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

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.

*Will writing is not part of the Openwork offering and is offered in our own right. Openwork Limited accept no responsibility for this aspect of our business.