial Planning

Details

Year established: 1983

Highlights and features

We have over 40 years of experience in financial advisory services
Our team consists of certified experts with extensive industry knowledge
We are regulated by the Financial Conduct Authority for client protection
We offer personalized financial solutions tailored to individual needs
Our local presence ensures accessible, face-to-face consultations

Associations and certifications

Financial Conduct Authority

What people say

Excellent service Personalized financial strategies Successful insurance claims Trusted advisor Compassionate support

Website

Update Listing

Services

Mortgages

We offer comprehensive mortgage advisory services tailored to individual needs. Our team works with over 50 lenders to secure the best deals for first-time buyers, home movers, and those looking to remortgage. With personalized guidance, we ensure clients understand their options and find sustainable solutions that align with their financial goals.

Life Insurance

Our life insurance solutions provide financial security for families in the event of unexpected circumstances. We help clients select appropriate coverage amounts and policy types that match their specific needs. Our expertise ensures clients receive adequate protection while avoiding unnecessary costs.

Critical Illness Insurance

We specialise in critical illness insurance that provides financial support during challenging health situations. Our advisors help clients understand policy terms and coverage definitions to ensure appropriate protection. We assist with claims processes to ensure timely payouts when needed most.

Equity Release

Our equity release solutions help homeowners aged 55+ access cash from their property while maintaining residency. We explain all available options and potential implications to ensure informed decision-making. We prioritise clients' long-term financial security when recommending these products.

Income Protection

We provide income protection policies that safeguard against financial hardship from work incapacity. Our advisors assess individual circumstances to determine appropriate coverage levels and policy terms. We ensure clients understand claim processes and benefit periods.

People

Dave Morgan

Practice Principal Financial Adviser

Dave Morgan, a seasoned financial adviser since 1983, leads Morgan's Financial & Mortgage Services. With decades of experience, he prioritizes client protection and personalized financial strategies, ensuring long-term security and trust.

Mark Rowlands

Mortgage and Protection Adviser

Mark Rowlands, a qualified mortgage and protection adviser since 2020, brings fresh expertise to our team. His approach combines technical knowledge with client-focused service, ensuring comprehensive financial solutions for all clients.

Steph

Administrator

Steph joined our team in 2023, bringing extensive administrative experience. She supports our advisors with efficient case management while expanding her knowledge of financial services to better serve our clients.

Questions

What services does Morgans Financial & Mortgage Services offer?

We provide mortgages, life insurance, critical illness cover, equity release, income protection, and business protection services tailored to individual client needs.

Are you regulated by the Financial Conduct Authority?

Yes, we operate as an appointed representative of The Openwork Partnership, which is authorised and regulated by the Financial Conduct Authority.

Can you assist with critical illness insurance applications?

Yes, we specialise in critical illness insurance, including helping clients with complex cases secure appropriate coverage at affordable premiums.

Do you offer remote consultations?

Yes, we offer remote meetings via Zoom or Teams for clients who prefer virtual consultations while maintaining personalized service.

How long has Morgans Financial Services been operating?

Our practice principal Dave Morgan has been providing financial advice since 1983, establishing Morgans Financial Services in its current form.

Reviews (7)

Write a Review

Anna Darwin

Aug 20, 2021 Report

I have used Morgans for my first mortgage and they have been beyond helpful as I had no idea where to start or how to
Charlie my mortgage advisor has been so helpful, quick responses and kept me in the loop with everything. The times she was busy or not around, the others in the office were always willing to help. She also went down every avenue to find me a good mortgage so I would definitely recommend!

Huw Jones

Aug 07, 2021 Report

Positive:Professionalism,Responsiveness
Thank you all for guiding us through our mortgage and life insurance. Excellent service with such good communication, always keeping us up to date on progress. Much appreciated. Diolch Huw and Enfys.

El Thomas

Aug 05, 2021 Report

Positive:Professionalism,Responsiveness
Thank you Dave and Charlie for providing such a great service. With easy access to all the main lenders to compare mortgage rates and deals, you certainly took stress out of it! Thank you. Ela Thomas

Natalie Rodger

Dec 23, 2020 Report

Positive:Professionalism,Quality,Responsiveness,Value
Always recieved a great service from Morgan's Financial & Mortgage services always gives helpful advice and has always got a great affordable deal for me. Would highly recommended.

Gary Fisher

Oct 17, 2020 Report

I can highly reccomend Morgan's Financial Services for all your pensions, life insurance and so on. They are very informative and do exactly what you ask of them efficiently, promptly and most importantly in a proffessional manner.

Mark Rowlands

Nov 19, 2019 Report

When it comes to personal independent advice Morgan's Financial Services I can highly recommend. Having been a customer for many years, the team are always friendly and welcoming. These days having someone who actually calls you back when they say will is invaluable, this coupled with honest understandable advice, takes the frustration out of dealing with financial issues. Thank you for such great service.

Wynne Griffiths

Nov 07, 2019 Report

Ive been guided by Dave and his team for a few years now from life Insurances , pension and buy to let mortgage. I have found them very efficient and well pleased with their level of service
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