Gary Morgan

About Gary

Gary Morgan

Chartered Financial Adviser
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About Gary

Gary has had a successful career in financial services for over 24 years and achieved Chartered status with the Chartered Insurance Institute (CII) during that time, to ensure his clients receive the best possible financial advice.

During his career Gary has worked at Yorkshire Bank and Bank of Scotland Investment Service, he then joined Hargreaves Lansdown in 2013, and built a strong reputation in working in the ‘complex’ financial planning areas of inheritance tax planning, corporate planning and pre/post retirement. He joined the Capstone Financial team to offer his clients access to an award winning range of wealth management services that is recognised as one of the leading propositions in the wealth management industry today.

Gary’s main focus is to spend time with his clients and help them build a robust financial plan that will see them through their lifetime and ensure that their wealth is passed down to future generations.

In his spare time Gary loves spending time with his wife Victoria and two children, Sophie and Harry. He is a Man City fan, and still occasionally plays football himself when his body allows him.