A Morton Financial Planning Limited
Andrew is an experienced Financial Adviser with 25 years in the financial industry and holds a Diploma in Financial Planning.
After six successful years as a financial adviser with Prudential Financial Planning, Andrew was delighted to establish his own financial advice business, A Morton Financial Planning Limited, as a Member of The Advice Partnership from Prudential.
Andrew has been helping people achieve financial security throughout his career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Andrew takes pride in providing investment solutions to meet individual client needs. He is proud to provide bespoke advice, following a rigorous assessment of each client’s financial needs.
Quite simply, Andrew provides sound, personal and expert advice.
In his spare time, Andrew enjoys holidays with his wife Tracey, and two children. He is also a keen cricketer, playing local league cricket for over 30 years and a Sheffield United season ticket holder.
From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.
A Morton Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.
M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.
M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.