SPRING EDITION: FIRST FOR WEALTH

YOUR WINDOW ON FINANCIAL MATTERS

 

 

INSIDE THIS ISSUE

  • Tax traps the Bank of Mum and Dad should avoid
  • Millions relying on just £7k in retirement
  • Cash flow planning – your road map for the future
  • More women are working in their 70s
  • Time to temper your return expectations?

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* Morgans are happy to accept introductory commissions from insurance companies or procuration fees from lending institutions. We charge a fee of £250 plus we will also receive a procuration fee of approximately 0.35% from the product provider. However if clients wish to operate on a fee only basis we are happy to do so and our fees are normally £450.00. 

**Your home may be repossessed if you do not keep up repayments on your mortgage.

Morgans is a trading name of The Morgan Law Partnership which is authorised and regulated by the Financial Conduct Authority for Financial Services. FCA Number 427236.

To arrange a free initial consultation please contact us on telephone number 01383 620222, or alternatively you can complete the short form below and a member of our financial services team will get back to you as soon as possible…

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