Morgan Peterson Background
Lesley-Anne Creffield is the Principal of Morgan Peterson and her areas of professional expertise relate to the Property Purchase Market together with Pension and Investment Consultancy, where her clients span both the individual and corporate market.
She has over 20 years experience in the industry and has a successful and proven record in advising and managing financial restructures and investment portfolios. Lesley-Anne is well qualified in the financial services industry being a member of the Association of Mortgage Intermediaries, Chartered Insurance Institute and a Fellow of the Institute of Sales and Marketing Management.
Morgan Peterson. based in Cardiff Bay, was formed in 1994 by the merger of a successful independent financial services practice based in South Wales and owned by Lesley-Anne Creffield. It attracts clients from around the UK and services provided are either fee based or remunerated by commissions, depending on clients' instructions.
Lesley-Anne is supported by a team of highly qualified professionals whose sole aim is to ensure long term client satisfaction by delivering a first class service.
Quick Links
Financial Services |
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| Pensions | |
| - | Personal Pensions |
| - | Income Drawdown |
| - | Pension Transfers |
| - | Annuities |
| - | Phased Retirement |
| Savings & Investments | |
| - | Investment Bonds |
| - | Fund Supermarkets |
| - | ISA |
| Protection | |
| - | Term Insurance |
| - | Critical Illness |
| - | Income Protection |
| - | Mortgages |