Overview

About Morgan's Financial & Mortgage Services

We offer advice on a comprehensive range of mortgages and have exclusive products from the likes of NatWest, Halifax and Santander as well as countless other mainstream and niche lenders.

The products we offer advice on include Life Insurance, critical illness insurance, income protection, Landlords insurance, commercial insurance, buildings, contents, accident and sickness insurance.

It’s important to plan ahead for your retirement. Here, we explain why pension planning is so important, and describe some of the options available to you as guidance.

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What clients say

Review Analytics of Morgan's Financial & Mortgage Services

Every review is verified through Goodfirms before it's published.

5.01 Verified Review

Quality5.0

Schedule & Timing5.0

Communication5.0

Overall5.0

Review Summary

Summarized from 1 verified reviews · Updated August 2026

Morgan's Financial & Mortgage Services is noted for providing helpful and reliable financial advice. Clients appreciate Dave and his team for their dependable guidance, which has delivered positive impact during challenging financial situations. The service is characterized by effective support and trustworthy counsel.

✦ AI-generated summary. May not reflect every review.

What reviewers mention most

AnonymousVerified Review

Posted on Aug 22, 2024

“Morgan's Financial & Mortgage Services’ advice is extremely helpful and reliable.”

Overall rating5.0

Quality5.0

Communication5.0

Schedule & Timing5.0

Business Services

I’ve known Dave and his team at Morgan's Financial & Mortgage Services since October 2015. I have consistently recommended Dave to my family, and they’ve always found his advice to be extremely helpful. In 2016, when my mum was diagnosed with cancer, Dave’s guidance led to a successful claim on her critical illness policy. His expertise and support during such a difficult time have been invaluable. I will continue to use and recommend Dave to everyone I know.

Focus

Service Focus of Morgan's Financial & Mortgage Services

How the team's effort is distributed across services.

Industries Focus

Client Focus

Small Business80%

Medium Business20%

Where we are

Locations (1)

Offices where Morgan's Financial & Mortgage Services operates.

Headquarter

United Kingdom

Menai Bridge Anglesey
Gwynedd, Wales LL59 5EE

01248 800400