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Morgans Ltd

Independent Financial Adviser  Morgans Ltd, Bath, B&NES, BA1 2NT
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FCA authorised
Last authorised 3rd May 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
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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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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Traded endowment policies
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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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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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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
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
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    Online (Live chat, video, email)
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    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

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