Meet Harry

Harry Morgan

Director and Financial Planner

Professionally

I’m a Chartered financial planner with more than 24 years’ experience in financial services.

I specialise in retirement planning and cashflow forecasting, particularly for business owners and entrepreneurs, creative individuals, and people at the point of retirement.

The proudest moment of my career has been starting my own business.

What I love most about my job is the fact that I get to meet and help interesting people and that there are always opportunities to learn and develop.

Personally

I’m married to Marie, a teacher. Together, we have two kids, Samuel (aged ten) and Millie (aged seven).

I enjoy being with my family, so much of my spare time is taken up enjoying their company. When I can, I enjoy socialising, getting out on my bike, learning to play golf, and trying to keep fit. I also love a good book and bingeing on box sets.

Spotlight on Harry

On an ideal weekend, you can find me:

At the park with my kids.

My favourite holiday destination is:

New York.

My favourite song to play in the car is:

‘Empire State of Mind’ by Jay-Z and Alicia Keys.

The first album I bought was:

… I can’t actually remember!

If I could be any fictional character, I would be:

The Dude, from The Big Lebowski.

When the dessert menu arrives, I’m looking for:

An ice cream sundae.

The three qualities that draw me to new people are:

A sense of humour, curiosity, and being well-travelled.

My pet peeve is:

Food delivery drivers parking in disabled bays.

The best gift I’ve ever received is:

A trip to New York.

The three people at my dream dinner party would be:

Stewart Lee, Bill Hicks, and Richard Pryor.

The three small things that make my day better are:

Coffee, my children’s laughter, and not rushing.

Three things I haven’t done so far include:

Summit Ben Nevis, go on safari, and learn to scuba dive.

Contact us

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