Independent Financial Adviser, Mortgage Broker, Thornbury, South Gloucestershire, Pensions, Investments, Tax Planning, Morgan Stone Independent Limited

Morgan Stone 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. We pride ourselves on offering a friendly, professional service to individual and corporate clients both locally and further afield.

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 consultants covering the local area and Bristol, Bath and Wiltshire.

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 Advisor, has ten years experience in the industry, having previously worked for Prudential Private Financial Planning Services as an Executive Consultant before setting up Morgan Stone 0in 1998. Sarah holds AFPC and 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 Advisor, has worked in the financial services industry for 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.

John Grant, Advisor, has 15 years experience as a Financial Advisor covering West Wiltshire, Bath and the South West. John has particular expertise in Investment and Inheritance Tax advice.

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 and membership of Personal Finance Society and heads up our administration team.

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.