Harry's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 5 )
Pensions ( 66 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 39 )
Investments and Savings ( 73 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 50 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 22 )
Financial Mentoring ( 6 )
Financial Coaching ( 5 )
( 1 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 10 )
£100k - £200k ( 9 )
Up to £50k ( 2 )
£50k - 100k ( 3 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Wiltshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As we got older and our daughters had grown up wanted help regarding savings and pensions .... and ultimately retirement.
How has Harry Morgan helped you?
Made everything very clear and simple and easy to understand, even if finances are not your thing!
Have you seen the outcome you were hoping for?
Yes, really clear path to retirement and full understanding of the position we are in now and what the future could look like.
What could they have done better?
Nothing really noted - good service theoughout.
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am in the process of getting divorced and needed swift advice as to what to do with my various pension pots
How has Harry Morgan helped you?
Harry has given me well thought out advice, and made me think about all of the different options available to me.
Have you seen the outcome you were hoping for?
Yes, I'm now in a position to make a far more informed choice
What could they have done better?
Nothing - Harry provided exactly what I needed
First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Harry
Everything is made clear and simple to understand. There is a real confidence in everything Harry’s says making it comfortable to proceed with the next steps and actions.
Review
by a verified client in Oxfordshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance
How has Harry Morgan helped you?
Advised on where best to invest and long term planning
Have you seen the outcome you were hoping for?
Too early to comment
What could they have done better?
Unable to think of anything
Harry:
Dear Caroline, Thank you for taking the time to leave a review. I’m pleased to have been able to help you decide what to do with your inheritance and put a plan in place for long-term financial security. Ensuring your finances are well-structured and positioned for the future is key, especially when planning for retirement. I appreciate that it's still early days, but I look forward to working with you over the long term to ensure your investments align with your goals. Best regards, Harry MorganReview
by a verified client in Oxfordshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for professional advice
How has Harry Morgan helped you?
Retirement planning and investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Harry:
Dear Mark, Thank you for your review. I’m really pleased to hear that you’ve found our retirement planning and investment advice valuable and that you’re seeing the outcomes you were hoping for. Ensuring long-term financial security in retirement is a key part of our work together, and I’m glad I’ve been able to support you in this. I’m always happy to help. I look forward to continuing to work with you. Best regards, Harry Morgan