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I would just like to thank you all for the continuing help and support that I have received from you over many years of your service. You have been attentive to my personal needs and requirements through good times and bad. It is very much appreciated and will continue to be so.
Always a very personal, professional, sensitive and caring service. Thank you
The whole process of sorting a mortgage was faultless, and I was kept up to date during the whole process. It was comforting to know that you have a team there with expert knowledge that know the ins and outs, and dealt with everything on my behalf. The application was finalised within three weeks of a submitting.
I have recommended your service to other members of the family, which have taken other products from you. I believe they felt the same way.
I always thought that a Financial Adviser was a “What's in it for me” sort of a profession, how wrong can I be; after say an hour with Mr David Morgan ALL my financial arrangements were scrutinized with impeccable professionalism.
We shall definitely use his services again. My advice to any one is to use their expertise (including his legal awareness) to your advantage.
Morgan's Financial & Insurance Services has acted on my behalf for over 20 years, mostly in the field of insurance brokerage; consistently providing a friendly and efficient service.
Following a period of ill-health, we were prompted by Dave Morgan to claim against our insurance policies, something we were initially, reluctant to do. However, upon his insistence we did this and, as a result, we received a significant amount from the company concerned.
We are both very grateful to Dave for his advice and prompting and cannot thank him enough for his experience and diligence.
I would like to thank you for the superb service that you have provided to me during the last few years.
Having recently been diagnosed with an illness, and being paid out a significant amount of money, it has made me realise how important it was to have the cover in place for such eventuality. Few people are prepared for the expenses that come with being diagnosed with a critical illness, and the reduction or loss of income that may follow.
Not only were you there for me when taking out the cover, but you also helped me throughout the claim process. You also took the time with me to explain all the benefits of having Critical Illness cover, making sure I was aware of the various definitions that are covered on the policies these days.
I am writing to inform you of the excellent service we have received in our financial dealing with David over the last few years.
He was recommended to us by friends who has also received excellent advice. We were made to feel welcomed and relaxed and his style is very professional but friendly. He was very thorough as he looked into our finances and we were very pleased and satisfied with what he advised us to do. We felt that we had had a great deal of very poor financial advice before we met David. He helped us with our endowment mortgage, as, at the end of its term, we would not have been able to repay it as the endowment policies would not cover it.
More importantly, he advised us to take out a Critical Illness Policy which we did and he advised us earlier this year to move the policy to another company as the cover was much better. I was diagnosed with breast cancer at the beginning of the summer and thankfully, the Critical Illness Policy has paid off our mortgage, relieving us of the burden and worry of paying the mortgage if I was off work for a long period of time.
David has kept in touch with us since we first met him and has reviewed our finances regularly and advised us on any concerns we had. I would have no hesitation in recommending his services to anyone. David is the ultimate professional as he gives advice without the ‘hard sell’ and pressure to take out any policy or service that he recommends.
Our family have been clients of David Morgan since 1984 and have always felt secure in the knowledge that our interests were safe. Over the years various changes have been made in order to ensure the best outcomes for our investments and we continue to rely on David for advice.With the many changes taking place in the financial sector it is important to have someone who constantly monitors the situation and someone you can trust. David is that person for us.
I've been using Morgan's Financial Services now for around five years to deal with all insurances against lending and business mortgages, not only have I found the service that they themselves provide to be efficient and effective, but also the team is very approachable, and being part of a trusted network means that they're recommendations for other services are also just as good. I for one would highly recommend.
I have had lots of health issues in the past and had tried to get life cover with critical illness but had no luck, the premiums were too expensive and the cover was not great. Dave has a rather different approach to "difficult clients" than other companies I have tried. His ethos is until we try we will never know, so he tried and he was able to obtain me and my family appropriate cover and at a premium we could afford.
I would recommend Dave and the Morgan’s Financial Services team to any of my friends and family with full confidence that they would receive the best advice and care. Thanks Dave.
David Morgan had an instant and instinctive grasp of my needs in this area. He was able to home in on my requirements and adopted a balanced and perceptive view of what suited me. He was also able to translate his advice into plain English – a gift for any professional. On top of this he was able to introduce me to other professionals for financial services in areas he didn’t offer himself. I would recommend him as a solid business minded advisor with a good personal touch.
Jeff & I where introduced to Dave Morgan from a friend some thirteen years ago, since then he has given what can only be described as exemplary advice & service in relation to all financial matters, as a result of this we have introduced him to many family members & friends. What more can we say.
My name is Paul Roberts I have been self-employed for over 26 years Dave Morgan has been my financial adviser since 1993 when he helped me with the mortgage and my insurance needs. In 1998 I lost my first wife with cancer, fortunately I had everything in place to cover me in those dreadful circumstances, its so important to get covered properly, you never think it could happen to you but sometimes it does. If it was not for the good advise from Dave Morgan things would be a whole lot different and not for the better.
Dave have been giving me financial advice for the best part of 28 years, as you can imagine during that time there have been many life changes. The main one being in early 2008 when I suffered a heart attack, yes you guessed it he was there for me then.
I can always rely on Dave and the team for a professional and friendly service. Dave has been my financial advisor for more than twenty years, and when I needed a mortgage recently, he and the team went above and beyond get me the best possible option.
Always ready to help and to answer any questions, Dave and Charlie took care of everything, and made the whole process smooth and straightforward. I can't recommend Morgan's highly enough.
I have known David Morgan , for a number of years, during that time he has been instrumental in helping advise me on my Life Insurance I have found him very professional, personable & above all very knowledgeable. He does exactly what he says he`s going to do which I find very reassuring especially in these times of uncertainty.
I have recommended his services to a number of my clients & will continue to do so.
I am happy for this testimonial to be put on the website
I recently had various insurance policies set up by Dave and his team at Morgans Financial Services and couldn't be happier with the excellent service and advise I received throughout the process, nothing was too much trouble and everything clearly explained so I knew I was having the correct products to meet mine and my families requirements. I will definitely be using them again in the near future.
Thank you so much for all your help and support and for going above and beyond at times when I needed help!!
You and Dave have helped far more than anyone else, with what we thought was a crazy idea you actually turned possible and helped us believe it was possible when nobody else would even entertain us!
There is a small gift on its way to the office this week for you both.
I was introduced to Dave through work and having had a number of discussions with him, he rightly raised with me the steps that I had taken to ensure that my family would be looked after in the event of something happening to me. At a time convenient to me (and my wife), Dave travelled from his home in Anglesey to my office in Leicester where we sat, for a number of hours, going through various requirements, what I (and my wife) were looking for, the options available to us etc. his fact finding was very much “on point” as this enabled him to extrapolate the salient information he needed so that he could provide us with the best options going forwards. Thanks to this, my wife and I subsequently settled on critical illness and life insurance. A few months ago, my wife was diagnosed with a serious illness that has required substantive (and ongoing) treatment which has meant that she is unable to work for 14 months. Thankfully, because of the policy recommended by Dave, the Critical Illness cover ‘kicked in’ and we received a pay-out that has enabled us to pay off our mortgage. This means that my wife can simply concentrate on getting well again and not worrying about the usual bills.
If it hadn’t been for Dave’s recommendation, we probably wouldn’t have had this policy (and the benefit thereof) which would have just added further and more stress to what is already a very stressful time. Dave is very thorough in his approach, very affable and importantly, knows his stuff which enables him to offer the best advice to his clients. I have no hesitation in recommending and/or endorsing Dave.