78 reviews | 1 verified advisers
Review for Harry Morgan
What could they have done better?
Nothing really noted - good service theoughout.
What were the circumstances that caused you to initially look for a financial adviser?
As we got older and our daughters had grown up wanted help regarding savings and pensions .... and ultimately retirement.
How has Harry helped you?
Made everything very clear and simple and easy to understand, even if finances are not your thing!
Have you seen the outcome you were hoping for?
Yes, really clear path to retirement and full understanding of the position we are in now and what the future could look like.
Review for Harry Morgan
What could they have done better?
Nothing - Harry provided exactly what I needed
What were the circumstances that caused you to initially look for a financial adviser?
I am in the process of getting divorced and needed swift advice as to what to do with my various pension pots
How has Harry helped you?
Harry has given me well thought out advice, and made me think about all of the different options available to me.
Have you seen the outcome you were hoping for?
Yes, I'm now in a position to make a far more informed choice
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
