Morpurgo Wealth

Independent Financial Adviser  The Drive, ROMFORD, Essex, RM5 3TR
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FCA authorised
Last authorised 26th July 2021
Trustworthy, Professional and friendly local adviser, who puts you first. Your priorities matter to me.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Estate planning
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Corporate pension
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Sharia finance
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Long term care
Meet our advisers
MRS Fiona Morpurgo DipFA
Independent Financial Adviser
About us

My company was set up because I wanted to to be able to break down some of the barriers that exist in the financial world in getting easy to understand financial plans out there, to the man/woman on the street-like me when I started!

I have 20 years of advice giving experience and have high ethics due to my legal/charity sector experience, and guess what? I actually like people! I bring a fresh approach to the stuffy corporate suits people are used to seeing in this sector, making Independent Financial Advice more of a reality for more people.

Please do make contact, and and we can discuss your situation a little further.

Our services

I work with you to pinpoint issues that are important to you, whilst giving clear jargon free Independent financial advice without corporate buzz words. I promise, that you will never hear me say "Emoluments" "Decumulation" or "IPO"-and if I do, I will pay you £20!

I am honest and determined. I believe I go the extra mile for my clients as I would do for my friends and family, so you will feel safe that you are receiving a personal yet professional service.

Please feel free to contact me to discuss your situation with no strings attached.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Morpurgo Wealth is an Appointed Representative of New Leaf Distribution Ltd which is authorised and regulated by the Financial Conduct Authority: FCA Number 460421
Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance is not a guide to future performance.
Morpurgo Wealth is an appointed representative of New Leaf (WWF) Ltd.
Registered in England 7891401. Registered Address: Princess Caroline House, 1 High Street, 1st Floor, Southend on Sea SS1 1JE

The Drive, Collier Row, ROMFORD, Essex, RM5 3TR

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