Financial Adviser

Dave Morgan

Practice Principal – Financial Adviser

I joined the financial services industry in 1983. I pride myself on ensuring my clients are protected properly should they become seriously ill, injured or die prematurely. I believe personal recommendations are integral to my business and this is the way I obtain new clients.

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

Steph

Administrator

We were very pleased to have Steph join our team in March 2023. She brings with her extensive administrative experience and is eager to broaden her knowledge in the financial industry.

Phone: 01248 800400

Mortgage and Protection Adviser

Mark Rowlands

Mortgage and Protection Adviser

Mark joined the team in 2020 as our Client Relationship Manager. He decided that reaching a special birthday was a good time in his life for a new challenge! He started his studies and has since fully qualified as Mortgage and Protection adviser.

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

*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.