Dan Morgan Financial Associates - Great Yarmouth

Dan Morgan Financial Associates

Una empresa financiera especializada en planificación financiera con una amplia experiencia en asesoramiento y gestión de finanzas.

Dirección y Contacto

Address: 1A Lynn Grove, Gorleston-on-Sea, Great Yarmouth NR31 8AW, United Kingdom.

Phone: 7799118877.

Website: danmorganfinancialassociates.co.uk.

Especialidades

Financial planner: Dan Morgan Financial Associates ofrece servicios de planificación financiera personalizados para ayudar a sus clientes a alcanzar sus objetivos financieros.

Otras características

Opiniones

Dan Morgan Financial Associates tiene 17 reseñas en Google My Business.

La media de opinión es 5/5, lo que indica una alta satisfacción de los clientes.

Los clientes elogian a Dan y su equipo por su profesionalismo, amabilidad y habilidades en planificación financiera.

👍 Reviews of Dan Morgan Financial Associates

Catherine L.

5/5

Dan is a very polite and respectful gentleman. He listens carefully to our concerns and is open about options available to us.
We would highly recommend his services.

Rod B.

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 L.

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.

David W.

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.

Jurgita M.

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.

Clair A.

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!

Jonathan G.

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.

Alyson S.

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.