Morgan Stone (IFA's) as a Financial Group have been established in Thornbury since 1998 and having located in the High Street, we are part of the local community and active members of Thornbury Chamber of Commerce. We pride ourselves on offering a friendly, professional service to individual and corporate clients. We are happy to meet clients either at our office, their home or place of work and also deal by telephone, post or e-mail if preferred. Outside office hours meetings are also offered. We have both male and female consultants covering the local area, Bristol, Bath and further afield. We offer initial consultations, free of charge, with no obligation to determine if we can help and how we can work together. Just ring 01454 415757 / 411800

Sarah Neale, Director and Chartered Financial Planner, has been in the industry since 1996, having previously worked for Prudential Private Financial Planning Services as an Executive Consultant before setting up Morgan Stone in 1998. Sarah holds membership of the Personal Finance Society and is qualified to give advice on Taxation and Trusts, Long Term Care, Retirement Solutions, Investments and Protection. Sally Moore,Director and Financial Planner, has worked in the financial services industry for over 35 years, starting her career with NatWest Bank. Sally then went on to help launch Prudential Financial Planning Services in 1992 as one of their Executive Consultants before moving on to set up her own company in 1998. Sally specialises in Investments, Long Term Care, Inheritance Tax and Pensions, although also qualified in Mortgages and Protection. Jenny Ansell, Office Manager, started her career in financial services in 1992 with Acuma Financial Planning starting as a para-planner and progressing to Division Analyst. She then worked as an administrator for Prudential Private Financial Planning before joining Morgan Stone in 1998. Jenny holds the Financial Planning Certificate, Diploma in Financial Planning and heads up our administration team. Anthony Harris, Consultant. After 12 years in the Fleet Air Arm, Anthony moved into Financial Services in 1996 with Pearl Assurance and then Wesleyan Assurance Society. Anthony has been an Independent adviser since 2003. Anthony has a wealth of experience having run his own IFA firm in Devon prior to joining forces with Morgan Stone Independent in 2009. Anthony specialises in Investments, Pensions, Mortgages and Equity Release. Anthony is also Chairman of the Independent Equity Release Adviser Alliance (IERAA). We have a fully qualified and skilled team of investment, pension, protection advisors and mortgage and general insurance consultants, who bring with them a wealth of financial services industry experience.

Morgan Stone Independent Ltd is an appointed representative of Burns-Anderson Ltd, 27 Great George Street, Bristol BS1 5QT which is authorised and regulated by the Financial Services Authority. Burns-Anderson Ltd is entered on the FSA register (www.fsa.gov.uk/register) under reference 126191. The information and content of this website is intended for UK consumers only and is subject to the UK regulatory regime. The FSA do not regulate some forms of mortgages. Morgan Stone Independent Limited | Registered Office: 48 High Street, Thornbury, Bristol. BS35 2AN | Company No. 05281674 | Registered in England.