Our People

Steve Morgan
Steve Morgan, Senior Partner
Tel. 01525 721222
Email. stevemorgandevere.co.uk
Steve Morgan has worked in the financial sector since 1987. Initially as an adviser with Abbey Life which he left in 1991 to form what is now Morgan de Vere and Partners LLP. He now specialises in wealth management, Inheritance Tax mitigation and corporate protection.
James Wiggett
James Wiggett, Partner
Tel. 01525 721222
Mobile. 07800 841835
Email. jamesmorgandevere.co.uk
James has been with Morgan de Vere since June 2002 when he joined as a mortgage adviser. As a fully qualified Financial adviser, and now studying for Chartered Status, he provides all areas of financial planning advice to clients. He has built up trusted relationships with existing clients and is always looking to speak with new, prospective clients. James is married with three children and enjoys most sports. He is a qualified Level 2 rugby union coach.
Stefan Morgan
Stefan Morgan, Partner
Tel. 01525 721222
Mobile. 07771 774653
Email. stefanmorgandevere.co.uk
Stefan joined Morgan de Vere in September 2008 as a trainee mortgage adviser. After learning the business and obtaining his CeMap qualifications this allowed him to give mortgage and protection advice to clients. He continued his career development to become a fully qualified Financial Adviser by studying for his diploma with the IFS School of Finance and now provides advice relating to all areas of financial planning.
Stuart Ansell
Stuart Ansell, Financial Adviser
Tel. 01525 721222
Mobile. 07966 155121
Email. stuartmorgandevere.co.uk
Stuart has been in financial services for over 30 years and joined Morgan de Vere in 2004. Qualified to diploma level, Stuart is experienced in investment and financial planning and prides himself in building long lasting client relationships. He is married with one son. Stuart is a keen Arsenal fan and enjoys watching most sports. His main outside interest is choral singing, being a member of a leading choir which performs regularly both in the UK and abroad.
Patrick Jackman
Patrick Jackman, Financial Adviser
Tel. 01525 721222
Mobile. 07956 510491
Email. patrickmorgandevere.co.uk
Patrick Jackman has worked in the financial industry for the last 17 years with GAN & Allied Dunbar. He currently specialises in Life Assurance, Mortgages and personal & business loans. He is married with two children. Patrick played semi-professional football for Bishop’s Stortford, Dagenham & Redbridge and Harrow Borough.
James Carter
James Carter, Financial Adviser
Tel. 01525 721222
Mobile. 07758 669581
Email. james.cartermorgandevere.co.uk
James joined Morgan De Vere as a Financial Adviser in April 2017 specialising in mortgage and protection advice. He started his Financial Services career in January 2012 as a mortgage adviser for a major high street estate agency. James has obtained the full Mortgage CeMAp qualification and he enjoys building up solid relationships with clients providing excellent service and helping them achieve all their mortgage and insurance needs. He has 2 children and still enjoys playing football and darts.
Brian Everitt
Brian Everitt, Office Manager
Tel. 01525 721222
Mobile. 07967 584702
Email. brianmorgandevere.co.uk
Brian Everitt started work for Prudential in March 1988. When Prudential restructured he became a financial consultant with them until he joined Barclay’s in 2000 where he specialised in Wealth Management. He joined Morgan de Vere in 2002 as a Financial Planner. Since 2013 he has been the Office Manager supporting the advisers and importantly helps to maintain excellent client relationships. He is married with 2 children and enjoys skiing, golf and travel.

Main Office

The Rufus Centre
Steppingley Road
MK45 1AH
Telephone. 01525 721222
Email. enquiriesmorgandevere.co.uk