Daniel Morgan
DipFA CeMAP
Voted as one of VouchedFor's Top Rated Advisers in 2023 and 2024. I have more than 17 years in the industry and I provide expert, fully audited, holistic financial advice.
About
We provide a face-to-face 'Bespoke' service. We believe in advising our clients like we are advising our own family. I have over 17 year's experience of working in the financial industry including Nationwide Building Society where I have been able to help my clients plan towards having the lifestyles they want without the financial worry. Feeling financial healthy is like lifting that weight off your shoulders. We all have stresses in our lives and taking control of our finances with proper financial advice can have such a positive impact on our lives and futures.
We're proper Financial Planners
We focus on people first and your money second. We take time to listen and proritise your needs and dreams because when we get those things right, the financial things fall into place as a result.
We are Top Rated
I was delighted to have been included in the 2023 & 2024 VouchedFor Top Rated guide. VouchedFor, a site similar to Trip Advisor but for financial services, release their guide each year to identify the best of the financial services. To be included is a high honour and I proud to have been included. Have a look at some of our 5-Star Reviews on VouchedFor, awarded entirely by our clients. The 2024 guide will be distributed in the Times, The Telegraph and the Mail on Sunday.
Testimonials
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.
