Bristol · Demo profile
Sarah Morgan
Chartered Financial Planner · Harbourside Financial Planning
IndependentAccepting new clientsFace-to-face
About
Who they work with
Sarah works mainly with business owners and families approaching retirement, with an emphasis on long-term planning and simplifying complex pension decisions.
Specialisms
Areas of advice
Retirement
Business owners
Pensions
Fees
What we know about charges
Adviser verified
Initial adviceFrom £2,500
Ongoing advice0.50%–0.75%, depending on service
Demo data only. Live profiles will identify the source and date each fee was verified.