Harry Morgan

Harry Morgan

Retire by Design Ltd

Minimum savings/pensions: Over £500,000

0330 038 8938
Based in Burgess-Hill
View location
Top Rated 2025
Verified since: January, 2019
4.9 out of 5

153 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 10 April 2025

    Harry and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 9

    Recent Client Reviews

    Verified reviews: 100%

    Harry has received 9 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 11 November 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Harry has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Harry has provided information on their typical fees

    Harry has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 52

    Positive First Impressions

    98% of users who are not yet clients had a positive first experience with Harry

    98% of VouchedFor users have had a positive (4 or 5 star) first experience with Harry (based on 52 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 10 April 2025

    Harry and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 9

    Recent Client Reviews

    Verified reviews: 100%

    Harry has received 9 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 11 November 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Harry has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Harry has provided information on their typical fees

    Harry has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 52

    Positive First Impressions

    98% of users who are not yet clients had a positive first experience with Harry

    98% of VouchedFor users have had a positive (4 or 5 star) first experience with Harry (based on 52 first impressions)

I'm here to be your trusted guide on the road to retirement. Whether you're just starting to think about it or you're already there, I've got your back every step of the way. Let's cut through the confusion together. Figuring out how much you need for retirement and where to put your money can feel overwhelming. But don't worry, I'm here to simplify things. We'll work together to create a personalised plan that sets you up for success. When retirement rolls around, you'll face a ton of options. But with my expertise, you can rest assured you'll make the right choices. I'll break down all the jargon and help you make decisions that fit your lifestyle and goals like a glove. And the best part? As an independent advisor, I have access to a wide range of financial products, so you can trust that I'll find the perfect fit for you. With my Chartered Financial Advisor credentials, you can be confident you're working with someone who's not just good but great at what they do. Ready to take the first step toward a worry-free retirement? Let's chat!

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Harry's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Mortgage value

Savings

Clients' level of financial expertise

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

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Adviser Disclaimer

Retire by Design is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. Retire by Design Ltd is registered in England and Wales, Companies House registration number 15389165, FCA registration number 1012970. registered address 38 Dunstall Avenue, Burgess Hill, West Sussex, RH15 8PH