Stage Financial ~ Get tailored financial advice, specifically for you.
Howard Morgan, your trusted Financial Advisor for London, Richmond, Twickenham, St Margaret’s, Isleworth, Teddington and beyond.
Our Service Portfolio
Comprehensive, personalised financial planning for every stage of life. For individuals, families, and companies.
Howard Morgan | Wealth Manager
Founder and brains behind Stage Financial, Richmond-based financial advisors who specialise in Pensions, Retirement Planning, Later Life Planning, and Wealth Management.
Stage Financial is a trading style of, and works in partnership with Keystone Wealth Management based in Kingston-upon-Thames. This partnership enables my team to provide you with personalised and tailored advice whilst harnessing the power of a larger network of specialist advisors.
With the ‘Morgan’ surname and coming from a family of bookkeepers and accountants, managing finances and wealth has always factored into my career plans. So after completing a creative degree, I continued my financial studies whilst working in the industry. So, I know firsthand the importance of financial planning and security.
I am not only a fully qualified Financial Advisor, I hold additional qualifications above the minimum industry standard that allows me to deliver a sophisticated offering to clients in London, the Home Counties, Richmond, Twickenham, St Margaret’s, Isleworth, Kingston and Teddington.
At Stage Financial, our approach is to demystify, advise and offer financial advice on a personal level. My multi-disciplinary qualifications allows me to lead the team to give clients a broader range of investment options. This expertise, coupled with our broad specialist qualifications, translates into a tailored solution for our clients rather than a generic, one-size-fits-all option.
Stage Financials’ Expertise
At Stage Financial we strive for excellence in our service and advice, which we refer to as “Platinum Standard” or “Platinum Financial Advice”. Our using these phrases does not represent an award, qualification, industry standard, or guarantee, rather they are descriptors of our service and quality ethos toward our clients.
At Stage Financial we pride ourselves on only employing highly qualified individuals with experience and qualifications in multiple areas regarding retirement and later life advice.
Not all advisers are qualified in all areas, and as such it can be confusing whether one area is the best overall solution for you. We have wide industry experience and a broad range of qualifications, more than the minimum standard required, so we strive to give you peace of mind that the advice given, best suits your needs and personal circumstances.
The Process
Not an inflexible procedure, more a route map that we have created to ensure that the advice we give you is personalised and helps you achieve your goals and dreams.
01
Your Goals
The get-to-know you chat. Our financial advisor will sit down with you and figure out what you want both financially and personally.
02
Our Analysis
We put your current financial situation under a microscope, report on our findings and then give you a set of solutions on how you can reach your financial goals.
03
Implementation
The talking stops and the agreed financial plan is put into action, and of course, we remain in contact.
04
Review & Progress
A check-up to monitor progress and if required further plans are put in place.
Why Choose Stage Financial
Basically, what separates us from our competitors? Professional qualifications and expertise aside, my acting experience has given me the people skills that enable me to engage with clients on a personal level. My values are instilled in the Stage Financial team, so our approach is:
Transparency
No hidden fees, no secret commissions. With trust and honesty, we believe that our relationship and your goals will succeed.
Excellence
A platinum standard of financial advice, based on a rigorous financial training, subsequent qualifications and an ability to offer personalised solutions.
Innovation
Constant research into new products and investment vehicles to give you the most suitable investment opportunities, but only if they are in line with your long-term objectives.
Flexibility
Advice that doesn’t just adhere to traditional investment models. Taking a fresh approach to your investments puts your financial goals on the right track.
Our professional neighbourhood
We are locals, and we live in the area that we primarily operate in, that being a 10-mile radius of Richmond. This includes Twickenham, St Margaret’s, Isleworth, Kingston and Teddington. Our passion is to work with local individuals, families and businesses who are looking for a secure and happy future.
Our client base is broad and spans across London and the Home Counties. We are fortunate to be able to connect with our clients using virtual meetings as well as in-person.
We feel working in a focused geographical location gives us greater flexibility to connect personally with the people and companies we advise and so offer them the appropriate financial solutions.
What our customers say
When choosing the right Financial Advisor, it is helpful to hear about others’ experiences. Especially if they resonate with your own circumstances. See what our clients have to say:
Jess T, Hampton
Thomas B, Kingston
Neil L, Whitstable
Jen B, Twickenham
Steve W, London
Read our articles
Read our latest articles and insights to inform, educate and increase your knowledge about your financial future.
