Retire by Design is an Independent Financial Adviser specializing in retirement advice for business owners and retirees. Established by Chartered Financial Planner Harry Morgan in 2024, he brings over 20 years of experience in financial services.
Harry set up the business believing that as an Independent Adviser, he can offer clients peace of mind that his recommendations are based on a comprehensive review of the various companies and products available in the UK. This approach ensures he can provide exceptional value for money and create tailored financial strategies for his clients.
Business owners often focus most of their time and effort on growing their business, which can lead to their personal future planning being neglected. Harry assists business owners in having meaningful conversations about their future aspirations, retirement expectations, and their vision of a fulfilling retirement. With these insights, he prepares personalised recommendations with strategies to minimise tax liabilities, save adequately for the future, and stay on track to meet financial objectives, all explained in plain English for ease of understanding.
If you’re a business owner in Burgess Hill seeking straightforward retirement advice from Burgess Hill’s Top Rated adviser on Vouched For (www.vouchedfor.co.uk) , please contact Harry for an initial discussion at 07975 804207 or harrymorgan@retirebydesign.co.uk.