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.

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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.

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Classmates in the Library

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

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Research

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DESIGN

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Consulting

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Initial Meeting

Listening to your goals needs and objectives I can create a financial picture that frames your circumstances

Read More >
Research

I’m a paragraph. Double click me or click Edit Text, it's easy.

Read More >

DESIGN

I’m a paragraph. Double click me or click Edit Text, it's easy.

Read More >

Consulting

I’m a paragraph. Double click me or click Edit Text, it's easy.

Read More >

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

GET IN TOUCH

And lets have a conversation.

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