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.
Mr Harry Morgan has given me sound & trustworthy advice during my on-going difficult & challenging circumstances. He has listened patiently & sympathetically & explained all options clearly & concisely.
He has always put my interests first & his service & support has been exceptional. He is a genuinely kind, caring and considerate person and an excellent financial adviser.
I would have no hesitation in recommending him to anyone.
The advice received from Harry in reorganizing our investments over he past 12 months has been proved to be sound and trustworthy.
My wife and I would have no hesitation in recommending him to other investors.
He has always been ready to visit me as and when required to offer sound advice. Following a recent meeting regarding certain investment changes that I required, he has readily organised swiftly on my behalf. On other occasions during past years, he was similarly efficient and always with a friendly manner. I have no hesitation in recommending him to anyone.
The service is fantastic and the products I have been introduced to have worked very well. Overall, I am very satisfied.
I was very pleased with all aspects of my dealings with Mr Morgan. He was professional and well informed and explained things very clearly. His advice is excellent even when it did not benefit him or the company. I would certainly recommend him to others.
Harry always talks to me in a 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.
We first met with Harry Morgan as a representative of Wellesley when we asked them to undertake a review of our investments. In a short time we have developed a good rapport with him and a high level of confidence in his analytical skills and the advise he has given us – to the extent that we have now switched all our investments to his care. We would have no hesitation in recommending him to anyone.
Harry Morgan has been of outstanding support to me at a time when I needed someone batting on my side. I have already recommended him to my in-laws when they return to the UK. I much appreciated the professional service.
I have always been impressed by the advice & genuine interest shown by Harry Morgan. He will consider all elements before making the best suggestion for us & the fund performance has been excellent. I would not hesitate to recommend Harry if you want the best in financial advice.
Having made the jump from being employed to being self-employed, my pension provisions needed reviewing and tidying up. I met Harry about 4 years ago at a business networking meeting. I was impressed by his ability to explain financial matters clearly, so I approached him about getting his help.
I have now been a client of Harry’s for over 3 years. And I am very confident that my pension plans are in excellent hands. Aside from knowing that I can request an update meeting at any time throughout the year, Harry initiates regular annual reviews where he provides me with financial updates and suggests potential changes, always explaining his reasoning thoroughly.
We have found Harry Morgan to be diligent, hardworking & trustworthy. From the outset his advice has been second to none without pressure.
Past performance is not a guide to future performance.