Paul Morgan & Associates Wealth Management
Paul Morgan & Associates Wealth Management is a trusted partner practice specializing in bespoke personal and corporate financial advice, offering services in investment planning, retirement and pension planning, tax mitigation, and trust planning. Founded in 2018 and based in Truro, UK, our firm is dedicated to building long-lasting, professional relationships with our clients.
Who we are
Paul Morgan & Associates Wealth Management was established in 2018 with a clear focus on delivering quality financial advice to individuals and businesses. Based in Truro, UK, our firm combines expertise with personalized service to help clients achieve financial clarity. Our roots are built on trust and a commitment to providing tailored financial solutions that meet each client's unique needs.
Our team
Our team may be small, with around 6 dedicated professionals, but we place a high value on expertise and personal connection. Every team member is well-versed in areas such as investment management, retirement planning, tax mitigation, and trust planning. Working closely together, we ensure that our clients receive clear and actionable guidance. By maintaining a client-first approach, we empower our clients to navigate complex financial landscapes with confidence.
Our values and mission
Our mission is simple: to provide clear, transparent, and personalized financial advice that enables our clients to secure their financial future. We operate by key values which include integrity, transparency, innovation, and a genuine commitment to client success. We believe that financial planning is not just about numbers, but about building lasting relationships and understanding the unique challenges and goals of every client.
Employee benefits
At Paul Morgan & Associates Wealth Management, we understand that our strength lies in our people. We offer a range of benefits designed to support work-life balance and professional growth:
- Reduced working hours with a 36-hour workweek to enhance flexibility and balance
- A clear onsite work setup with structured, predictable scheduling
- Comprehensive healthcare coverage to ensure the well-being of our employees
- A competitive pension scheme to secure your future
- Paid parental leave and life and disability insurance for additional security
- Ongoing professional development opportunities and performance bonuses
- Mental health support to help maintain a positive work-life environment
We are committed to creating a workplace where every team member is valued and supported. Our focused approach not only benefits our clients but also ensures that our staff can grow, thrive, and contribute meaningfully to our shared success.
