Simon Morgan
Mortgage Consultant
Clients Say About Simon Morgan
“Called Simon after receiving a quote from my previous broker, while remortgaging after 5 years of Help To Buy. He took a few details and in no time at all had saved us over £200 a month! Great communication throughout and made it all seem too easy to be true! (But it was obviously...)”
A CEMAP qualified consultant who joined LIFT-Financial in June 2016.
Professional
After seven years in the Royal Engineers I joined the financial sector working for a large global bank managing client relationships. I was then headhunted by Coutts Private Bank to look after clients in the professional sector, dealing with day to day banking needs of high net worth individuals. I joined LIFT-Mortgages in June 2016 to escape the shackles of tied advising. I enjoy using my wealth of knowledge to support clients with complex lending requirements and I am always surprised how much clients can save by shopping around.
Personal
- Spare time?
- I am now a retired rugby player but I still play a big role in my local rugby club, helping to coach the junior section. To keep fit I like to run and take part in the odd triathlon.
- Favourite city?
- Hong Kong
- What gives you a LIFT?
- My son Ollie
- Karoake song?
- Paradise By The Dashboard Light
Clients Say About Simon Morgan
“Called Simon after receiving a quote from my previous broker, while remortgaging after 5 years of Help To Buy. He took a few details and in no time at all had saved us over £200 a month! Great communication throughout and made it all seem too easy to be true! (But it was obviously...)”