Case Studies

Since launching Morgan Lloyd in 2003, we have helped over 2500 customers set up their SIPP / SSAS investments. Below, some of our clients have shared their experiences of working with us.

Lethenty Cabinetmakers

"Out of adversity comes opportunity", American author, politician, inventor and statesman Ben Franklin famously said.

Cabinetmaker Graeme Winram would certainly agree after rebuilding his business from the ashes of a devastating fire which destroyed the bespoke kitchen and furniture designer’s workshop and much of his stock back in April 2016.

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Lethenty Cabinetmakers - Workshop

Ecco Gelato

When Chancellor George Osborne introduced Pension Freedoms in April 2015, Andrew and Philippa Tarling could not have imagined this would spark a new career as luxury ice cream makers.

But, with the help of Morgan Lloyd, two family windfalls and 25 years’ experience in the pub trade, that’s exactly what happened to the couple who have joined the new wave of olderpreneurs.

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Ecco Gelato

Incognito

Howard Carter, developer of Incognito remembers: “On my first trip to India back in 1997 I was recommended to take a Malaria prescription and I also bought some over the counter repellent from Boots.

“I went to Cochin, Kerela, over New Year – a low risk area at a low risk time of year. The repellent from Boots seemed to attract mosquitoes! I was badly bitten, mainly around my ankles as it was too hot for socks.

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Incognito

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