Business Continuity Planning with Harry Morgan

Call 01444 847269

I am a Chartered Financial Planner at Wellesley. Not many people have the time nor energy to research the finer points of wealth management and finance. I have devoted my career to doing just that, and I am able to share my expertise in a way that can be understood, so that together we can make wise choices about your money.

Business Continuity Planning

Resiliency planning is a key element of any business, allowing you to safeguard your assets in the case of an emergency. Depending on the age, size and structure of your business, different types of business continuity planning will be suitable for you.

Different businesses have different needs, for example:

  • Younger businesses are reliant on key individuals
  • Medium-term businesses rely on borrowing
  • Established businesses tend to have more owners and require robust succession plans.
I can help you to identify any vulnerabilities and assist you with establishing a procedure for the recovery, resumption and maintenance of ongoing business operations, meaning you can be flexible in responding to crises or unforeseen events. To have an initial conversation, please call me on 01444 847269.

Shareholder Protection

Key Person Insurance

Profit Extraction

Relevant Life Cover

Harry Morgan – Chartered Financial Planner, Adviser

Harry’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.

Harry prides himself on being easy to talk to and he is committed to offering excellent personal financial advice. His ultimate aim is to ensure that you have enough money to do what you want to do throughout your life, while being assured that your loved ones have been well looked after.

Out of Hours: Harry enjoys running, swimming and spending time with his partner, Marie, and his two children, Samuel and Millie.

Watch this short video to find out more about Harry Morgan or get in touch by calling 01444 847269

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