Mark Morgan
Senior Financial Planner
Clients Say About Mark Morgan
“LIFT was particularly excellent with retirement planning. I like the longevity of relationships with individual Advisers and the periodic updates reinforcing the message that the investment game is a long one.”
An experienced Financial Planner with over 20 years experience. Looking after clients across the UK.
Professional
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:
E: mark.morgan@lift-financial.com
M: 0207 283 3210
Personal
- Spare time?
- Golf, skiing and cooking
- Karaoke song?
- American Pie
- What gives you a LIFT?
- My two little girls
Clients Say About Mark Morgan
“LIFT was particularly excellent with retirement planning. I like the longevity of relationships with individual Advisers and the periodic updates reinforcing the message that the investment game is a long one.”