Rhian Morgan

Financial Planner

I enjoy helping clients to achieve their financial goals and live life in the knowledge that they are on the right path financially, and while there may be obstacles along the way, they have a plan in place that can be altered to support them through every turn and decision throughout their lives. I am passionate about the use of financial modelling to present to clients the potential within their wealth, and the ability to achieve their goals, whether that be retiring early or supporting the next generation throughout their lifetime and beyond. I work with a diverse set of clients and circumstances, and I specialise in Estate Planning and the use of Trusts.

While no two clients, or days in the office, are the same, the feeling of knowing a client is leaving with peace of mind remains the best part of my job!

Rhian

Rhian Morgan

Financial Planner

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Top award at New Model Adviser Awards

We are delighted to announce we have won the New Model Adviser Award for Scotland & NI 2019, for the third consecutive year.

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