“I particularly enjoy dealing with intergenerational planning and helping families protect and pass down their wealth. It’s about maintaining trusted relationships.”
- Locations
- Belfast
Morgan is head of Belfast’s Financial Planning team, advising predominantly high-net-worth clients but also helping charities and small- and medium-sized businesses.
With an extensive knowledge of tax planning, including all the issues around inheritance tax, he specialises in growing and protecting family wealth. This valuable expertise means he is well placed to help clients who are trying to build their wealth and plan for a secure and enjoyable retirement.
Morgan has 25 years’ experience as a Financial Adviser and joined RBC Brewin Dolphin’s Belfast office in 2018. A Chartered Financial Planner, a Fellow of the Chartered Insurance Institute and an associate member of the Society of Later Life Advisers, he also mentors students in Northern Ireland who want to pursue a career in financial services.