Dave Morgan

Practice Principal – Financial Adviser
I joined the financial services industry in 1983. I pride myself in ensuring my clients are protected properly should they become seriously ill or die prematurely. I believe personal recommendations are the life blood of my business & is the way I obtain new clients.

Phone: 01248 800400
Email: dave@morgansfms.co.uk

Garry

Garry Ingram

Financial Adviser
I joined Morgan’s Financial & Mortgage Services in March 2015 as an administrator and have progressed within the practice to become a fully qualified Mortgage & Protection advisor.

In my spare time I enjoy spending time with my little girl Ava and a proud supporter of Oldham Athletic.

Phone: 01248 800400
Mobile: 07493 293829
Email: gary@morgansfms.co.uk

Andy Littlefield

Will & Trust Specialist
Andy is legally qualified and has a certificate in Advanced Will Writing with the Society of Trust and Estate Practitioners. He has over 30 years’ experience in non-contentious legal work including Wills, Powers of Attorney and Probate. He will go to see clients in their homes and guarantees sending them a draft Will within 7 days of seeing them.

Martyn G Whittaker DipPFS

Financial Adviser
I specialise in providing advice and recommendations concerning Pension and Investment planning. This includes both personal and employer type arrangements which can involve inheritance tax planning. Having provided financial advice to clients for many years, I believe the most important part of our service is listening and delivering a straightforward explanation about how we might help.