Paul Morgan & Associates Wealth Management Limited | Financial Adviser

I feel that I am at the centre of their advice, and they will always get back to me. They explain complex information a straightforward way. They have always sorted out issues that have occurred with the two support hubs promptly. I would recommend them to others.

Private Client| Retired, Camborne

The guidance and support we have received from Paul Morgan has been second to none. From our very first meeting, it was clear that he genuinely cares about knowing his clients as well as their financial wellbeing. His expertise and personalised approach helped us navigate our financial goals with...

Private client| Truro

It’s probably not too hard to find a wealth manager or IFA in the UK… But to find a team like Paul Morgan & Associates Wealth Management is unusual. Not only do they put you at the centre of your needs, but their experience, both with personal and commercial wealth creation makes them one in ...

Dave Stickland| Exeter, Devon

Always a pleasure to visit the office. I enjoy the caring, friendly and can do attitude that every member of the team exudes, from the lovely receptionist through to Paul himself, they have your best interests at heart. Since I started my SJP journey the world has seen some very difficult times, ...

David Shepherd | Truro, Retired

Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.

They have always got my best interests at heart and provide me with transparent and reliable advice when I need it. As I am a young client, my needs are constantly changing, and Paul and the team are continually facilitative and supportive of this. I would recommend them to anyone looking to expl...

Private Client| Falmouth

I feel that Paul really keeps my interests and priorities at the forefront of advice given which has helped build a trusting relationship over the course of my time of being a Client. I feel very comfortable that every effort will be made to help me achieve my financial goals and objectives. I fe...

Private Client

Paul Morgan & associates wealth management Ltd have provided me with a fantastic service, putting my interests first and understanding my needs. The service and support from all the staff has been superb the whole way through and I would highly recommend them to anyone requiring sound and tru...

Mike Lewis

I feel that I am at the centre of their advice, and they will always get back to me. They explain complex information a straightforward way. They have always sorted out issues that have occurred with the two support hubs promptly. I would recommend them to others.

Private Client| Retired, Camborne

The guidance and support we have received from Paul Morgan has been second to none. From our very first meeting, it was clear that he genuinely cares about knowing his clients as well as their financial wellbeing. His expertise and personalised approach helped us navigate our financial goals with...

Private client| Truro

It’s probably not too hard to find a wealth manager or IFA in the UK… But to find a team like Paul Morgan & Associates Wealth Management is unusual. Not only do they put you at the centre of your needs, but their experience, both with personal and commercial wealth creation makes them one in ...

Dave Stickland| Exeter, Devon

Always a pleasure to visit the office. I enjoy the caring, friendly and can do attitude that every member of the team exudes, from the lovely receptionist through to Paul himself, they have your best interests at heart. Since I started my SJP journey the world has seen some very difficult times, ...

David Shepherd | Truro, Retired

Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.

They have always got my best interests at heart and provide me with transparent and reliable advice when I need it. As I am a young client, my needs are constantly changing, and Paul and the team are continually facilitative and supportive of this. I would recommend them to anyone looking to expl...

Private Client| Falmouth

I feel that Paul really keeps my interests and priorities at the forefront of advice given which has helped build a trusting relationship over the course of my time of being a Client. I feel very comfortable that every effort will be made to help me achieve my financial goals and objectives. I fe...

Private Client

Paul Morgan & associates wealth management Ltd have provided me with a fantastic service, putting my interests first and understanding my needs. The service and support from all the staff has been superb the whole way through and I would highly recommend them to anyone requiring sound and tru...

Mike Lewis

I feel that I am at the centre of their advice, and they will always get back to me. They explain complex information a straightforward way. They have always sorted out issues that have occurred with the two support hubs promptly. I would recommend them to others.

Private Client| Retired, Camborne

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