Dan Morgan Financial Associates

05/11/2025

💷📈 As Chancellor Rachel Reeves prepares to unveil her second Budget, there’s plenty of speculation about what could be announced. Yet experience shows us that making decisions based on unfounded rumours can often lead to unintended consequences.

As Chancellor Rachel Reeves prepares to unveil her second Budget next month, there’s plenty of speculation about what could be announced. Yet experience shows us that making decisions based on unfounded rumours can often lead to unintended consequences.

01/08/2025

🏆 VouchedFor Top Rated Financial Adviser 3️⃣ Years In A Row

13/07/2025

🍰 Dinner with Clients - it was good to hear about the Business Owners plans and to get to know more about their business.

😊 Dinner with my clients is a thank you from me and it was always going part of what I want I do.

🫶🏻I find people are more relaxed, they ask more questions and it helps build on the client/adviser relationship.

💷 Financial Advice is about Trust and them having Confidence in how we look after their money.

20/06/2025

📊 Financial Health Report 2025 completed by Opinium who surveyed 6,000 UK adults nationwide. Quotas and post-weightings were applied to the sample to make the dataset representative of the UK adults nationwide population.

23/05/2025

Retirement 👴🏻👵🏻 - 77% of people Do Not Know How Much They Need In Retirement 😲

Retirement isn’t just a financial transition; it’s a deeply emotional one.

People face complex choices about money, longevity, death, and legacy — often for the first time.

Financial decision-making at retirement is, for most people, far more emotional and far more complex than any other point of their lives.

14/04/2025

I thought I would start taking Electrolytes as I find I suffer from energy crashes. I’m also hope it helps with reducing my muscle fatigue as I’m training for a competition.

At 45 years old you have to look after your body a little bit more 👨🏻‍🦳🏃🏻💪🏻

04/04/2025

1️⃣ Recently announced changes to Inheritance Tax, Capital Gains Tax rates and National Insurance for employers may affect your tax liability – and planning.
2️⃣ A financial adviser can help you take action to tax-proof your finances over the coming months.
3️⃣ Knowing what you can do about them is key.

2024 saw the new Labour government announce a raft of changes to many key taxes, including rises in Capital Gains Tax and Employer NI contributions – and sweeping changes to Inheritance Tax regulations.

10/12/2024

🏆 We’re proud to announce that we have been voted Best Financial Adviser and also received commendation for Best Investment ISA at the Personal Finance Awards.