Paul Morgan and Associates Wealth Management LTD

: 22 Old Coach Road, Playing Place, Truro, Cornwall, TR3 6ER

: FCA Number: 820063

Website Image of Paul Morgan and Associates Wealth Management LTD

Paul Morgan and Associates Wealth Management Ltd, a Cornwall-based firm, provides financial planning and tailored advice within the realm of life insurance as well as investments. Situated on Old Coach Road, Playing Place, their FCA registration number 820063 assures regulatory adherence and trustworthiness. Serving clients around Truro and the broader region, the firm specialises in pensions retirement advice and final salary pension transfers. An approachable team of experienced experts prides themselves on understanding each client's individual goals and needs, making them an ideal partner for both first-time investors and seasoned professionals seeking sound financial planning. Turn to Paul Morgan and Associates for a secure tomorrow.

Their team includes 2 financial advisers. Check FCA registration here.

Paul Morgan and Associates Wealth Management LTD 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 Paul Morgan and Associates Wealth Management LTD from the Motorway

Head towards the northwest.
Merge onto A30.
Take a left turn onto the ramp leading to A39.
Upon reaching Carland Cross, take the second exit onto A39.
At the subsequent roundabout, proceed by taking the first exit onto Newquay Road/A39.
Subsequently, make a right turn onto Tregolls Road/A39/A390.
Upon arriving at Trafalgar Roundabout, take the third exit onto Morlaix Avenue/A39.
At the next roundabout, take the second exit and continue on Morlaix Avenue/A39.
In the following roundabout, take the first exit onto Arch Hill/A39. Continue to follow A39.
Turn left towards Old Coach Road.
Lastly, turn right onto Old Coach Road. Your destination will be located on the left side.

List of advisers under Paul Morgan and Associates Wealth Management LTD:

Paul Morgan and Associates Wealth Management LTD 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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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

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