Chartered Financial Planner, Adviser
Harry Morgan’s career in financial services commenced in 2000 at Legal & General, where he was a Pension Transfers Technical Manager before qualifying as a Financial Adviser in 2008. In 2011, Harry was invited to join Wellesley as an Adviser. He qualified as a Chartered Financial Planner in 2013.
Out of Hours: Harry enjoys running, swimming and spending time with his partner, Marie, and his two children Samuel and Millie.
We talk to Lynne Sheilds about her relationship with Wellesley, and her adviser, Harry Morgan. He usually visits her at home where she feels more relaxed. Lynne has been with Wellesley for a number of years. Having previously been reluctant to approach financial advisers, Lynne feels completely at ease with Harry and his positive approach to saving.
Mrs Edmonds joined Wellesley after being impressed with our approach to financial advice at one of our seminars. She didn’t think she needed an adviser but, after losing confidence in her bank, she approached us to help her invest some inheritance. With her dedicated adviser, Harry Morgan, she feels confident that her money is in safe hands.
PA to Harry Morgan is Michele Healy
The advice received from Harry in re-organising our investments over the past 12 months has proved to be sound and trustworthy. My wife and I would have no hesitation in recommending him to other investors
Harry always talks to me in language I can understand and gives good advice. He always answers any queries I may have quickly and often puts my mind at rest. I would certainly recommend him to others.
Past performance is not a guide to future performance.