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Mark Morgan

Senior Financial Consultant at Lift-Financial

Mark Morgan is a Partner at LIFT-Financial Group and a Senior Financial Consultant with over 20 years of experience in financial planning.12 He joined LIFT in January 2014 after spending his early career at one of the UK's largest banks.1 Morgan specializes in working with high net worth clients, particularly those at or near retirement, and his client base includes City professionals in Edinburgh and London, Directors of SMEs, retired couples, and a large number of airline pilots.1

Morgan is passionate about building long-term, sustainable relationships with his clients, many of whom have been with him for over 15 years. He has even started advising the children of some of his long-standing clients.1 His expertise lies in providing comprehensive financial planning services to clients across the UK.12

Prior to his role at LIFT-Financial, Morgan gained valuable experience in the banking sector, which has contributed to his extensive knowledge of financial planning and wealth management.1 He is based in the United Kingdom and has over 500 connections on LinkedIn.2

Highlights

Sep 3 · tmo.com
Mark Morgan - The Michaels Organization
Jan 18 · lift-financial.com
Our Team | LIFT-Financial
Our Team | LIFT-Financial
Nov 11 · spglobal.com
Mark Morgan, Ph.D. - S&P Global

Related Questions

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Mark Morgan
Mark Morgan, photo 1
Mark Morgan, photo 2
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Location

United Kingdom