- Success Stories
Morgan was recommended to me through a friend. I was looking for help prioritising my career goals and figuring out a financial strategy for the next phase of my life. At the time I was feeling overwhelmed and unsure as to where I should be focusing. Morgan gave me the tools to identify my overall needs and wants, and helped me to map those back to my career and financial goals. He helped me to think through my options clearly and to identify the steps I need to start taking now in order to reach my goals. What I found particularly helpful was how Morgan explained financial information to me in a clear and easy-to-understand way, that gave me a realistic sense of what’s possible and what I need to start taking action on now.
Those seeking career advice, I would not hesitate to contact Morgan. It worked wonders for me. Thank you!
I needed help managing my Personal Finances. Morgan met with me and explained Pensions & Tax Credits & all the confusing options available to me. His unbiased, non-judgemental approach was very reassuring & he helped me feel in control of my own finances. It was a big relief to finally make sense of it all & set myself on the best financial path. I now feel confident about my financial future, and am grateful to Morgan for his patience and reassurance and advice. Time well spent!