Business Details
34 Years
experience
Independent Financial Advisers in Bath & Cheltenham
Morgan Financial Group was established in 1992 following a management buyout from Morgan Insurance Brokers Limited, a company with roots dating back to the 1950s. Over three decades, we have grown into one of the UK's premier financial services businesses, maintaining offices in Bath and Cheltenham. Our commitment to delivering high-quality independent financial advice has remained unwavering since our inception. We specialise in both personal and corporate financial planning, offering bespoke solutions tailored to individual client needs. Our expertise spans pensions, mortgages, employee benefits, and investment planning, supported by a team of qualified professionals with decades of combined experience.We prioritise face-to-face interactions in an increasingly digital world, ensuring clients receive personalised guidance. Our regulatory compliance and authorisation by the Financial Conduct Authority (registration no. 159488) underscore our dedication to professional standards. We invest continuously in technology and staff development to meet evolving client expectations and legislative requirements. Our success stems from retaining high-calibre personnel and maintaining a client-centric approach that prioritises long-term relationships over transactional interactions. This philosophy has enabled us to serve individuals and businesses across the UK with consistent excellence.
Services
Personal Financial Planning
Corporate Financial Services
Pension Arrangements
Investment Strategies
Employee Benefits
Mortgage Advice
Protection Schemes
Retirement Planning
Tax Efficiency Solutions
Wealth Management
Details
- Year established: 1992
Highlights and features
- We provide face-to-face financial advice with 30+ years' industry experience
- Our team holds qualifications in all major financial planning disciplines
- We specialise in complex pension and investment solutions for high-net-worth clients
- We maintain FCA authorisation and adhere to strict regulatory standards
- We combine traditional service values with modern technological capabilities
Associations and certifications
- Financial Conduct Authority
What people say
Highly personalised service
Doubled pension income
Thorough risk assessment
Ethical investment focus
Flexible meeting times
Services
Personal Financial Planning
We develop tailored financial strategies for individuals, covering pensions, investments, and retirement planning. Our advisers create bespoke solutions aligned with personal circumstances and long-term objectives. This service helps clients achieve financial security through comprehensive, regulated advice.
Corporate Financial Services
We design employee benefit schemes and corporate financial solutions for businesses. Our expertise includes group pensions and protection arrangements. This service helps companies enhance staff retention through competitive financial benefits packages.
Pension Arrangements
We specialise in optimising pension outcomes through strategic planning and scheme comparisons. Our advisers help clients maximise retirement income while maintaining regulatory compliance. This service addresses both personal and corporate pension requirements.
Investment Strategies
We create diversified investment portfolios aligned with client risk profiles and financial goals. Our approach combines ethical considerations with performance tracking. This service helps grow wealth through carefully managed investment vehicles.
Employee Benefits
We implement comprehensive employee benefit solutions including group pensions and protection schemes. Our corporate advisory service ensures efficient administration and regulatory compliance. This service helps businesses attract and retain talent through competitive financial packages.
People
James Morris
Independent Financial Adviser
With over 35 years' experience in financial services, James specialises in personal financial planning and mortgage advice. He joined Morgan Financial Group in 2016 after establishing a successful client base through personal recommendations.
Russell Pardoe
Independent Financial Adviser
Russell brings 20+ years' experience advising high-net-worth individuals on retirement planning and investment strategies. He holds a BA Hons in European Business Law and specialises in ethical investment solutions.
Ben Hirst
Independent Financial Adviser
Ben has 12 years' experience in financial advisory services, previously working with international banks. He focuses on pensions, tax planning, and protection cover while maintaining strong long-term client relationships.
Questions
What financial services do you specialise in?
We specialise in personal and corporate financial planning, including pensions, investments, mortgages, employee benefits, and tax-efficient solutions.
How do you deliver financial advice?
We prioritise face-to-face consultations in Bath and Cheltenham, supplemented by digital communication options for client convenience.
What qualifications do your advisers hold?
Our team includes fully qualified Independent Financial Advisers with expertise in pensions, investments, and corporate financial planning.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (registration no. 159488).
How do you handle investment risk assessment?
We conduct comprehensive risk profiling to ensure all investment recommendations align with your personal risk tolerance and financial goals.
Can you help with corporate employee benefits?
Yes, we specialise in designing and managing employee benefit schemes including group pensions and protection arrangements.
