|We are delighted to announce that Morgan Stone are now part of UNIQ Family Wealth. UNIQ Family Wealth is an experienced team of independent Financial Planners based in Cardiff, London, Bristol and Swansea supporting families and individuals to make the most of their wealth via intelligent investment, retirement, mortgage and tax thinking. Visit the website at www.uniqfamilywealth.co.uk. We are in the process of integrating our services and will keep you updated.
Morgan Stone Independent Limited is authorised and regulated by the Financial Conduct Authority
Morgan Stone (IFAs) as a Financial Group have been established in Thornbury since 1998 and having located in the High Street, we are part of the local community and active members of Thornbury Chamber of Commerce. We pride ourselves on offering a friendly, professional service to individual and corporate clients.
We are happy to meet clients either at our office, their home or place of work and also deal by telephone, post or e-mail if preferred. Outside office hours meetings are also offered. We have both male and female consultants covering the local area, Bristol, Bath and further afield.
We offer initial consultations, at our expense, with no obligation to determine if we can help and how we can work together. Just ring 01454 415757 / 411800
|Sarah Neale, Director and Chartered Financial Planner, has been in the industry since 1996, having previously worked for Prudential Private Financial Planning Services as an Executive Consultant before setting up Morgan Stone in 1998. Sarah holds membership of the Personal Finance Society and is qualified to give advice on Taxation and Trusts, Long Term Care, Retirement Solutions, Investments and Protection.
Sally Moore, Director and Financial Planner, has worked in the financial services industry for over 35 years, starting her career with NatWest Bank. Sally then went on to help launch Prudential Financial Planning Services in 1992 as one of their Executive Consultants before moving on to set up Morgan Stone in 1998. Sally is qualified to give advice on Investments, Long Term Care, Inheritance Tax, Retirement Solutions and Protection.
Jenny Ansell, Office Manager, started her career in financial services in 1992 with Acuma Financial Planning starting as a para-planner and progressing to Division Analyst. She then worked as an administrator for Prudential Private Financial Planning before joining Morgan Stone in 1998. Jenny holds the Financial Planning Certificate, Diploma in Financial Planning and heads up our administration team.
Andrew Lawrence started his career in Financial Services over 17 years ago and joined forces with Morgan Stone Independent Limited in 2012. Andy holds the Financial Planning Certificate, ER1 Equity Release and Certificate in Advanced Mortgage Advice and specialises in mortgages, protection and general insurance. Andy is also our Equity Release consultant.
Emily Webb, Administrator, Emily joined our team in 2014 and is likely to be your first point of contact. Emily holds the Certificate in Financial Services and provides administration and para-planning support.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Equity Release / Lifetime Mortgages. Check that this mortgage will meet your needs if you want to move of sell your home or you want your family to inherit it. If you are in any doubt seek independent advice.
We have a fully qualified and skilled team of investment, pension, protection advisors and mortgage and general insurance consultants, who bring with them a wealth of financial services industry experience.