Think different. Invest different.
We strive to provide investors like you with superior investment opportunities compared to mainstream services and financial advisers.
Research
Attractive Returns
property
EIS Opportunities
finance
Security
Morgan Spencer - our mission
Investors who have allocated their funds into cash savings are currently encountering historically low returns, a situation that underscores the pressing need for alternative investment avenues.
Our primary objective is to furnish investors with a diversified array of asset-backed, fixed-term products meticulously designed to offer the promise of yielding superior risk-adjusted returns. Through our meticulously curated selection of investment opportunities, we endeavor to empower investors to capitalize on potential growth prospects while mitigating associated risks, thus fostering a more rewarding investment experience.
ABOUT US
Morgan Spencer is one of the UK’s fastest growing investment service for high net worth and experienced investors.
If you are such an investor, our aim is to offer you more compelling and advanced investment opportunities than you normally find through mainstream investment services and financial advisers.
Clearly tax efficiency is critically important to investors like you. That is why many if not most of the opportunities will be government-endorsed, tax-incentivised schemes, such as Venture Capital Trusts, EIS and SEIS investments, forestry, Inheritance Tax Portfolios and AIM ISAs. As well as tax efficient investments, we also offer unique investment opportunities that are not normally available to retail investors, such as private equity.
Our service provides you with detailed, in-depth research on such opportunities. We explain the benefits and risks in clear English, so you can decide for yourself which make sense for you in your situation.
How we select investments
Morgan Spencer investment selection process is informed five guiding principles:
1. ROI: Maximize profit potential
2. Tax Considerations: Minimize tax burden
3. Time to Goals: Short and medium term investments
4. Risk: Make sure the security stacks up
5. Fees: Minimize investment costs
Only when all of the above come into alignment we feel we have a product worth speaking to our clients about
CLIENT REVIEWS
Just a few of the lovely things existing client have had to say about the team and the process with Morgan Spencer. Speak to us to find out why people keep coming back.
Have Any Questions?
Do you have a question? Want to discuss an investment matter?
Please get in touch and we’ll get back to you.
Risk Warning:
The products we promote are available solely to experienced investors who are certified as sophisticated, high-net-worth or professional investors.
The information on this page is intended for educational purposes only. Nothing on this page constitutes investment, tax or legal advice nor is intended to promote any specific product and readers are encouraged to consult their professional advisers before undertaking any investment activity.
Morgan Spencer is a trading name of Morgan Spencer Marketing Limited, incorporated in the UK with company number 10719614. The registered office address is 75 Shelton Street, Covent Garden, London, United Kingdom, WC2H 9JQ.