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Morgan joined Perry Monroe in May 2022 as an associate financial planner to help assist the Director’s in managing client relationships. Morgan has the Diploma in Regulated Financial Planning (Level 4). Qualifications: R01 Financial Services, Regulation and Ethics.
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PERRY MONROE LIMITED - Free company information from Companies House including registered office address, filing history, accounts, annual return, officers, charges, business activity.
Perry Monroe Ltd is based in Reigate, has 3 financial advisers in Financial Services. Perry Monroe Ltd is registered with the FCA (registration number: 771586). You can check the firm registration with the FCA here. Perry Monroe Ltd are approved by the FCA to give advice on: Pensions & Retirements. Financial Planning. Investments. Life Insurance.
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Results. Mandated Portfolios built to their brand : 8 risk-rated, branded model portfolios, five focused on growth & three on income. A suite of portfolios designed by Perry Monroe and bespoke to their client base: expertly managed, without increasing the firm’s regulatory responsibility.
