Meet the team

Gerard MorganGerard Morgan:

Gerard set up a family estate agency with his father in 1983 and soon began to specialise in financial services. Working with all the lenders up and down the country amassing experience and expert knowledge. Gerard became an IFA in early 1999 arranging pensions, life assurance and managing investments for many clients as well as advising on commercial and domestic development and the financing of the same.

The guidance and advice contained in this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Advoco Financial Services is an appointed representative of Intrinsic Mortgage Planning Limited, (which is authorised and regulated by the Financial Services Authority.
Intrinsic Mortgage Planning Limited is entered on the FSA register ( under reference 440718.