A Senior Partner Practice of St. James's Place Wealth Management

Ian Morgan

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Ian Morgan

DipPFS
My core values focus upon offering an expert service of distinct quality, integrity and excellence which in turn gives financial peace of mind to discerning individuals and business clients. Many have received financial advice in the past, but the overwhelming feeling can be that it is fragmented, complicated or perhaps no longer relevant. To meet your objectives, your financial planning has to look at the complete picture.

About

You can feel confident that the advice you receive is up to date as I undertake continuous professional training and assessment, enabling me to remain fully conversant with current tax legislation, market trends and industry standards.

Within the St. James's Place Partnership we have some exceptional expertise in specific and often highly technical areas.

Just as I am consulted on particular areas by other Partners, I will consult and, if necessary, introduce specialist colleagues into the planning process, ensuring my clients receive the highest standards of service and expertise.

I often work alongside clients’ own solicitors and accountants providing a complementary service and a fresh perspective to ensure that all aspects of their financial affairs are considered.

Family and hobbies

I have four boys and live in the Shropshire Hills near Ludlow. I enjoy travelling the world a little bit at a time by motorcycle, classic cars, general travel with the family and supporting the St. James's Place Charitable Foundation.
Ian Morgan

Withies Gate, Oreton, Kidderminster, DY14 OTD

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth
Ian has always been able to offer us clear, precise and unequivocal financial advice having demonstrated experience and knowledge of all areas of the relevant financial markets.
Paul & Jane Whiteman
Ian has conveyed sound and trustworthy advice, contributing to our financial security. He has always put our interests first, identified shortcomings and helped lay a sound foundation to build upon. We would not hesitate to recommend him to anyone.
Anjam & Naila Akhtar

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £87 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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.

Ian Morgan is a trading name of Fox Wealth Management Ltd. Fox Wealth Management Ltd is registered in England and Wales, Number 6050724. Registered Office: 38 College Road, Epsom, Surrey, KT17 4HJ.
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Ian Morgan
Fox Wealth Management Ltd