Morgan Peterson Financial Advisers
Get a consultation
About us
Welcome to Morgan Peterson financial planning, we have over 40 years experience in serving individuals, families and businesses. Morgan Peterson was established in late 1990’s after the successful mergers of 2 businesses and is a long standing business in Cardiff and surrounding areas.
Our head office has remained in Cardiff which has easy transport links either by public transport or car but we also have clients that mainly cover an area across south Wales along the M4 corridor to London.
What we do
Starting a starting a family is a life event that no one can really prepare you for, but with us by your side we can guide you to have a secure financial future for you and your family.
There is so much to think about when raising a family so it is important to have clear planning in place, we offer a range of advice services whether you want to start building a retirement pot, help put your children through education or worried about the financial implications of losing a spouse or partner, being off work due to illness.
We can put things in place to get you to reach your goals and objectives.
- Insurance
- Life cover
- Mortgage protection
- Critical Illness
- Income protection
- Family Income benefit
- Retirement planning
- Personal Pensions
- Employer Pensions
- Investments
- ISA
- Savings accounts
- Investment Bonds
- Business Planning
- Auto enrolment
- Mortgage Advice
- First time Buyers
- Remortgaging
- Equity Release
- 2nd Charge/ Bridging finance
How we do it
We want to make the process as easy as possible and we can offer face to face meetings whether it’s in your own home or at our offices, online via video or over the phone. It is important to make the advice process as accessible and easy to understand as possible.
We work with you to understand your circumstances and work out what you need and how we can achieve your goals and aspirations
All out fees are clearly demonstrated prior to any work being carried out and our fees are aligned to the complexity of the advice we provider. We often will not charge any fees direct to you as the provider pays via commission and again the commission we receive will be documented.
We also offer bespoke prices via Bump2baby which are not on our terms of business so if you interested in any advice please do not hesitate to contact us as we are more than happy to provide advice, guidance or some pointers where advice is not required. We want you to have a good experience of raising a child and receiving financial planning.
Our service is grounded in the highest professional standards and we recognise that each of our clients is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.
Morgan Peterson Ltd
The Maltings East Tyndal Street Cardiff South Glamorgan CF24 5EA
www.morganpeterson.co.uk
T: 02920453950 E: ewanp@morganpeterson.co.uk
Tax Planning Investment Planning, Retirement Planning, Personal Insurance advice, Pension Transfer, IHT planning, Mortgage Advice, ISAs and Savings, Business Protection Insurance, and Private Medical Insurance.
About us
Welcome to Morgan Peterson financial planning, we have over 40 years experience in serving individuals, families and businesses. Morgan Peterson was established in late 1990’s after the successful mergers of 2 businesses and is a long standing business in Cardiff and surrounding areas.
Our head office has remained in Cardiff which has easy transport links either by public transport or car but we also have clients that mainly cover an area across south Wales along the M4 corridor to London.
What we do
Starting a starting a family is a life event that no one can really prepare you for, but with us by your side we can guide you to have a secure financial future for you and your family.
There is so much to think about when raising a family so it is important to have clear planning in place, we offer a range of advice services whether you want to start building a retirement pot, help put your children through education or worried about the financial implications of losing a spouse or partner, being off work due to illness.
We can put things in place to get you to reach your goals and objectives.
- Insurance
- Life cover
- Mortgage protection
- Critical Illness
- Income protection
- Family Income benefit
- Retirement planning
- Personal Pensions
- Employer Pensions
- Investments
- ISA
- Savings accounts
- Investment Bonds
- Business Planning
- Auto enrolment
- Mortgage Advice
- First time Buyers
- Remortgaging
- Equity Release
- 2nd Charge/ Bridging finance
How we do it
We want to make the process as easy as possible and we can offer face to face meetings whether it’s in your own home or at our offices, online via video or over the phone. It is important to make the advice process as accessible and easy to understand as possible.
We work with you to understand your circumstances and work out what you need and how we can achieve your goals and aspirations
All out fees are clearly demonstrated prior to any work being carried out and our fees are aligned to the complexity of the advice we provider. We often will not charge any fees direct to you as the provider pays via commission and again the commission we receive will be documented.
We also offer bespoke prices via Bump2baby which are not on our terms of business so if you interested in any advice please do not hesitate to contact us as we are more than happy to provide advice, guidance or some pointers where advice is not required. We want you to have a good experience of raising a child and receiving financial planning.
Our service is grounded in the highest professional standards and we recognise that each of our clients is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.
Morgan Peterson Ltd
The Maltings East Tyndal Street Cardiff South Glamorgan CF24 5EA
www.morganpeterson.co.uk
T: 02920453950 E: ewanp@morganpeterson.co.uk
Tax Planning Investment Planning, Retirement Planning, Personal Insurance advice, Pension Transfer, IHT planning, Mortgage Advice, ISAs and Savings, Business Protection Insurance, and Private Medical Insurance.
Get a consultation
- Insurance & protection
- Pensions & retirement
- Mortgages
- Financial planning
- Investments
- Savings
- Tax & trust planning
- Business