Investments & Savings
Whether saving for the future, a specific event or just a rainy day, Morgans can advise you on the best product to meet your regular savings requirements.
Morgans has access to the whole market for a range of investment bonds, units trust, OEIC's, ISA and Investment Trusts which coupled together with computerised research tools, industry experience and knowledge of funds and performance can assist in finding a suitable long term investment whether it is for growth, income or investment and we can also incorporate tax planning or all these areas into a tailored product to meet your requirements.
Please contact us to arrange a suitable appointment to discuss your requirements. The meeting can take place at our office or if you prefer in the comfort of your own home.
You can contact Wayne Westbrook on 01383 620222 to discuss your specific requirements or you can e-mail:
Morgans are happy to accept introductory commissions from insurance companies or procuration fees from lending institutions. However if clients wish to operate on a fee only basis we are happy to do so and our fees are normally 0.25% of the loan amount in mortgage cases and a minimum of £250.00 for all other business.
Your home is at risk if you do not keep up repayments on a mortgage or other loan secured on it. Your home may be repossessed if you do not keep up payments on your mortgage. Written quotations available on request. Deposit, life cover and other insurances may be required. All loans subject to status.
Morgans are Independent Financial Advisers authorised and regulated by the Financial Services Authority.