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John Morgan

Senior Private Client Advisor

Previous Experience

With over 22 years’ experience within the UK and International Financial Services Sector.  

A career starting with 10 years at J P Morgan.  Trading Futures & Options across all worldwide exchanges including UK, US, Australia, Japan, Hong Kong, Germany and France.  The past 12 years have been advising Private Offshore Clients. Specialising in UK Pension transfers into both, Offshore solutions, Qualifying Recognised Overseas Pension Schemes (QROPS), and UK based Self Invested Personal Pensions (SIPP).

Highly Qualified to UK Standards.  A member of the London Institute of Banking and Finance, Qualified to UK RDR Financial Advisor Compliant standards.  SFA Futures and Options Representative and hold both CISI 1 & 2 qualifications.

Qualifications/Accreditations

  • LEVEL 5 DipFA
  • SFA Futures and Options Rep
  • CISI 1 & 2

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