Anyone with a family, a business or property should make a Will. Anyone who wants advice about protecting their homes and estates from Inheritance Tax or care/residential home fees should take advice. Anyone in an unmarried relationship who wants to provide for their partner should be aware of the legal position.

Andy Littlefield will provide specialist advice for people who find themselves in these situations in the areas Conwy, Gwynedd, Anglesey & North Wales.

Andy is legally qualified and has a certificate in Advanced Will Writing with the Society of Trust and Estate Practitioners. He has over 30 years’ experience in non-contentious legal work including Wills, Powers of Attorney and Probate. He will go to see clients in their homes and guarantees sending them a draft Will within 7 days of seeing them. He will provide a fixed cost at the beginning of instructions. Above all, his absolute commitment is to provide the best possible service for all his clients at all times.

Will writing, Probate and Powers of Attorney are not part of the Openwork offering and are offered in our own right. Openwork Limited accepts no responsibility for this aspect of our business. Will writing, Probate & Powers of Attorney are not regulated by the Financial Conduct Authority.

Will Writing Services are a referral service, and are not regulated by the Financial Conduct Authority

Why Choose Us?

  • Morgan’s Financial Services is a trusted company that has been trading for 36 years with its practice principal Dave Morgan at the helm.
  • We are a local firm. By being local we believe that this gives you peace of mind that you can call in at any point if you have any queries and discuss it face to face rather than having to deal with a call center.
  • Morgan’s Financial Services is regulated by Openwork. Openwork is one of the largest and longest-established financial advice networks in the UK and ensures that all of our recommendations are the best possible choice for you.

Frequently Asked Questions

A meeting with one of our fully qualified financial advisors will quickly provide you with a better idea of your affordability.
Our fee is £350.00 upon application of a mortgage following your free initial consultation where we will establish your affordability and find the right mortgage to fit you.
Mortgage applications vary case by case, but at Morgan’s Financial Services we will do everything in our power to ensure it is a smooth and swift process.
Ensuring you have adequate protection for your mortgage if the worst was to happen not only gives you peace of mind but also protects those that you would leave behind.
Following a meeting with our financial advisors we will be able to correctly inform you about whether you are eligible for equity release and refer you to the right people that will be able to guide you through the process.

Need more help? Speak to us on 01248 800400

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