Welcome to Dan Morgan Financial Associates
People from all walks of life come to me with their financial concerns. From business owners, senior executives, professionals, those thinking about retirement and those who have already retired. I have the knowledge and experience to support your financial plans and goals. You will benefit from the comprehensiveness and depth of my highly personalised financial planning service making the complex simple.
What I do
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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Testimonials
SJP Approved 11/04/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
