Jarrod Morgan
BA(Hons), Certs CII(MP&ER), APFS
At Morgan Financial Planning, we pride ourselves on building supportive, long-term relationships with our clients.
In life we rely on a handful of people for extra support or advice – choose wisely.
As a result of our client focussed approach, many of our clients have asked us to help other family members, friends and associates.
About
Based in the cathedral city of Lichfield, Morgan Financial Planning is a family business providing advice services to clients within the City, and more widely throughout Staffordshire and beyond. We help our clients plan to meet their objectives, building and protecting their wealth, business and legacy.
Our advice can have a really positive impact on the lives of our clients, their families and loved ones so it’s a responsibility we take seriously.
That’s why we listen to understand before applying knowledge, analysis and expertise to reach appropriate solutions for individual circumstances.
The result will be your financial plan, created with you, for you. As part of an ongoing commitment we will monitor and review your plan with you, incorporating changing circumstances, giving you peace of mind so you can concentrate on living your best life.
Jarrod Morgan holds the Chartered Financial Planner status, a ‘gold standard’ within the profession. This academic achievement combined with over 25 years experience in financial services assures our clients that the planning services are of the highest calibre.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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.
SJP Approved 30/11/2022
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.
