Meet The Team
BROKERS
Gerard 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.
Bill Hunt
Starting out in estate agency in the early 90’s Bill has been working in and around the Swindon area for the last 30+ years.
In that time he has built up an established client bank offering mortgage and protection advice along with general insurance and wills. Having worked alongside Gerard Morgan for most of this time covering between them the M4 corridor from London to Bristol has meant working with each other’s client banks allowing a seamless process from start to finish
Having now linked up with the Cornerstone Finance network the services offered have increased including Pension, Investment and Commercial lending on a referral basis.
Carmen Knight- Morgan
Carmen has been working with Gerard Morgan as logistical support for over twenty years and is a valuable asset to backend support
