About Us
Morgans Insurance Broking forms the core of the Morgans Group and our steady growth and stability have given us a firm base upon which we have created two additional and separate divisions - Wealth Management and Corporate Benefits.
Our advisory business provides a variety of financial services for private clients and it is due to our experience, flexibility and independence that we are able to develop our business through personal recommendations from private clients and the advocacy of Professional Partners.
From the outset of any new client relationship, our financial advisers will spend time with them reviewing their full financial position and lifestyle needs. This is designed to identify client goals, in the short, medium and long-term and to explore their attitude to risk. Typically this will cover areas such as pension requirements, family protection, estate planning and savings and investments.
Our advisers can call on the expertise of in-house specialists in tax efficient investments, property finance, mortgages and insurance to complement our core advisory services.
We also make full use of IT to manage individual asset and market information internally and to provide suitable clients with access to online personal portfolio and performance data via the Private Client Login area of this site.
