Business Details
Trusted Chartered Financial Advisers in Hull
Established over 35 years ago, Morgan Williams is a Chartered independent financial planning firm dedicated to understanding clients' personal goals and financial needs. Our approach prioritises clarity, trust, and long-term relationships, ensuring advice is tailored to individual circumstances rather than generic market solutions. With a team of experienced professionals, we guide clients through life's evolving financial challenges, from personal investments to corporate strategies.Our independence allows unbiased recommendations across the entire market, supported by rigorous staff training and robust disaster recovery systems. Clients benefit from transparent pricing, including a free initial consultation, and a commitment to adapting advice as their priorities change over time.
Services
Financial Planning
Investment Advice
Retirement Strategies
Corporate Financial Solutions
Estate Planning
Highlights and features
- 35+ years of experience in financial planning and investment advice
- Chartered status demonstrating industry-leading expertise and standards
- Client-centric approach prioritising long-term relationships over sales targets
- Transparent pricing with free no-obligation initial consultations
- Robust disaster recovery systems ensuring service continuity
Associations and certifications
- Chartered Institute for Securities & Investment
- Financial Conduct Authority (FCA)
What people say
Genuine advice
Long-term relationships
Transparent communication
Market expertise
Personalised approach
Services
Financial Planning
Comprehensive financial planning tailored to personal goals and life stages. Our approach combines market expertise with individual circumstances to create adaptable strategies. Clients benefit from long-term guidance through changing priorities and economic conditions.
Investment Advice
Independent investment advice covering market analysis and portfolio construction. We focus on risk-appropriate solutions aligned with client objectives while maintaining transparency about market uncertainties and potential returns.
Retirement Strategies
Specialised retirement planning services addressing phased retirement and long-term income security. Our strategies adapt to evolving regulations and personal circumstances to ensure financial stability during retirement years.
Corporate Financial Solutions
Tailored financial services for businesses and trustees, combining corporate expertise with personal service. We address complex financial requirements while maintaining alignment with organisational goals and regulatory requirements.
Estate Planning
Comprehensive estate planning services including will preparation and lasting power of attorney arrangements. Our approach ensures client wishes are documented while minimising administrative challenges for beneficiaries.
People
Maldwyn Williams
Managing Director
Over 40 years in financial services with 35+ years as firm principal. Focuses on client relationships and corporate structure development. Leads strategic direction while maintaining client-centric values.
James Evans
Chartered Financial Planner
Experienced financial planner specialising in client portfolio management. Combines technical expertise with personal service delivery. Practice Manager ensuring operational efficiency across client engagements.
Daniel Williams
Financial Adviser
Provides direct financial advice to individual and corporate clients. Focuses on building long-term client relationships through tailored investment strategies and regular portfolio reviews.
Alice Baker
Chartered Financial Planner
Office Manager and senior financial planner. Specialises in retirement planning and estate management. Ensures compliance with regulatory standards while maintaining client communication.
Adele Williams
Administrator
Coordinates systems and administrative processes. Manages client documentation and supports technical teams to maintain service continuity and regulatory compliance.
Questions
What services does Morgan Williams & Co offer?
We provide financial planning, investment advice, retirement strategies, corporate financial solutions, and estate planning tailored to individual client needs.
Are you regulated by any financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) with reference number 125581.
How much does financial advice cost?
We offer a free initial consultation. Costs for ongoing services are transparently discussed during your first meeting based on your specific needs.
Do you work with corporate clients?
Yes, we provide tailored financial solutions for corporate investors, trustees, and business owners seeking strategic financial management.
How are investment decisions made?
As independent financial advisers, we conduct full market analysis to recommend products that best align with your personal financial objectives.
