Jarrod Morgan
BA(Hons), Certs CII(MP&ER), APFS
Morgan Financial Planning prides itself on building supportive, long-term relationships with clients.
In life we rely on a handful of people for extra support or advice – choose wisely.
As a result of the Practice's client focussed approach, many clients have asked Morgan Financial Planning 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. The Practice helps clients plan to meet their objectives, building and protecting their wealth, business and legacy.
The Practice's advice can have a really positive impact on the lives of clients, their families and loved ones so it’s a responsibility taken seriously.
Morgan Financial Planning listens 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, the Practice will monitor and review your plan with you, incorporating changing circumstances, helping give 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 clients that the planning services are of the highest calibre.
Promotions
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
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 06/11/2024
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.
