Morpurgo Wealth

Independent Financial Adviser  The Drive, ROMFORD, RM5 3TR
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FCA authorised
Last authorised 7th June 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 review
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Pensions transfer
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Estate planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Meet our advisers
MRS Fiona Morpurgo
Independent Financial Adviser
About us

My company was set up because I wanted to learn more about Financial advice and products, and wanted 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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    Face to face

The Drive, Collier Row, ROMFORD, RM5 3TR

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