Morgan Peterson Financial Advisers

Financial planning specialists serving individuals, families and businesses. Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial. Our service is grounded in the highest professional standards. We recognise that each of our clients is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations. I hope you find this website of interest. Please feel free to browse and if you have any questions do not hesitate to 'Contact us' with any queries.

Savings & Investments

Whether saving for a home, holidays, retirement or your children's university fund there are a variety of options available for us to explore with you.

Pensions & Retirement Planning

Saving for your retirement maybe one of the most important things you can do during your working life which will allow you to have a happy retirement and spend time with your loved ones.

Corporate

We recognise there is no one size fits all. Through our personal approach, we build a benefits package specifically suited to your company. In doing so we will put the employer at the heart of the decision making process.

Insurance

Personal Protection is a personal insurance and a way of protecting yourself and your family against a particular adverse event, such as death, or losing your income because of illness.

Should I remortgage?

A remortgage is where you take out a new mortgage on a property you already own – either to replace your existing mortgage or to borrow against your property. Around a third of home loans made in the UK are mortgages. For most of you, your mortgage is the biggest financial commitment you will make […]

01 Dec 16 ed

Autumn Statement 2016! What can we expect from chancellor Hammond?

Phillip Hammond (Chancellor) will today have his first opportunity to outline his priorities for taxes and spending in the wake of the Brexit vote. The Office for Budget Responsibility (OBR), the Government’s fiscal watchdog, will also reveal its latest forecasts for growth, unemployment and inflation, which will help to shape the way policymakers respond to […]

23 Nov 16 ed

How important is Critical illness insurance?

Most home buyers will usually contact us asking about life assurance when they arrange a mortgage, but only a small minority obtain any other form of financial protection which they are 5 times more likely to need before they reach retirement. Even more worrying is people’s perception that they need to own a home before […]

18 Nov 16 ed

President Donald Trump -How does that sound?!

I should be saying how does that feel? At the time of writing with only a small handful of states left to be counted it’s looking more likely Donald trump will become the 45th president of the United States. I hear you ask, how does this happen? Like our recent Brexit vote ultimately people are […]

09 Nov 16 ed

Santander 123 current account interest cut to 1.5% in fresh blow to savers

Santander said the changes were being made ‘due to the market expectation of interest rates staying lower for longer’ They are reducing the rate on the popular 123 current account which will affect more than half a million savers. From today, account holders will see the rate of interest slashed from 3% to only half […]

01 Nov 16 ed