Morgan Forster-Dark
Financial Adviser
FCA reference number: MXF08944
With over 12 years’ experience working in financial services, I’m passionate about helping my clients reach their objectives. As an adviser, I value building strong relationships with my clients. This allows me to truly understand what matters most to them, so that we can create a plan tailored to achieving their goals.
With over 12 years’ experience working in financial services, I’m passionate about helping my clients reach their objectives. As an adviser, I value building strong relationships with my clients. This allows me to truly understand what matters most to them, so that we can create a plan tailored to achieving their goals.
Expertise
Financial planning Pensions and retirement planning Investment management
Qualifications
- Diploma in Regulated Financial Planning
- Award in Pensions Update
Region and method of advice
Based in Bristol, I predominantly work with clients over the phone or via video call. I can provide in-person meetings at our HL office in the centre of Bristol, BS1 5HL, if required.
Based in the South West
In-person meetings
Phone and Video call
Region & method of advice
Based in Bristol, I predominantly work with clients over the phone or via video call. I can provide in-person meetings at our HL office in the centre of Bristol, BS1 5HL, if required.
Approach and experience
After joining Hargreaves Lansdown in 2012, I have gained both the technical knowledge and experience to advise on a wide range of cases.
I get an incredible amount of satisfaction in being able to help clients achieve their goals and aspirations, enabling them to live the lifestyle they desire. It’s really important that we are on the same page, therefore, I take the time to ensure that everything being discussed is understood, cutting through the financial jargon.
Having confidence in your financial future is incredibly empowering. Advice can help to add significant value as you navigate that journey.
Personal interests
Outside of work, I enjoy staying active and socialising. Whether it’s going to the gym or playing sports like golf or padel, I enjoy being on the move. When I'm winding down, I enjoy spending time with the family, watching football or a good film.