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John Morgan

International Financial Adviser

Previous Experience

With over 22 years’ experience within the UK and International Financial Services Sector, John Morgan has been working across all worldwide exchanges including UK, US, Australia, Japan, Hong Kong, Germany and France. John specialises in UK Pension transfers into Offshore solutions, Qualifying Recognised Overseas Pension Schemes (QROPS), and UK based Self Invested Personal Pensions (SIPP) and in the past 12 years he has been advising Private Offshore Clients.

 

Qualifications/Accreditations

  • LEVEL 5 DipFA
  • SFA Futures and Options Rep
  • CISI 1 & 2

 

Testimonials

JOHN MONK – Strategic Sales Consultant, Fujitsu – Calgary, Canada

"My wife and I first met John very fortuitously in September 2017. At the time we were trying unsuccessfully to pull together a disparate portfolio of legacy pensions that we had left behind in the UK when we emigrated to Canada in 2004. Managing multiple pensions from a distance was becoming unwieldy to say the least and we had no overarching strategy or financial plan. QROP’s was no longer an option for us so we needed an alternative approach and we were struggling to find any solid advice in either Canada or the UK. From the outset John was a good listener, patient and always pleasant to deal with. His unique international experience and knowledge allowed us to create a strategy to consolidate our pensions into a SIPP; and over the following six months he guided us successfully through an extremely bureaucratic maze. Dealing with three different pension providers, all with their own individual and arguably overly stringent processes would have been an impossible task on our own. John has met every one of his commitments and built trust along the way. He travelled twice to Canada to meet us in person and we now communicate regularly via skype and phone. We know that we only have to reach out and John will respond quickly. Given that we are not financial experts John’s clear explanations throughout have given us confidence that our savings are now consolidated and invested in a flexible financial vehicle that meets out future needs. I would not hesitate to recommend John to anyone who needs financial advice or guidance"

CHRIS WELSBY – Infrastructure Design Managers, Jacobs – Dubai, UAE

"John has been my advisor for around 9 years while working in Dubai. He initially transferred my company pension from the UK and then put together a portfolio of investments that suits my needs. I meet up with John approx. four times a year where he explains how my investments are performing and of any actions I should take. I have always found John professional and knowledgeable in his dealings and approach and would not hesitate to recommend him to friends and colleagues"

Steve Thomas – International Sales Director, Ecotile – Dubai, UAE

"I’ve been working with John for almost 3 years now, I have no hesitation whatsoever in recommending John. I was very apprehensive initially on moving my UK pensions, but John led me through the process with simple and easy to understand communication and clear advice. The successful transaction of consolidating a number of my ‘forgotten’ Pensions into a QROP has given me a straightforward, uncomplicated, regularly monitored Pension. Which I am now extremely confident will provide a secure financial future for me and my family and I would wholeheartedly recommend him to anyone requiring the same goal."

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