Morgan'S Financial & Mortgage Services

Morgan'S Financial & Mortgage Services company information, Employees & Contact Information

Morgan’s Financial & Mortgage Services have been established & trading in North Wales since 1983. We pride ourselves on giving continued Financial Planning Advice. Quote from practice principal David Morgan “Since starting in business I have been instrumental in clients receiving substantial payouts on critical illness and death claims”. 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. Commercial Finance is not regulated by the Financial Conduct Authority Please dont think you can`t get life insurance, due to a pre existing condition or family history of heart attack, cancer etc.
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