Dan Morgan Financial Associates - Great Yarmouth

Dan Morgan Financial Associates, located at Address: 1A Lynn Grove, Gorleston-on-Sea, Great Yarmouth NR31 8AW, United Kingdom, is a financial planning firm that offers expert advice to help clients achieve their financial goals. With a Phone: 7799118877 and a user-friendly website at Website: partnership.sjp.co.uk, this company is dedicated to providing the highest level of service to its clients.

As a Financial planner, Dan Morgan Financial Associates offers a wide range of services to help clients manage their finances. From retirement planning and investment advice to tax planning and estate management, this company has the expertise and experience to help clients make informed decisions about their financial future.

One of the unique features of Dan Morgan Financial Associates is the personalized attention that each client receives. The company takes the time to understand each client's individual needs and goals, and then develops a customized plan to help them achieve those objectives.

The company's location at 1A Lynn Grove, Gorleston-on-Sea, Great Yarmouth NR31 8AW, United Kingdom is easily accessible by public transportation, and there is also a Restroom available on-site for the convenience of clients.

Dan Morgan Financial Associates has received excellent reviews from its clients, with a Average opinion: 5/5 based on 12 reviews on Google My Business. These reviews highlight the company's expertise, professionalism, and dedication to providing exceptional service to its clients.

If you are looking for a financial planner that you can trust to help you manage your finances and achieve your financial goals, Dan Morgan Financial Associates is an excellent choice. With its personalized approach, wide range of services, and exceptional reputation, this company is dedicated to helping its clients succeed.

Reviews of Dan Morgan Financial Associates

Rod Bryenton

5/5

Since shifting my financials to DAN and St. James' Place, several years ago, I have been increasingly confident with the agreement. Dan always makes me feel I am his only client and always takes time to engage personally. He always makes sure I fully understand what is being done in my name and I have become confident and comfortable with the situation. Dan has always dealt with my queries promptly.
I would not hesitate to recommend him to future clients.

Lewis Linnett

5/5

The most re-assuring aspect of Dan's business engagements is that he is most interested in seeking out and offering what is most advantageous for me, as a client.
Consequently, he does not pressure me with a big sales pitch to confuse me into buying a product that I do not understand and that may not be in my best interest. An example of which is that he has taken almost a year to keep me informed of products in areas of my interest and flagging up those which meet my investing criteria.

Jurgita Margelyte

5/5

I am extremely grateful for Dan's exceptional expertise as my financial advisor. He went above and beyond in assisting me with consolidating my pensions from various countries, making the process seamless and stress-free. Additionally, his insightful advice on an income protection plan has given me the confidence and security I needed for my future. I highly recommend Dan to anyone seeking top-notch financial guidance.

Jonathan Gillson

5/5

Dan has provided me with expert financial advice. He considered my circumstances, went through the available options, and never pressured me into making a decision. I am very fortunate to have secured his services because he is knowledgeable, honest, and hard working. He provides a personable approach, regularly keeps in contact, and holds face-to-face meetings in the comfort of my own home. I would highly recommend Dan to anyone seeking financial guidance.

David White

5/5

Dan Morgan has been my financial advisor for over 8 years now and I am extremely happy with his professional advice which is presented in a very knowledgeable and friendly manner. I can thoroughly recommend Dan to anybody seeking good quality up to date advice. I consider myself very fortunate to have found Dan as I prefer face to face meetings to discuss personal financial matters and I also prefer these meetings to take place in the comfort of my own home and I believe Dan is very happy to conduct meetings in this way. To my mind this creates a far better feeling of trust and confidence in my advisor, and builds mutual respect. Meeting with Dan is always a pleasure and never a chore.

Alyson Spinks

5/5

Dan has always been most helpful with sorting out our finances.
He has been more than helpful while we have been going through several family issues. Dan is very thorough and sorts out all queries asap. He is very sensitive to how we are feeling at the time of a meeting. We appreciate everything he has done for us.

Clair Abrey

5/5

Dan is just brilliant! I feel so much calmer and relaxed knowing we've got Dan in our corner helping us make financial decisions for our future. From the outset, Dan really listened to what my husband and I wanted, even to the 'off the cuff' comments...he made a note of it all. He's gone above and beyond for us and that's meant a lot. Everyone should have a Dan!

Mary Moore

5/5

We find Dan Morgan to be one of the most knowledgeable,loyal,honest and hard working financial advisors we have ever met.
He has a very personable approach and one that gives us confidence in all the financial expertise he offers