A Partner Practice of St. James's Place Wealth Management
Morgan & Co Chartered Financial Planners
Paul Morgan
LLB (Hons) APFS, Chartered Financial Planner
At Morgan & Co Chartered Financial Planners, we aim to help our clients get organised, and plan to get to where they want to be at the various stages of their lives – backed up by the expertise and comprehensive range of planning tools provided by St. James's Place Wealth Management.
About
“If you don’t design your own life plan, chances are you’ll fall into someone else’s plan. And guess what they have planned for you? Not much.” - Jim Rohn
I believe that everyone should have their own life plan – a written plan that is measurable and reviewable.
My clients are professional people – business owners, lawyers, medics to name a few. And they have life plans. My clients and I have sat down and thought about what they want to happen to them and their families short, medium and long term. Once we’ve done that, we then aim to get them to where they want to be at the various stages of their lives, setting out a strategy to get them there – backed up by the expertise and comprehensive range of planning tools offered by St. James's Place Wealth Management, and by my own experience and knowledge as a fully qualified Chartered Financial Planner.
And then, every 12 months or so, we review the life plan, and take any action necessary to maximise the chances of realising it.
Devising a life plan isn’t a product led discussion. It’s led by what you want to happen in the future with your career, your retirement, your family, your lifestyle. We then quantify what you need and when, and work to get you there.
I believe that everyone should have their own life plan – a written plan that is measurable and reviewable.
My clients are professional people – business owners, lawyers, medics to name a few. And they have life plans. My clients and I have sat down and thought about what they want to happen to them and their families short, medium and long term. Once we’ve done that, we then aim to get them to where they want to be at the various stages of their lives, setting out a strategy to get them there – backed up by the expertise and comprehensive range of planning tools offered by St. James's Place Wealth Management, and by my own experience and knowledge as a fully qualified Chartered Financial Planner.
And then, every 12 months or so, we review the life plan, and take any action necessary to maximise the chances of realising it.
Devising a life plan isn’t a product led discussion. It’s led by what you want to happen in the future with your career, your retirement, your family, your lifestyle. We then quantify what you need and when, and work to get you there.
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.
Paul Morgan
Greville House, 10 Jury Street, Warwick, CV34 4EW
Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm
Advice & Services
We offer an excellent wealth management service which will help you achieve your 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 mortgages 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.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
Insights and E-Briefing Service
Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
At Michael Harwood & Chartered Accountants we pride ourselves on providing a quality service and therefore we look to use likeminded businesses. We recently instructed Paul Morgan of PRM Wealth Management Limited to act for one of our clients. Paul provided an excellent service and completed the work in a timely manner and our client has been very happy with the outcome of the work carried out. We would not hesitate in recommending or using Paul at PRM Wealth Management Ltd in providing services in the future.
Mark Harwood | Chartered Accountant, Warwick
I would like to thank you for all your help in selecting and arranging critical illness cover for mortgage, and also income protection for myself and my wife. Your work in researching the right products and offering a wide choice of providers was important to us both, as well as helping us navigate the application process. Clear letters that accurately represented our requirements was also important to us.
David Smith, Accountant, Knowle
Your home may be repossessed if you do not keep up repayments on your mortgage.
I first met Paul in August 2008 and was impressed with his professionalism and support from the start. He is courteous and punctual, and provides pressure free advice in a friendly manner. I feel confident in his review of my financial situation and advice on how best to plan for my long term financial needs. His follow up service is excellent, and I look forward to our relationship continuing for many more years.
Anon, Northampton
Paul has been providing me with financial advice since March 2009. I have always found him to be professional, conscientious and competent and given me sound and trustworthy advice. In addition his follow up service is excellent. He is personable, courteous and dependable and I have no hesitation in recommending him to anyone.
Anon, retired Group Financial Director of a quoted PLC, Wombourn
I have found Paul Morgan to be a very professional, friendly and well informed financial adviser prepared to go the extra mile.
Mr Rodger, Claverdon
I have known Paul for over three years. During that period Paul has always behaved in an immaculate, professional manner. He is always punctual for meetings. Any problems are quickly and smoothly rectified. I have the highest regard for Paul and would have no hesitation in recommending him to others.
Mr Vass, Burton on Trent
When seeking professional advice, whether it is medical, legal or financial, first impressions are important in establishing confidence. One also looks for a degree of permanence in such a relationship. Paul fulfils both of these requirements. He is personable and well qualified and has shown himself to be as concerned for the interests of his existing clients as he is for expanding his client base, which is of course fundamental to the success of his with St. James's Place. I am confident of his integrity.
Mr Morgan, Rugby
Over the last few years, Paul has provided excellent service and support. The personalised advice and assistance with financial planning have been sound, especially considering my changing circumstances and requirements. Apart from regular reviews, he always responds to any questions and requests that I have. Paul is reliable and trustworthy and I would not hesitate in recommending him.
Mrs Osbaldeston
Paul has been my financial adviser for the past three years and has always dealt with my investments in a sound and trustworthy manner. I would have no hesitation in recommending his services to friends and family.
Mr Lowman, Ladbroke
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 £93 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.
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.
Morgan & Co Chartered Financial Planners is a trading name of PRM Wealth Management Ltd. PRM Wealth Management Ltd is registered in England and Wales, Number 07670414. Registered Office: Greville House, 10 Jury Street, Warwick, Warwickshire, CV34 4EW.
Paul Morgan
PRM Wealth Management Ltd