76 reviews | 1 verified advisers
Review for Harry Morgan
What could they have done better?
Unable to think of anything
What were the circumstances that caused you to initially look for a financial adviser?
Inheritance
How has Harry helped you?
Advised on where best to invest and long term planning
Have you seen the outcome you were hoping for?
Too early to comment
Review for Harry Morgan
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Looking for professional advice
How has Harry helped you?
Retirement planning and investments
Have you seen the outcome you were hoping for?
Yes
Review for Harry Morgan
What could they have done better?
I cannot think of anything.
What were the circumstances that caused you to initially look for a financial adviser?
We have used Harry for many years when he worked for another firm. When he left we missed his sound advice and excellent customer service so sought him out.
How has Harry helped you?
Harry has always given practical and useful advice and excellent customer service.
Have you seen the outcome you were hoping for?
Yes
Review for Harry Morgan
What could they have done better?
Nothing !
What were the circumstances that caused you to initially look for a financial adviser?
We had a number of pensions from different airlines that we had worked for and had received excellent recommendations that Harry could help us amalgamate them and improve the choices we had made.
How has Harry helped you?
Harry has been outstanding.... this is about more than money, he has always gone the extra mile and very proactively helped us in so many areas. Unreservedly recommended.
Have you seen the outcome you were hoping for?
Yes
Review for Harry Morgan
What could they have done better?
Not from what I currently understand.
What were the circumstances that caused you to initially look for a financial adviser?
Retired with some savings I need to know how best to invest for long term growth, income and inheritance planning.
How has Harry helped you?
Harry has a broad knowledge of financial services and has been able to point me in the right direction and facilitate investment and the necessary protection.
Have you seen the outcome you were hoping for?
Still fairly early days but all looks good. Certainly given me peace of mind.
