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
What is an investment trust and what are the benefits?
By  Rob Morgan
Spokesperson & Chief Analyst
09 Dec 2025 | 6 min read
Article
Fixed income investment options
By  Rob Morgan
Spokesperson & Chief Analyst
08 Dec 2025 | 8 min read
Article
Financial coach vs financial adviser – what are the differences?
By  Rob Morgan
Spokesperson & Chief Analyst
08 Dec 2025 | 6 min read
Article
Tax on dividend income explained
By  Rob Morgan
Spokesperson & Chief Analyst
08 Dec 2025 | 9 min read
Article
2025 Autumn Budget – what it means for personal finances
By  Rob Morgan
Spokesperson & Chief Analyst
26 Nov 2025 | 3 min read
Article
Smithson Investment Trust to convert into open-ended fund
By  Rob Morgan
Spokesperson & Chief Analyst
17 Nov 2025 | 4 min read
Article
What tax changes could there be in the Autumn Budget
By  Rob Morgan
Spokesperson & Chief Analyst
17 Nov 2025 | 11 min read
Article
7-year inheritance tax rule explained
By  Rob Morgan
Spokesperson & Chief Analyst
14 Nov 2025 | 6 min read
Article
What are ‘alternative’ investments?
By  Rob Morgan
Spokesperson & Chief Analyst
14 Nov 2025 | 10 min read
Article
Five finance goals for your 30s
By  Rob Morgan
Spokesperson & Chief Analyst
12 Nov 2025 | 8 min read
Article
Financial planning tips in your 40s
By  Rob Morgan
Spokesperson & Chief Analyst
12 Nov 2025 | 8 min read
Article
How to choose an actively-managed fund
By  Rob Morgan
Spokesperson & Chief Analyst
12 Nov 2025 | 8 min read
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