Jason Morgan

: 24 Gelli Wen, Bridgend, Mid Glamorgan, CF31 5AL

: FCA Number: 994410

Based in Bridgend, Mid Glamorgan, Jason Morgan is a reputable financial firm offering expert assistance on life investments, pensions, and retirement advice. They are renowned for their work in final salary pension transfers and comprehensive financial planning. Fully regulated by the Financial Conduct Authority (FCA) with the registration number 994410, they offer reliable, client-focussed services throughout the surrounding counties. Located at 24 Gelli Wen, CF31 5AL, their proximity to major towns makes them easily accessible. Known for their approachable nature, Jason Morgan often caters to a varied client base, including those new to financial planning. Trust in their regulated advice and tailored services for all your financial needs.

Their team includes one financial adviser. Check FCA registration here.

Jason Morgan are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Jason Morgan from the Motorway

Upon proceeding from the M4, take the A429/A350 exit at Junction 17, directed towards Cirencester/Chippenham. Continue on the M4, then take the A473 exit at Junction 35, signposted for Bridgend/Pen-y-bont/Pencoed. Upon reaching the Pencoed Interchange, take the first exit which leads onto A473.
At the forthcoming roundabout, select the first exit and maintain your route on A473. Proceed to the following roundabout and take the third exit onto Waterton Road, also known as A473. At Waterton Cross, opt for the third exit onto Bypass Road or A48.
At two successive roundabouts, take the second exit followed by the third exit onto Careg Llwyd. Execute a right turn onto Greystone, subsequently taking a left onto White Grove. Your destination will be situated on the left side.

List of advisers under Jason Morgan:

Jason Morgan is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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