Morgan’s Financial & Mortgage Services have been established & trading in North Wales since 1983. We pride ourselves on giving continued Financial Planning Advice.
As protection specialists we recommend that you protect all your personal & business assets properly ie Life Insurance, Critical illness and Income protection for individuals.
Partnership Protection. Key Man, Share Purchase & loan protection for directors of Ltd companies in the most tax efficient manner.
Note Tax relief can now be obtained for life insurance effected by an employer on the life of an employee under sections 393B(4)(b)and (c) of the income tax(earnings and pensions) Act 2003.
We are able to introduce you to other specialists within openwork to provide advice on Investments, Inheritance tax and Pensions.
Rear of 10, High Street, Anglesey, Menai Bridge, LL59 5EE
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.