Harry Morgan

Harry Morgan

Retire by Design Ltd

Minimum savings/pensions: Over £500,000

0330 038 8938
Based in Burgess-Hill
View location

Verified since: January, 2019

4.9 out of 5

163 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 10 January 2026

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

  • 12

    Recent Client Reviews

    Verified reviews: 100%

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

  • Independent Financial Adviser

    Last checked: 15 November 2025

    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)

Have you ever wondered how much money you need to be financially independent? Financially Independence is where you have enough money to do what you want, with who want, when you want for as long as you want, without ever worrying about running out of money. If that sounds good to you, then we should probably have a chat to see if I can help. I’m a Chartered Financial Planner based in Brighton and Mid-Sussex, specialising in helping business owners, particularly those over 45, make sense of their personal finances as they approach major life transitions like retirement or selling their business. Many of my clients come to me successful in business but short on time, feeling unclear about what life after work could look like. My role is to bring clarity, structure and confidence. I will find out what your perfect retirement looks like and then work out how much you will need to achieve it. We will then work together to build a strategy, harnessing your personal and business finances to create your financial independence strategy. If you're happy with the plan we've co-created I will then get to work putting the plan in place, which means sorting the paperwork and dealing with the product providers. Once your plan is put into action I'll be there by your side, offering unlimited access to ongoing advice, annual meetings and 1-2-1 coaching whenever it's needed. If you’re a business owner looking for a financial planner who listens first, asks thoughtful questions, and gives honest, jargon-free advice, I’d love to hear from you. If you would like to check how ready you are for retirement, take my free Retirement Readiness Scorecard at www.retirebydesign.co.uk