Mark Morgan
Senior Financial Planner

Mark Morgan – Senior Financial Planner

An experienced Financial Planner with over 20 years experience. Looking after clients across the UK.



I joined LIFT in January 2014 after spending my early career at one of the UK’s largest banks. Most of my experience has been with high net worth clients, particularly those at or near retirement. I currently look after a range of clients including City professionals in both Edinburgh and London, Directors of SMEs, retired couples and a large number of airline pilots. I am passionate about building a long and sustainable relationship with my clients. Many have been with me for over 15 years and I've now started to advise their children. 

Contact details:
M: 0207 283 3210


Spare time?
Golf, skiing and cooking
Karaoke song?
American Pie
What gives you a LIFT?
My two little girls

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