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Maxine Morgan

Financial Adviser

Diploma in Regulated Financial Planning (DipPFS)
Certificate of Mortgage Advice and Practice (CeMAP)
Certificate in Financial Administration (Pensions)

Joined the practice in 2018

Advice Areas:

  • - Investments and Pensions
  • - Retirement Planning
  • - Inheritance Tax Planning
  • - Insurance and Protection


Maxine made her career in Banking, having joined NatWest Bank on completion of her education, remaining with them in a variety of roles for 10 years.

She moved to work for the Halifax Bank for a further 12 years.

Upon leaving banking, a career switch saw Maxine join a practice of financial advisers in July 2005.

Maxine has accumulated a wealth of valuable experience and knowledge over the years from her financial services background and her studies towards the Diploma in Financial Planning.

Outside of work Maxine enjoys dancing, walking, travelling and spending time with her family.

Contact Details

  • 01952 815 930
  • 01952 815 935
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