Proud of our past

Excited for our future

With over 30 years of success, Morgan Williams & Co has stood the test of time. We have worked with many of our clients across the decades and continue to work with them today. Through booms and recessions our client centric values and dependable, repeatable, investment processes have continued to help people reach their objectives. However, we are never complacent, we keep stretching ourselves to think differently and do better and are excited to take on the challenges of the next 30 years and beyond.

James Evans (Chartered Financial Planner)

MSc BA (Hons) APFS CMGr MCMI

Alice Baker (Financial Adviser)

BA (Hons) DipPFS

Daniel Williams (Financial Adviser)

BSc (Hons) DipPFS

Liam Turnbull (Investment Analyst)

LLB (Hons)

Adele Williams (Administrator)

BA (Hons)

Joseph Johnson (Administrator)

Cert CII (FS)

Independence:

We are Independent Financial Advisers. This means that we will carry out a full and unbiased assessment of the full market and recommend the product or combination of products which best suit your needs.

Adviser Impartiality

We don’t have any ‘self-employed’ advisers working under our umbrella and none of our staff are remunerated for hitting sales targets. They receive no remuneration for recommending one investment over any another. We believe they are at their best when they are focusing on you and nothing else.

Teamwork

As we don’t set individual sales targets, our staff work together to ensure you get the best results. Naturally our advisers have different areas of expertise and by ensuring that there is no internal competition you can be confident that you end up with the best adviser for you, not just the first one you spoke to.

Training

We want all of our staff to be the best at what they do. We invest thousands of pounds every year to ensure that they are at the cutting edge. This isn’t just our advisers, we encourage training for our staff at all levels, this ensures that no matter who you speak to you can be confident you are in safe hands.

Disaster Recovery

We always aim for the best but plan for the worst. That’s why we can guarantee that even if our office burned to the ground we would be fully back up and running within two business days. Indeed, most services would be running within a couple of hours.

Long Term Relationships

Death is by far the most common reason for a client to leave our firm. Fundamentally this is because we produce the results that the clients want over the long term and they continue to have faith in us that we will deliver those results in the future.

Enough about us.

Lets talk about you..