Our Team

Jim Morgan

Cert PFS CeMap

Associate Director

Independent Financial Adviser

Jim joins the company with close to 20 years experience in the financial services industry, the last 10 of which he has been working closely with his corporate and private clients, helping these individuals manage their corporate and personal wealth.

Having worked within HSBC and Bank of Scotland Investment Services, it has provided him with a wealth of knowledge across many differing industries and  clients where he tailors financial wealth planning for each on an individual basis.

Jim believes that the most important aspects of assisting his clients are the ability to listen to their requirements, help them build on these aspirations, build a good long standing working relationship  and help them understand the options to achieving their objectives. In this ever changing world of financial planning keeping up with changes in the various elements is paramount in assisting our clients in managing their corporate and personal wealth, allowing them to get on with running their business.

Jim can be contacted on 07795 598979