“Either you run the day, or the day runs you.”
Morgan has 15 years industry experience, starting as a Personal Banker with Barclays and becoming expert in the more niche areas of finance. Morgan has assisted individuals in managing their portfolios, ranging from 4-5 properties and up to and exceeding 90+. She has experience helping within different set-ups including trusts, beneficial interest, complex tax planning, as well as limited company and HMO mortgages.
Outside of work, Morgan loves spending time with her family and dogs. Once she’s settled them all down for the evening, she also enjoys a nice glass of rosé.