Morgan Peterson

At Morgan Peterson, we pride ourselves on delivering a personal approach to financial planning, tailored to the unique needs of our clients. With over 0 years of experience, we have established a reputation for providing expert advice and guidance to individuals, families, sports players, and businesses across the UK.

Mortgage Advice

Our mortgage advice service is designed to help you navigate the complex mortgage market with ease. We offer impartial advice on a wide range of mortgage products, including first-time buyer mortgages, remortgages, buy-to-let investments, and mortgages for customers with adverse credit. With extensive knowledge of the mortgage market and established relationships with leading UK lenders, we can source and secure the most competitive mortgage deals for even the most complicated and delicate of client circumstances.

Protection Insurance

Protection insurance is a vital component of any financial plan. However, with so many products available, it can be difficult to know which one is right for you. That's where we come in. Our experts will work closely with you to understand your individual needs and circumstances, and recommend the most appropriate protection products to provide the necessary peace of mind. Whether you're looking to protect yourself, your family, or your business, we'll ensure that you have the right cover in place.

Retirement Planning

Retirement planning is a complex and often daunting task. At Morgan Peterson, we're committed to making it as easy as possible for you to achieve your retirement goals. Whether you're starting a pension, looking to save more into your pension, or need help understanding your retirement options, we're here to support you every step of the way. Our expert advisors will work with you to create a bespoke retirement plan that meets your individual needs and helps you achieve the lifestyle you deserve.

Investments & Savings

Investing for the medium or long term can be a daunting prospect, but with the right guidance, it can also be a highly rewarding experience. At Morgan Peterson, we offer a range of investment and savings options, designed to help you achieve your financial goals. Whether you're looking to grow your wealth, secure your financial future, or achieve a specific goal, we'll work with you to create a personalized investment plan that meets your individual needs and risk tolerance.

Testimonials

At Morgan Peterson, we're proud of the relationships we've built with our clients over the years. Here's what some of them have said about our services:

Thank you for all that you have done with my income and for all your effort. - Robert Hengoed

Great service, explained everything so I could easily understand and get the right insurance for my needs. - J Vaughan

Thank you for all your help and support. Excellent communication and customer service. - Jayne Stockport

Thank you for all your help and support. Excellent communication and customer service. - Margaret Shrewsbury

Income Protection wasn't something I thought I needed but so glad I got round to sending that email, I would have been in big trouble if I couldn't work and didn't have anything in place. - Gareth Cardiff

Now that my pensions are all in one place, I don't have to worry about all the different paper work, trying to figure out how much I will receive etc, I can just let Morgan Peterson sort it out. - Mike Bristol

I was very pleased with the service me and my husband received from Lesley, we have been clients for over 30 years and nothing is ever too much for Lesley and her team. I can speak to the same person every time I call which is a nice change. - Mr & Mrs Davies