Financial planner says people still need face-to-face advice

With many organisations choosing to no longer offer financial advice, chartered financial planner Paul Morgan has opened an office in Warwick to offer a service to individuals and small business owners, who are looking for quality financial planning.


Paul said: “In the context of greater financial uncertainty, low interest rates and rising taxation, people still feel they need face-to face advice about financial planning matters such as seeking income and long term investing – as well as protecting their families or businesses.

“Yet people are being left in the dark as expert guidance is less available than it was.

“This was a driving force behind me looking to have a base in the centre of Warwick - providing good accessibility for clients in the town as well as surrounding areas.”

Paul’s business, PRM Wealth Management Ltd, is based in the offices of Warwick accountants Michael Harwood and Co in Jury Street.

Paul added: “All too often, people I meet tell me that whilst they have previously received face-to-face advice, typically from their high street bank or building society, many are now being told this service is no longer available to them.”

Paul, who already has a number of clients in the area, has a law degree and has been a partner practice of St James’s Place Wealth Management - a FTSE 250 company, which allows him to provide a guarantee of the suitability of any advice that he provides.

Mark Harwood said: “We have welcomed Paul opening up a base in our offices. It provides an opportunity for Michael Harwood & Co to offer our clients access to high quality financial planning advice.”

For further information on financial planning, or for a free one-hour consultation contact: Paul Morgan, PRM Wealth Management Ltd, 01926 499279 or 07528 327765 or via [email protected], or go to