We at Morgan Peterson are committed to ensuring the service our clients receive during this difficult and uncertain time is as close to” business as usual” as possible. Due to recent IT upgrades, we are able to operate during periods of isolation, via remote access software and in line with our business continuity planning. Our duty of care to our team and our community means that we are fully supporting the Government’s social distancing strategy which means face-to-face client meetings will be offered as a virtual meeting alternative for the time being – this can be arranged via our Advisers or through contact page on our website in the normal manner.
Best Mortgage Deals
As we are not tied to any providers we will be able to find the most suitable mortgage deal from over 500 providers, unlike banks who will only give you the deals they have on offer. We will also help you through the whole process.
Having over 30 years experience advising on group pensions schemes we are able to bring vast knowledge of this sector. With increased demands placed on businesses with the introduction of Auto enrolment we can help guide you to the right provider and support your business and employees through the whole process.
Do I need insurance?
How would you, your family or your business cope if you were not around to financially support them? If you were unable to work for a period of time due to sickness or accident would you be able to stay on top of bills with no income?
Years of experience
Client Log in
Investor portal gives you access to view all your finances in one place 24/7 on any mobile or web device. Investor portal enables you to view your fund information and financial portfolio at the click of a button. So whether you’re looking for an up-to-date valuation of your portfolio, want to assess how you’re progressing against your goals or simply wish to get in touch we have it covered.
With email and post increasingly open to being intercepted, we treat the security of the data you share with us with the utmost importance. Gateway provides you with a secure messaging service, so you can quickly get in touch with your Adviser and have the peace of mind of knowing that any information you share is encrypted and completely private.
A Secure Document Vault
Gateway provides you with a secure Document Vault, so you can store all your financial documents online where they are secure and fully backed up – much safer and more convenient than the bottom of the filing cabinet.
Financial Advice Service
We offer a wide range of financial advice services to both individual clients, families, sports players and business across the UK.
What some of our clients have to say
I was very pleased with the service me and my husband received from Lesley, we have been clients for over 30 years and nothing is ever too much for Lesley and her team. I can speak to the same person every time I call which is a nice change.
Thank you for all your help and support . Excellent communication and customer service.
Great service, explained everything so I could easily understand and get the right insurance for my needs.
Thank you so much for your help in all matters of the switch and for making things easy to complete.
Income Protection wasn’t something I thought I needed but so glad I got round to sending that email, I would have been in big trouble if I couldn’t work and didn’t have anything in place.
An excellent service dealt with in a professional way, easy for us to understand without too much technical jargon. We felt extremely confident with the advice you gave and that you had our best interest at heart.
Now that my pensions are all in one place, I don’t have to worry about all the different paper work, trying to figure out how much I will receive etc, I can just let Morgan Peterson sort it out.
Thank you for helping me sort out my insurances, puts my mind at ease.
Thank you for all that you have done with my income and for all your effort.
The Maltings,East Tyndall Street,Cardiff,CF24 5EA