Simon Morgan
Mortgage Consultant

Simon Morgan – Mortgage Consultant

A CEMAP qualified consultant who joined LIFT-Financial in June 2016.


After seven years in the Royal Engineers, I joined the financial sector working for a large global bank managing client relationships. I was then headhunted by Coutts Private Bank to look after clients in the professional sector, dealing with day to day banking needs of high-net-worth individuals. I joined LIFT-Mortgages in June 2016 to escape the shackles of tied advising. I enjoy using my wealth of knowledge to support clients with complex lending requirements and I am always surprised how much clients can save by shopping around. 

Initial meetings are held at our expense. Please find a link to my diary below if you wish to arrange a meeting:

Contact details:
M: 07702373666


Spare time?
I am now a retired rugby player but I still play a big role in my local rugby club, helping to coach the junior section. To keep fit I like to run and take part in the odd triathlon.
Favourite city?
Hong Kong
What gives you a LIFT?
My son Ollie
Karoake song?
Paradise By The Dashboard Light

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