Morgans Limited

Independent Financial Adviser  41 Gay Street, Bath, BA1 2NT
First meeting at adviser's own cost
Independence, Expertise, Excellence Providing high quality Independent Financial Advice for over 50 years.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 27th June 2022
Meet our advisers
Mr Chris Bradley

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

About us

Morgans provide a highly personalised, face to face, corporate and personal financial planning service, including all forms of employee benefit arrangements.

The success of the Morgan Financial Group has been underpinned by its strong commitment to service, together with the recruitment and retention of high quality staff.

Our services

In a world of faceless corporate organisations and ever-increasing reliance on electronic communications, Morgans is committed to providing you with a highly personalised face-to-face financial planning service.

Your dedicated financial adviser will develop a bespoke range of products and services which exactly match your expectations and requirements.

Where to find us
Head office address: 41 Gay Street, Clifton, Bath, BA1 2NT
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 27th June 2022

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