Morpurgo Wealth
Morpurgo Wealth, making independent financial advice, accessible for all.
Fiona Morpurgo
When you work with me, you can be confident you are receiving tried, trusted and customised advice as recommended by my fantastic clients.
Share the amazing things customers are saying about your business. Double click, or click Edit Text to make it yours.
Morpurgo Wealth was set up to:
-
Make Independent financial advice more accessible to more people.
-
Break down the jargon used in the financial services industry keeping it simple and explaining things in a clear and concise way.
Experience, certificates & Recognition
With over 20 years experience of giving highly ethical advice in the legal and charity sectors, I received an amazing accolade during 2019 , 2020 and now 2021. I was included in the “Ultimate Guide" by Vouched For-The 2019, 2020, and 2021 Guide to the UK's Best and highest rated Financial Advisers. For the 3rd year running, I appeared in this list, which was shown in the The Times newspaper.
I am also really happy to have received an Industry award from the Network New Leaf for 2019, which was a real honour.
Morpurgo Wealth Services
For the safety of clients/staff all appointments now on zoom or telephone
The Financial Advice Process
Initial Meeting
Listening to your goals needs and objectives I can create a financial picture that frames your circumstances
Research
I’m a paragraph. Double click me or click Edit Text, it's easy.
DESIGN
I’m a paragraph. Double click me or click Edit Text, it's easy.
Consulting
I’m a paragraph. Double click me or click Edit Text, it's easy.
Initial Meeting
Listening to your goals needs and objectives I can create a financial picture that frames your circumstances
Research
I’m a paragraph. Double click me or click Edit Text, it's easy.
DESIGN
I’m a paragraph. Double click me or click Edit Text, it's easy.
Consulting
I’m a paragraph. Double click me or click Edit Text, it's easy.
Initial Meeting
Through listening to your goals needs and objectives I can create a financial picture that frames your circumstances
Research
I use state of the art – software and technology to enable me to search the whole of the market – independently and fully unbiased
Present Solution
I am trained to a high standard to enable you to understand the outcome of the research and to deliver focused and professional advice
Implement
I work quickly and efficiently to get your financial solutions in place so that you can start to experience a better situation