Morgan's Financial & Mortgage Services
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We offer advice on a comprehensive range of mortgages and have exclusive products from the likes of NatWest, Halifax and Santander as well as countless other mainstream and niche lenders. The products we offer advice on include Life Insurance, critical illness insurance, income protection, Landlords insurance, commercial insurance, buildings, contents, accident and sickness insurance.

It's important to plan ahead for your retirement. Here, we explain why pension planning is so important, and describe some of the options available to you as guidance. Morgan's Financial Services are a trusted company that have been trading for 36 years with its practise principal Dave Morgan at the helm. We are a local firm. By being local we believe that this gives you peace of mind that you can call in at any point if you have any queries and discuss it face to face rather than having to deal with a call centre.

Morgan's Financial Services is regulated by Openwork. Openwork is one of the largest and longest-established financial advice networks in the UK and ensures that all of our recommendations are the best possible choice for you.
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I joined the financial services industry in 1983.
I pride myself in ensuring my clients are protected properly should they become seriously ill or die prematurely.
I believe personal recommendations are the life blood of my business & is the way I obtain new clients.
After getting a taste of the financial world she decided to start training.
She has now successfully completed extensive financial services examinations, and has experience advising clients on a wide range of financial planning areas including protection and mortgage planning.
Investing money needs careful consideration and you need to be absolutely sure of the risks involved.
This section provides generic information on different types of saving & investment.
You should seek advice appropriate to your specific circumstances prior to making any decisions.
It's important to plan ahead for your retirement.
Here, we explain why pension planning is so important, and describe some of the options available to you.
This information is intended only as guidance.
For advice on your specific circumstances, please get in touch.
We offer advice on a comprehensive range of mortgages from over 50 different providers and at certain times have exclusive schemes due to our affiliation with Openwork.
Mortgage Advice - Residential and Commercial Mortgages in Gwynedd, Anglesey and the whole of North Wales.
We offer advice on a comprehensive range of mortgages and have exclusive products from the likes of NatWest, Halifax and Santander as well as countless other mainstream and niche lenders.
Whether it's residential, BUY TO LET or commercial that you require, we offer a combination of choice and stability.
Equity release is only one of a number of options of extracting cash out of your property by effectively taking out a loan secured on your home.
It's only available to people aged over 55.
There are two main types of equity release: lifetime mortgages, which allow you to borrow money against your house; and home reversion, whereby you sell a share in your house.
You will need to take legal advice before releasing equity from your home as Lifetime Mortgages and Home Reversion plans are not right for everyone.
Whether its mortgage, family or business protection, we are professionally qualified to make the correct recommendation to suit your circumstances.
The products we offer advice on include Life Insurance, critical illness insurance, income protection, Landlords insurance, commercial insurance, buildings, contents, accident and sickness insurance in Anglesey, Gwynedd, Anglesey & North Wales.
Life insurance is also known as family protection.
In the event of premature death the surviving spouse should have sufficient funds to be able to support your family until they are financially independent.
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