A personal approach to financial planning

We offer tailored experience through a wide range of financial advice services individual clients, families, sports players and business across the UK.

Mortgage Advice

At Morgan Peterson, we provide impartial advice on every type of mortgage for every type of client, including first-time buyers, existing home owners looking to remortgage, buy-to-let investors, and customers with adverse credit. With extensive knowledge of the complex mortgage market, and established relationships with all leading UK mortgage lenders, we have access to the whole market and are able to source and secure the most competitive mortgage deals for even the most complicated and delicate of client circumstances.
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Your home maybe repossessed if you do not keep up repayments on your mortgage. The Financial Conduct Authority does not regulate Buy-To-Let mortgages.

Protection Insurance

There are a number of different products which are designed to protect you, your family or business if anything was to happen to you. However with such a vast choice of products you need to ensure you get the right one as they dont all cover you for what you might think. The products we recommend will depend on your circumstances and may not always be the cheapest option but we will ensure it covers you for what you need.
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Protection plans typically have no cash in value

Retirement Planning

Wherever you sit in your retirement journey – from starting a pension, to saving more into your pension, or you need help understanding your retirement options – we’re here to support you. Retirement planning is all about working out how much to save now, so you can live how you want later. Words like ‘pension annuity’ and ‘drawdown’ can seem bewildering, but we’re committed to making it as easy as possible.
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A pension is a long-term investment not normally accessible until 55 (57 from April 2028). The value of your investment (and any income from them) can go down as well as up which would have an impact on the level of pension benefits available

Investments & Savings

Whether you’re investing for the medium or long term, the option you choose is likely to be influenced by your attitude to risk and investment needs. There are many ways that you can save or invest, and while we all want our money to grow, it’s important to think about the level of risk you might be willing to take with your hard-earned cash. It’s about achieving a good balance.
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The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested
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Years of experience
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loyal clients
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Get in touch


Get in touch with the team at Morgan Peterson via the form, call us on 02920351517, or email us at
admin@morganpeterson.co.uk

Morgan Peterson
The Maltings,
Cardiff,
CF24 5EA.