Paul Morgan
LLB (Hons) APFS, Certs CII (MP & ER), Chartered Financial Planner
One of the first Chartered Financial Planners in the UK, I pride myself on my approachable, friendly and professional style of giving lifelong financial advice. I have over 22 years' experience in providing sensitive financial planning to a wide range of clients and their families, and I am passionate about connecting my clients to their financial planning priorities, and their current finances.
Specialisms:
- Financial wellbeing specialist
- Advice in retirement
- Company directors
- Business owners
- Financial professionals
- Private clients
- Cash flow modelling
- Intergenerational Planning
- Accumulating wealth
- Retiring and utilising your wealth
- Preserving your wealth for future generations
- Defined benefit pensions advice
- Entrepreneur Club
- Supporting all legal professionals
About
Having studied law at university, I entered financial services in 2000. Since that time I have worked in bank assurance, have trained new advisers, have worked with major life assurance businesses, worked as an independent financial adviser - and now chose to work in my own Practice, since 2010 - choosing to become a Partner Practice of St. James's Place, with the strength and in depth sound investment principles that St. James's Place brings to my own proposition. My values around being interested, authentic and vibrant come from my own experience and beliefs, and run through my Practice from top to bottom.
My firm belief is that wealth has a role to play in not only my clients' lifetimes, but also beyond that point and in their families' lives. I also believe that while the internet can prove useful in gathering information, key financial planning decisions and strategies are greatly enhanced by the personal and bespoke touch, and that financial education whether young or old, is one of the greatest assets we have can build upon, and pass on to our loved ones.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Testimonials
Accreditations
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.
Click on the accreditations for more information
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.
