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.

 

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 , being included in the “Ultimate Guide 2019 by Vouched For-The 2019 Guide to the UK's Best and highest rated Financial Advisers. For the second year running, I appeared in this list, which was shown in the Telegraph, and The Times!"

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

GET IN TOUCH

And lets have a conversation.

Morpurgo Wealth is an appointed representative of New Leaf Distribution Ltd which is authorised and regulated by the financial conduct authority (FCA). FCA Number 460421
Buy To Lets and Commercial Finance are not usually regulated by the FCA. 
In respect of Wills and Lasting Powers of Attorney, Morpurgo Wealth is an Appointed Representative of New Leaf (WWF). Company number 7891401. Registered Address: 1st Floor, Princess Caroline House, 1 High Street, Southend-on-Sea, Essex. SS1 1JE. 

This website is aimed at UK residents.

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