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Lee Morgan

International Financial Advisor

Previous Experience

Lee has 28 years’ experience in the financial sector, starting initially in banking and later as a Financial Advisor and IFA. He deals with all aspects of financial planning and specialises in pensions and high net-worth clients.

Qualifications/Accreditations

  • FPC level 4 fully qualified.
  • Plus additional/advanced qualifications in: G60 Pensions, J01Ttaxation & Trusts, CF8 Long Term Care, J05 Pension Income Options, Equity Release Specialist Qualification, R04 Update on Pensions & Retirement planning.

To contact Lee Morgan please complete the form below and click on the "SEND MESSAGE" button.

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