Rob Morgan

Spokesperson & Chief Analyst

Rob's Biography

Rob has over 20 years' experience in direct-to-consumer Financial Services, having worked as a financial adviser, pension specialist and investment analyst specialising in funds. He is also a regular writer and commentator on a wide range of subjects surrounding investments, markets and personal finances.

Specialisms

Markets Personal Finance

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Page 1 of 17
Article
Can value investing help balance your portfolio?
By  Rob Morgan
Spokesperson & Chief Analyst
21 Jul 2025 | 13 min read
Article
How to transfer SAYE or SIP shares into an ISA
By  Rob Morgan
Spokesperson & Chief Analyst
21 Jul 2025 | 5 min read
Article
Specialist investment funds review
By  Rob Morgan
Spokesperson & Chief Analyst
15 Jul 2025 | 16 min read
Article
The history of the State Pension
By  Rob Morgan
Spokesperson & Chief Analyst
15 Jul 2025 | 8 min read
Article
How global investment can diversify your portfolio
By  Rob Morgan
Spokesperson & Chief Analyst
15 Jul 2025 | 7 min read
Article
Uncrystallised funds pension lump sum (UFPLS) explained
By  Rob Morgan
Spokesperson & Chief Analyst
04 Jul 2025 | 7 min read
Article
The best ISA funds in 2025
By  Rob Morgan
Spokesperson & Chief Analyst
02 Jul 2025 | 5 min read
Article
How to invest in UK government bonds with a gilt fund or ETF
By  Rob Morgan
Spokesperson & Chief Analyst
02 Jul 2025 | 8 min read
Article
Is it worth deferring the state pension?
By  Rob Morgan
Spokesperson & Chief Analyst
02 Jul 2025 | 5 min read
Article
Three complements to a global tracker fund
By  Rob Morgan
Spokesperson & Chief Analyst
02 Jul 2025 | 8 min read
Article
Is now a good time to buy an annuity?
By  Rob Morgan
Spokesperson & Chief Analyst
26 Jun 2025 | 9 min read
Article
Eight tips on how to choose an investment fund
By  Rob Morgan
Spokesperson & Chief Analyst
26 Jun 2025 | 9 min read
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