Paul Morgan
With over 25 years of experience in the financial services industry, Paul is a highly skilled financial adviser specialising in providing bespoke advice tailored to the unique needs of both individuals and corporate clients. He is of the belief that there should be no barrier to having access to financial advice and that everyone’s financial situation is as important as the next- from as little as a £1.00.
His previous experience and expertise in leading large teams and managing complex projects ensures that he adds value to every client interaction.
About
Paul was invited to join the St. James's Place in 2018, in recognition of this wealth of skills and experiences. Throughout his distinguished career, Paul has built a reputation for delivering strategic, results-driven solutions that help clients achieve their financial goals and navigate complex challenges.
Drawing from many years of experience working in a large high street bank, Paul has expertise in a wide range of areas. Whether it is advising individuals on retirement planning, investment strategies, or tax efficiency, or guiding businesses through succession planning, risk management, and employee benefits; Paul offers and believes in personalised, forward-thinking guidance that empowers clients to make confident, informed decisions on their financial futures.
Paul understands that finances can be extremely personal and in a constant state of evolution, which is why he believes that ongoing financial advice is invaluable. Building trusting, lifelong relationships with his clients equips him to provide his excellent quality of service. Understanding the ‘bigger picture’ of clients is something that Paul believes is unique to Paul Morgan & Associates Wealth Management Ltd. It is core to the advice process that St. James's Place looks to achieve in all its outcomes for clients and fits hand in hand with the companies’ objectives.
After moving from London in 2005, Paul appreciates all of the things that Cornwall has to offer, and the wonderful client base that he has built over the years. Outside of the office environment, Paul enjoys spending time with his wife and children, and going outdoors with his two dachshunds. Growing up in London makes him a lifelong Arsenal fan despite the distance.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
