Who are Gosbee Morgan?
Gosbee Morgan Financial Practice Ltd is an Independent Financial Practice with over 30 years combined experience in financial services from its director and staff. We consider ourselves as a modern forward thinking practice, using state of the art technology we are driven to solving individuals and business financial needs.
Clients should insist on having independent advice especially with the business and financial world’s ever-changing markets and with the new regulation coming into the industry from January 2013. From this date only qualified independent advisers will be able to totally deliver and advise on all existing policies and arrange new plans. The firm is already qualified for that eventuality which will ensure a smooth transition into the new structure.
Our expertise allows us to inform our clients and encourage them to take as much control of their own investment and pension portfolios as they may wish to.
The importance of developing a unique tailor made portfolio across the full range of asset classes has never been more important. All professional advisers would agree that a properly designed and constructed Investment Portfolio should comprise of all the major investment classes; Pension, Property, Stocks and Shares and Cash Based Funds bearing interest and this should be reviewed on a regular basis.
We understand that every client’s needs and aspirations are different and unique.
Gosbee Morgan are appointed representatives of MT Polo Ltd. This change in 2010 has brought an added dimension to our services and now with the help of our sister companies Victoria Place Financial Solutions Ltd based in Haverfordwest and Be Independent Ltd in Newport we are able to cover the whole M4 corridor and beyond to the Irish sea.
Our aim is to give you the most comprehensive ongoing financial review in the market.
Make it your aim to utilise this service. All initial consultation are free whether at home, work or at one of our offices in either English or Welsh.
We offer advice in all of financial matters be it big or small to arrange a meeting to discuss your requirements.
Gosbee Morgan is a trading style of Gosbee Morgan Financial Practice Ltd.
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