Dan Morgan Financial Associates

Welcome to Dan Morgan Financial Associates.

People from all walks of life come to me with their financial concerns. From business owners, senior executives, professionals, those thinking about retirement and those who have already retired. I have the knowledge and experience to support your financial plans and goals. You will benefit from the comprehensiveness and depth of my highly personalised financial planning service making the complex simple.

Voted as one of VouchedFor's Top Rated Advisers in 2023 and 2024. I have more than 17 years in the industry and I provide expert, fully audited, holistic financial advice.

I provide ‘Bespoke’ and tax efficient financial planning advice to individuals and business owners. I focus on understanding my clients’ personal and professional motivations, forming long term relationships through the design, implementation and maintenance of ‘Bespoke’ Financial Plans that meet their ongoing financial goals.

Taking a modern approach to financial advice & planning, I prioritise specific financial goals and needs whilst investing with a strong focus on sustainability and long term planning. My holistic approach incorporates tax optimisation and tax efficient investments, regular investing structures, pension & retirement planning, personal protection, inheritance tax and estate planning.

My story: Financial Planning is about working with families so they can focus on spending time on more important things in their life like spending time with their family. At the end of our lives we will remember the memories we won’t necessarily remember the money.

In 2020 my life changed significantly and I decided to accept an invitation to join St. James's Place. I can meet all your financial planning needs, whether this is to grow and manage your wealth or if you want to preserve and safeguard your wealth for retirement and provide a legacy to your family in the future.

I provide a face-to-face bespoke service. I believe in advising my clients like I would advise my own family. I have 17 year’s experience of working in the financial industry including Nationwide Building Society where I have been able to help my clients plan towards having the lifestyles they want without the financial worry.

The three stars on my logo represents my 3 children, my son and twin girls.

Financial Advice helps people so they don’t have to worry about their finances and can focus on spending more time with their families.