Lee Morgan

Director & Independent Financial Adviser

Lee is one of our Pension Specialists and has a vast amount of knowledge in the Pensions area, he holds the G60 pension qualification along with the Diploma in Financial Planning, CeMap and Equity Release mortgage qualification.

Ian Poole

Director & Independent Financial Adviser

Ian gained his initial experience in the financial industry as a local adviser for Britannic Assurance then progressing to become an Independent Financial Adviser in 2001. Ian holds the Diploma in Financial Planning along with the CeMap & Equity Release mortgage qualifications.

Steve Phillips

Independent Financial Adviser

Steve gained his experience as a Financial Adviser with Barclays for 15 years before progressing to a fully qualified Independent Financial Adviser. Steve holds the Diploma in Financial Planning and the CeMap mortgage qualification.

Paul Sage

Independent Financial Adviser

Paul is a fully qualified Independent Financial Adviser and holds the Diploma in Financial Planning.

Tyenne Morgan

Trainee Adviser

Tyenne is a fluent welsh speaker and attended Ysgol Y Preseli where she gained 10 GCSE’s and 3 A Levels. From there she was accepted into Aberystwyth University to study Mathematics and after three years of studying earned an honours degree in Mathematics.

Alex Thomas

Trainee Adviser

Alex has joined us following completing his A-Levels at Ysgol Greenhill School in Tenby where he gained 13 GCSE’s and 4 A Levels.

Suzanne Bainton


Sue Poole


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Pembrokeshire Mortgage Centre Ltd trading as County Financial Consultants is Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Number 479220. Registered in England & Wales, Company Number 4680558.

Registered Office address: Sea View, Cambrian Terrace, Saundersfoot, Pembrokeshire, SA69 9ER. Trading address: as per our registered office.

The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

© Pembrokeshire Mortgage Centre Limited trading as County Financial Consultants, 2017. All rights reserved.

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01834 815062

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Sea View, Cambrian Terrace, Saundersfoot, Pembrokeshire, SA69 9ER