Jan Wilson
Yvonne Jones
Allie Ross
Annie Thomas
Alan Jones

Life Insurance

Life and Protection Insurance

Life and Protection Insurance can help protect you and your loved-ones from the financial consequences of death, a serious accident, illness, or unemployment.......

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Mortgages

Mortgages

We offer a comprehensive range of mortgages, including some that are exclusive to Openwork.......



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Testimonials

Testimonials

Client feedback is very important to us at Morgan's Financial and Mortgage Services and we are always glad to hear back from our clients.......

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Morgan’s Financial & Mortgage Services have been established & trading in North Wales since 1983. We pride ourselves on giving continued Financial Planning Advice.

Quote from practice principal David Morgan “Since starting in business I have been instrumental in clients receiving substantial payouts on critical illness and death claims”.

As protection specialists we recommend that you protect all your personal & business assets properly ie Life Insurance, Critical illness and Income protection for individuals.

Partnership Protection. Key Man, Share Purchase & loan protection for directors of Ltd companies in the most tax efficient manner.

Note Tax relief can now be obtained for life insurance effected by an employer on the life of an employee under sections 393B(4)(b)and (c) of the income tax(earnings and pensions) Act 2003.

We are able to introduce you to other specialists within openwork to provide advice on Investments, Inheritance tax and Pensions.

Commercial Finance is not regulated by the Financial Conduct Authority

Please dont think you can`t get life insurance, due to a pre existing condition or family history of heart attack, cancer etc.

Your home may be repossessed if you do not keep up repayments on your mortgage.