Morgan's Financial & Mortgage Services

At Morgan’s Financial & Mortgage Services we believe that everyone should have access to clear financial advice to help them make the most of their money.
As we have been established & trading in North Wales since 1983. We pride ourselves on giving continued Financial Planning Advice. We are part of one of the largest networks in the UK which gives us access to providers that are representative of the whole of market.
We will offer professional advice to help you protect your family, invest wisely and enjoy greater wealth, a comfortable home and a fulfilling retirement.


Quote from practice principal David Morgan “Since starting in business I have been instrumental in clients receiving substantial payouts on critical illness and death claims”.

As protection specialists we recommend that you protect all your personal & business assets properly i.e. Life Insurance, Critical illness and Income protection for individuals.

Partnership Protection. Key Man, Share Purchase & loan protection for directors of Ltd companies in the most tax efficient manner.

Note Tax relief can now be obtained for life insurance effected by an employer on the life of an employee under sections 393B(4)(b)and (c) of the income tax(earnings and pensions) Act 2003.

We are able to introduce you to other specialists within openwork to provide advice on Investments, Inheritance tax, Pensions, Commercial & Domestic Mortgages.

Languages Spoken: Welsh, English, Cymraeg