About Us

We are a well-established financial planning firm based in Warwickshire, England. Originally founded in 2010 trading under the name of Morgan & Co, we changed our name to Connected Financial Planning in 2022. We feel our new name more accurately represents what we do and how we approach our work with you – helping you to become fully Connected to your finances and to your own life plans.

We don't just deal with the tax efficient management of your money - we always seek to connect with you as a human being and understand your lifestyle, your aspirations and the future you want to build for yourself and your family. This is just the start of the process, because long term we understand that you will want to protect your wealth as it filters down through the generations after your passing, and provide your family with financial freedom in their lifetimes, as well as access to great financial advice. Working with you and your wider families to help build and deliver your legacy is what we call "planning beyond a lifetime".

We are a very highly educated group of professionals. Our Principal, Paul Morgan, has a law degree and is a Chartered Financial Planner - being one of the first in the UK to gain this title back in 2007. This financial planning and wider education, combined with many years of advising on the more complex areas of financial planning, sees us well positioned to service every client's needs.