Simon Morgan
Mortgage Consultant
Clients Say About Simon Morgan
“LIFT helped with our mortgage. Simon was kind, responsive and proactive. Definitely was a key part of getting our home purchase done. Would recommend.”
A CEMAP qualified consultant who joined LIFT-Financial in June 2016.
Professional
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:
https://calendly.com/simon-morgan-2/mortgages-121-meeting
Contact details:
E: simon.morgan@lift-mortgages.com
M: 07702373666
Personal
- 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
Clients Say About Simon Morgan
“LIFT helped with our mortgage. Simon was kind, responsive and proactive. Definitely was a key part of getting our home purchase done. Would recommend.”