Our Service to You
Residential and Commercial Mortgages
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Why Choose Us?
As part of Openwork & Morgan’s Financial & Mortgage Services ongoing service to our clients, client feedback on the service provided is important, therefore follow up calls are made by random, here is some of the feedback received from our clients:
I would just like to thank you all for the continuing help and support that I have received from you over many years of your service. You have been attentive to my personal needs and requirements through good times and bad. It is very much appreciated and will continue to be so.
Always a very personal, professional, sensitive and caring service. Thank you
Dave Morgan and team, fantastic service, took me through the process for a 'successful' mortgage; something I had struggled with. Sion was fantastic kept in touch, anything I needed, they responded straight away; can’t thank you all enough. And comforting to know now that I have secured my future, Dave guided me through all aspects of services and insurances that were on offer to ensure I got the right one for me, would recommended Morgan's financial services every time.
Many thanks for everything you have done.
Dear David and Sion
I would like to thank you for your advice, guidance and support in seeking financial assistance at a very difficult time. The whole service from beginning to end was stress free and the communication was clear, effective and focused on my needs. Your understanding and experience of financial products is vast and very skilled which made the whole process painless.
Again I would like to thank you for everything and I would have no hesitation in recommending you to friends and family or using your company again.
I always thought that a Financial Adviser was a “What's in it for me” sort of a profession, how wrong can I be; after say an hour with Mr David Morgan ALL my financial arrangements were scrutinized with impeccable professionalism.
We shall definitely use his services again. My advice to any one is to use their expertise (including his legal awareness) to your advantage.
Morgan's Financial & Insurance Services has acted on my behalf for over 20 years, mostly in the field of insurance brokerage; consistently providing a friendly and efficient service.
Following a period of ill-health, we were prompted by Dave Morgan to claim against our insurance policies, something we were initially, reluctant to do. However, upon his insistence we did this and, as a result, we received a significant amount from the company concerned.
We are both very grateful to Dave for his advice and prompting and cannot thank him enough for his experience and diligence.
Our family have been clients of David Morgan since 1984 and have always felt secure in the knowledge that our interests were safe. Over the years various changes have been made in order to ensure the best outcomes for our investments and we continue to rely on David for advice.With the many changes taking place in the financial sector it is important to have someone who constantly monitors the situation and someone you can trust. David is that person for us.
I've been using Morgan's Financial Services now for around five years to deal with all insurances against lending and business mortgages, not only have I found the service that they themselves provide to be efficient and effective, but also the team is very approachable, and being part of a trusted network means that they're recommendations for other services are also just as good. I for one would highly recommend.
I have had lots of health issues in the past and had tried to get life cover with critical illness but had no luck, the premiums were too expensive and the cover was not great. Dave has a rather different approach to "difficult clients" than other companies I have tried. His ethos is until we try we will never know, so he tried and he was able to obtain me and my family appropriate cover and at a premium we could afford.
I would recommend Dave and the Morgan’s Financial Services team to any of my friends and family with full confidence that they would receive the best advice and care. Thanks Dave.
David Morgan had an instant and instinctive grasp of my needs in this area. He was able to home in on my requirements and adopted a balanced and perceptive view of what suited me. He was also able to translate his advice into plain English – a gift for any professional. On top of this he was able to introduce me to other professionals for financial services in areas he didn’t offer himself. I would recommend him as a solid business minded advisor with a good personal touch.
Jeff & I where introduced to Dave Morgan from a friend some thirteen years ago, since then he has given what can only be described as exemplary advice & service in relation to all financial matters, as a result of this we have introduced him to many family members & friends. What more can we say.
My name is Paul Roberts I have been self-employed for over 26 years Dave Morgan has been my financial adviser since 1993 when he helped me with the mortgage and my insurance needs. In 1998 I lost my first wife with cancer, fortunately I had everything in place to cover me in those dreadful circumstances, its so important to get covered properly, you never think it could happen to you but sometimes it does. If it was not for the good advise from Dave Morgan things would be a whole lot different and not for the better.
Dave have been giving me financial advice for the best part of 28 years, as you can imagine during that time there have been many life changes. The main one being in early 2008 when I suffered a heart attack, yes you guessed it he was there for me then.
I can always rely on Dave and the team for a professional and friendly service. Dave has been my financial advisor for more than twenty years, and when I needed a mortgage recently, he and the team went above and beyond get me the best possible option.
Always ready to help and to answer any questions, Dave and Charlie took care of everything, and made the whole process smooth and straightforward. I can't recommend Morgan's highly enough.
I have known David Morgan , for a number of years, during that time he has been instrumental in helping advise me on my Life Insurance I have found him very professional, personable & above all very knowledgeable. He does exactly what he says he`s going to do which I find very reassuring especially in these times of uncertainty.
I have recommended his services to a number of my clients & will continue to do so.
I am happy for this testimonial to be put on the website
I recently had various insurance policies set up by Dave and his team at Morgans Financial Services and couldn't be happier with the excellent service and advise I received throughout the process, nothing was too much trouble and everything clearly explained so I knew I was having the correct products to meet mine and my families requirements. I will definitely be using them again in the near future.