1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South West
  6. breadcrumb-arrow
  7. Somerset
  8. breadcrumb-arrow
  9. Bath
  10. breadcrumb-arrow
  11. Morgans Ltd

Morgans Ltd

Independent Financial Adviser  Morgans Ltd, Bath, B&NES, BA1 2NT
check
FCA authorised
Last authorised 26th July 2021
Independent Financial Advisers providing both personal and corporate advice. Authorised and regulated by the Financial Conduct Authority (FCA FRN 159488).
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Meet our advisers
MR Tim Pullen
MR Guy Dawe
Mrs Anna Mylam
IFA
Mr Mark Flaskett
Mr Ben Hirst
Mr Russell Pardoe
Mrs Lisa Cryer
Independent Financial Adviser
About us

The Morgan Group have been established since the mid fifties and have built an enviable reputation for offering professional independent financial advice. By employing specialists in the many areas of finance, both personal and corporate, we are able to tailor make the correct solution to solve problems allowing objectives to be met.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Morgans Ltd, 41 Gay Street, Bath, B&NES, BA1 2NT

Similar advisers near you

Combined Financial Strategies Ltd
Independent Financial Adviser 0 mi
Combined Financial Strategies (CFS) is one of the UK’s leading independent financial advisers, offering award-winning advice on retirement planning, investments, tax efficiency, legacy planning and more.
 
See profile
True Potential Wealth Management LLP
Independent Financial Adviser 0.02 mi
We are financially secure with >£17.6bn assets under management. Our aim is to help clients to understand and plan a financial future. We simplify the complex and I have never had a complaint or a client go into the FSCS.
 
See profile
Beckford James LLP
Independent Financial Adviser 0.11 mi
We provide a structured approach to financial planning, giving clients confidence that they will achieve their financial goals.
 
See profile
Fairstone Financial Management Ltd
Independent Financial Adviser 0.12 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
See profile