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

Jarrod Morgan Financial Planning

Jarrod Morgan

BA(Hons), Certs CII(MP&ER), APFS
I develop long-term relationships with my clients so that I am able to provide support through different life stages. Therefore my clients can expect to receive the most comprehensive and appropriate advice at all times.

As a result many of my clients have asked me to help other members of their family or friends.


Jarrod Morgan Financial Planning was established when I accepted an invitation to join St. James's Place Wealth Management to set up my own Practice. Prior to this, I was operating as an Independent Financial Adviser with a firm based in Yorkshire.

Based in the cathedral city of Lichfield, we provide tailored financial planning & wealth management advice to clients both within the City, and more widely throughout Staffordshire and the West Midland.

When I am not at work I spend most of my time with my family, my wife Helen who works in the office, and my two children.

My main hobbies are sport related including football and golf, and like most I try and go on holiday whenever possible.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.


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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.


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.