Dan Morgan Financial Associates - Great Yarmouth

Dan Morgan Financial Associates: A Leading Financial Planning Firm

Dan Morgan Financial Associates, located at 1A Lynn Grove, Gorleston-on-Sea, Great Yarmouth NR31 8AW, United Kingdom, is a renowned financial planning firm that has been serving clients with expertise and dedication. With their phone number 7799118877 and website danmorganfinancialassociates.co.uk, they have made it convenient for clients to reach out and seek their valuable services.

Specialties and Expertise

The firm's main specialty lies in providing comprehensive financial planning services. Their team of experienced professionals works closely with clients to understand their unique financial goals and circumstances, offering tailored solutions to help them achieve their objectives. With their in-depth knowledge and commitment to excellence, Dan Morgan Financial Associates has earned a stellar reputation in the industry.

Other Points of Interest

In addition to their core services, the firm ensures that their clients have a comfortable and welcoming environment during their visits. They have a restroom facility available on-site for the convenience of their clients.

Client Reviews and Testimonials

The success of Dan Morgan Financial Associates can be attributed to their exceptional client services and the trust they have built over the years. The firm has received 12 reviews on Google My Business, with an impressive average rating of 5/5. Many clients have praised the personalized attention they receive from Dan, who makes them feel like their only client. One satisfied client mentioned, "Since shifting my financials to DAN and St. James' Place, several years ago, I have been increasingly confident with the agreement. Dan always makes me feel I am his only client and always takes time to engage personally. He always makes sure I fully understand what is being done in my name and I have become confident and comfortable with the situation." Another client added, "Dan has always dealt with my queries promptly. I would not hesitate to recommend him to future clients." These testimonials underscore the firm's commitment to providing top-notch service and building long-lasting relationships with their clients.

Recommendation

If you are seeking a reliable and experienced financial planning firm, look no further than Dan Morgan Financial Associates. With their extensive knowledge, personalized approach, and exceptional client service, they are well-equipped to help you achieve your financial goals. Don't hesitate to contact them through their website or by phone to schedule a consultation and take the first step towards a secure financial future.

👍 Reviews of Dan Morgan Financial Associates

Rod B.

5/5

Since shifting my financials to DAN and St. James' Place, several years ago, I have been increasingly confident with the agreement. Dan always makes me feel I am his only client and always takes time to engage personally. He always makes sure I fully understand what is being done in my name and I have become confident and comfortable with the situation. Dan has always dealt with my queries promptly.
I would not hesitate to recommend him to future clients.

Lewis L.

5/5

The most re-assuring aspect of Dan's business engagements is that he is most interested in seeking out and offering what is most advantageous for me, as a client.
Consequently, he does not pressure me with a big sales pitch to confuse me into buying a product that I do not understand and that may not be in my best interest. An example of which is that he has taken almost a year to keep me informed of products in areas of my interest and flagging up those which meet my investing criteria.

David W.

5/5

Dan Morgan has been my financial advisor for over 8 years now and I am extremely happy with his professional advice which is presented in a very knowledgeable and friendly manner. I can thoroughly recommend Dan to anybody seeking good quality up to date advice. I consider myself very fortunate to have found Dan as I prefer face to face meetings to discuss personal financial matters and I also prefer these meetings to take place in the comfort of my own home and I believe Dan is very happy to conduct meetings in this way. To my mind this creates a far better feeling of trust and confidence in my advisor, and builds mutual respect. Meeting with Dan is always a pleasure and never a chore.

Jurgita M.

5/5

I am extremely grateful for Dan's exceptional expertise as my financial advisor. He went above and beyond in assisting me with consolidating my pensions from various countries, making the process seamless and stress-free. Additionally, his insightful advice on an income protection plan has given me the confidence and security I needed for my future. I highly recommend Dan to anyone seeking top-notch financial guidance.

Jonathan G.

5/5

Dan has provided me with expert financial advice. He considered my circumstances, went through the available options, and never pressured me into making a decision. I am very fortunate to have secured his services because he is knowledgeable, honest, and hard working. He provides a personable approach, regularly keeps in contact, and holds face-to-face meetings in the comfort of my own home. I would highly recommend Dan to anyone seeking financial guidance.

Alyson S.

5/5

Dan has always been most helpful with sorting out our finances.
He has been more than helpful while we have been going through several family issues. Dan is very thorough and sorts out all queries asap. He is very sensitive to how we are feeling at the time of a meeting. We appreciate everything he has done for us.

Clair A.

5/5

Dan is just brilliant! I feel so much calmer and relaxed knowing we've got Dan in our corner helping us make financial decisions for our future. From the outset, Dan really listened to what my husband and I wanted, even to the 'off the cuff' comments...he made a note of it all. He's gone above and beyond for us and that's meant a lot. Everyone should have a Dan!

Mary M.

5/5

We find Dan Morgan to be one of the most knowledgeable,loyal,honest and hard working financial advisors we have ever met.
He has a very personable approach and one that gives us confidence in all the financial expertise he offers