jarrodmorgan

Jarrod Morgan

BA(Hons), Certs CII(MP&ER), APFS

At Jarrod Morgan Financial Planning, we pride ourselves in building supportive, long-term relationships with our clients.

As a result many of our clients have asked us to help other family members, friends or colleagues.

About

Based in the cathedral city of Lichfield, Jarrod Morgan Financial Planning is a family run business providing advice services to clients both within the City, and more widely throughout Staffordshire and the West Midlands. We are committed to helping clients and their families protect themselves, their wealth and their legacies for future generations.

The advice we give has a huge impact on the lives of our clients, their families and loved ones. It is a responsibility taken very seriously. That’s why we aim to listen and understand before applying knowledge, analysis and experience to reach appropriate solutions for specific circumstances. 

Jarrod Morgan holds the Chartered Financial Planner status, a ‘gold standard’ within the profession. This academic achievement combined with over 20 years experience in financial services assures our clients that the planning services are of the highest calibre.

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Retirement Planning
We all want to make sure that we’ve got enough money for a long, comfortable retirement. Having a detailed retirement plan in place will bring peace of mind today, knowing you can enjoy tomorrow.

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 30/11/2022

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.