Harry's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 5 )
Pensions ( 77 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 46 )
Investments and Savings ( 80 )
Pension Transfers - Non Specialist ( 22 )
Inheritance Planning ( 56 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 30 )
Financial Mentoring ( 10 )
Financial Coaching ( 7 )
( 1 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 11 )
£100k - £200k ( 10 )
Up to £50k ( 2 )
£50k - 100k ( 4 )
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 West Sussex
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement Planning
How has Harry Morgan helped you?
Reviewed our finances, produced a thorough report and gave clear advice for retirement planning
Have you seen the outcome you were hoping for?
Possibly
What could they have done better?
N/A
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Harry
Very helpful and knowledgeable.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Harry
Very knowledgeable and easy to talk to, helpful suggestions on what to do with funds in a DC pension.
Review
by a verified client in East Sussex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on the best options for impending returement.
How has Harry Morgan helped you?
After discussions about our specific circumstances, Harry made recommendations for the best combination of options for annuities and other sources of income.
Have you seen the outcome you were hoping for?
Yes, definitely.
What could they have done better?
n/a
Review
by a verified client in West Sussex
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement in the next 5/10 years
How has Harry Morgan helped you?
Show us where we stand with regards to our pensions
Have you seen the outcome you were hoping for?
Not yet - only started the process 6 months ago
What could they have done better?
N/A
Harry:
Hi Sam, Thanks for the great review, It's still early doors and I look forward to turning that 4* into a 5* over the coming years! regards Harry