Morpurgo Wealth

Independent Financial Adviser  The Drive, Romford, Greater london, RM5 3TR
First meeting at adviser's own cost
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
Response rating
9.0/10
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FCA authorised
Last authorised 3rd August 2020
Meet our advisers
Fiona Morpurgo DipFA
Independent Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
At age 50, you realise that you are not immortal, and wanting to plan for retirement and inheritance for children. How did Fiona Morpurgo help you? Fiona was both friendly, professional and empathetic to my needs. She is able to put herself in my position to look and suggest what I might need. Her knowledge base is amazing. I started by looking towards pensions, and I now have three ISA's for my children, and she is currently drafting my will, whilst my husband has a bond. What is your current situation? Have you seen the outcome you were hoping for? Absolutely. Fiona has exceeded my expectations... So many advisors in the past have attempted to sell me a policy which was unnecessary, however Fiona is not tied to any company, so can actually look from the whole marketplace. What could they have done better? I don't believe she could do anything more than she has already done. We are very happy with our investments and the magnificent service she has provided. I personally feel that I don't have to worry about my money now, Fiona is managing it effectively and making it work for us.
Paula R., Liverpool
My finances are slightly messy and needs more time and organisation that I can manage How did Fiona Morpurgo help you? We sat down with a questionnaire of my current financial status and Fiona made various suggestions which I agreed to consider. She made things clearer in a simple way for me to understand and was not pushy . I What is your current situation? Have you seen the outcome you were hoping for? I am still working on my next actions on what was discussed What could they have done better? I was 100 per cent happy with fiona.
Eve Lustig, London
Needed to change my pension arrangements How did Fiona Morpurgo help you? She provided sound advice and interesting options tailored exactly to my requirements . What is your current situation? Have you seen the outcome you were hoping for? Yes What could they have done better? Nothing could have been done better
Edwin Rosenthal, N2
I had a sum of money which I wanted to invest. How did Fiona Morpurgo help you? Fiona helped me by advising me of the various options available, and when I chose, it was completed without any hassle or complications. What is your current situation? Have you seen the outcome you were hoping for? Yes. The investment is now in situ and giving a regular return. What could they have done better? Fiona was professional and helpful. Her knowledge was thorough. She couldn’t have done anything better, she was very helpful and easily contactable and available.
Neil Robinson, Merseyside
I wanted advice on my pension options and on how to consolidate several small pension pots as I have moved employment over the years. How did Fiona Morpurgo help you? She did a thorough review of my finances and also found a better ethical investment option for my savings, as the one I had had very modest yields. What is your current situation? Have you seen the outcome you were hoping for? Yes. Fiona visited me at home, was very generous with her time and explanations and has given me impartial advice on where to transfer my pensions. She also looked at my Will and my savings options. I felt as if I had received a full financial MOT, with things I could get on to do myself directly, and other areas that I wanted her to handle because of her expertise.
Lorraine Thomas, Lewisham
My pension advisor, Fiona Morpurgo, was very helpful and quick to respond. Helped me with my questions instantly so that I could make a more certain decision about my next steps.
Louisa Cheung, E6
Exceptional service from Ms Morpurgo. Communication was prompt and effective. Fiona clearly understands her chosen field well. I am so grateful for the advice I received and make no hesitation to in recommending Ms Morpurgo to anyone. Clare Louise Fox
Clare Fox, N5
Do you need a financial advisor that you can trust and will cater for your needs and come up with the best possible deal for you? Then look no further. Fiona Morpurgo is a down to earth, caring and devoted person. When you speak to her you are speaking to someone who understands and cares. So if you are in need of advice, if you are separating/ divorcing, have extra money in the bank and want to invest in the best possible way, if you need a mortgage or anything else I highly recommend her. You will never want anyone else after meeting with her.
Natacha Laniado, Harold Hill
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.

Where to find us
Head office address: The Drive, Collier Row, ROMFORD, Essex, RM5 3TR
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 3rd August 2020

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