Tony Morgan at Arlo Group

Independent Financial Adviser  Suite 6, Penistone 1, Penistone, Sheffield, South Yorkshire, S36 6DT
First meeting at adviser's own cost
Independent, client-focused financial advice. Friendly, professional and trusted. Winners of International Investment's 2020 Award for Excellence in Advisory Best Practice - Europe
We can advise you on
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Annuity purchase
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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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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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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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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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EEA
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Rest of world
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Tony Morgan
Wealth Manager

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

About us

Based in London, Yorkshire, Torquay and Internationally, we are an independent firm with client outcome at the forefront of our ethos.

The Arlo Group has consistently strived to build and develop upon a watertight reputation for excellence and an unmatched level of service. The result is an impressive assembly of some of the best financial expertise available today. Although The Arlo Group has grown, our core values remain the same.

As an independent firm, our advice will be unbiased, on merit of the products and most importantly, tailored to you.

Our services

We specialise in:

- Retirement Planning

- Tax-efficient Portfolio Management

- Pension Transfers: DC and DB (Final Salary)

- UK & European Financial Planning

- US Citizen Financial Planning

- Taxation for UK and non-UK residents

Where to find us
Head office address: Suite 6, Penistone 1, Regent Court, St Marys Street, Penistone, Sheffield, S36 6DT
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021

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