Mark Morgan Location
- United Kingdom
Mark Morgan Work
- 2025 - now Partner @
- 2014 - now Partner @
- 2025 - now Partner @ LIFT-Financial Ltd
- 2014 - now Financial Consultant @ LIFT-Financial Ltd
- now Private Client Manager @ HSBC
Mark Morgan Education
- Cii
- kirkham grammar school
Mark Morgan Skills
- Estate Planning
- Financial Advisory
- Banking
- Pensions
- Bonds
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Investments
- Relationship Management
- Financial Risk
- Mortgage Lending
- Investment Advisory
- Income Protection
- Financial Services
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- High Net Worth Individuals
- Savings
- Investment Strategies
- Wealth
- Private Banking
- Inheritance Tax Planning
- Retail Banking
- Retirement
- Investment Management
Mark Morgan Summary
- Mark Morgan, based in United Kingdom, is currently a Partner at Brooks Financial (Formerly LIFT-Financial Group). Mark Morgan brings experience from previous roles at Brooks Financial (Formerly LIFT-Financial Group), LIFT-Financial Ltd and HSBC. Mark Morgan holds a Cii. With a robust skill set that includes Estate Planning, Financial Advisory, Banking, Pensions, Bonds and more. Mark Morgan has 1 emails on RocketReach.
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