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Dave Morgan

Practice Principal – Financial Adviser
I joined the financial services industry in 1983. I pride myself in ensuring my clients are protected properly should they become seriously ill or die prematurely. I believe personal recommendations are the life blood of my business & is the way I obtain new clients.

Phone: 01248 800400
Email: dave@morgansfms.co.uk

 

Charlie Sayle

Mortgage and Protection Advisor
Charlie joined the MFS team back in January 2019 as our office administrator. After getting a taste of the financial world she decided to start training. She has now successfully completed extensive financial services examinations, and has experience advising clients on a wide range of financial planning areas including protection and mortgage planning. Outside of work she enjoys spending time with her husband and little boy and going for days out to her local beaches and nature reserves.Here is what Charlie has to say about working in the MFS team..”I thoroughly enjoy working at Morgans FMS and never have a day where I don’t want to go to work. It has been a hectic and busy time studying for my exams, working full time and being a full time mum but it has all been worth it. I am excited to start my career as a mortgage and protection adviser and cant wait to see what the future will bring.”

Phone: 01248 800400
Email: charlie@morgansfms.co.uk

 

Mark Rowlands

Client Relationship Manager
Mark is the newest member of the MFS Team having joined in August 2020. Although Mark has only just started his career in the Financial Services industry, he took advantage of the lockdown period to study for his first exam (RO1) and passed with flying colours. Prior to working at MFS Mark worked in the Tourism industry for many years. Here is what Mark has to say about starting his new career and joining the team “It’s been a really busy few months between studying and starting work at the office, but extremely enjoyable at the same time. I’m very much looking forward to reaching my goal of qualifying as a Mortgage & Protection adviser. I’m already making the most of my first ever Monday to Friday job which allows me to spend more time with my partner and our two dogs with plenty of time to catch with family and friends.

Phone: 01248 800400
Email: mark@morgansfms.co.uk

Paul Tapley

Wills Adviser & Estate Planner
As our Estate Planning expert, Paul will provide professional advice to ensure everything you have worked for all your life goes to those you care about and not to unintended others. Our services include simple Wills through to Powerful Protective Wills and Trusts and implementing Effective Estate Planning Strategies….all to help ensure your loved ones inherit in accordance with your wishes.

 

Martyn G Whittaker DipPFS

Financial Adviser
I specialise in providing advice and recommendations concerning Pension and Investment planning. This includes both personal and employer type arrangements which can involve inheritance tax planning. Having provided financial advice to clients for many years, I believe the most important part of our service is listening and delivering a straightforward explanation about how we might help.

*Will writing is not part of the Openwork offering and is offered in our own right. Openwork Limited accept no responsibility for this aspect of our business.

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