Welcome to Morpurgo Wealth
Making independent financial advice more accessible
Morpurgo Wealth was established to make independent financial advice more accessible to a wider audience, to eliminate the jargon used in the financial services industry by keeping things simple and providing clear, concise advice. Morpurgo Wealth offer meetings on Zoom, Face to Face, or over the telephone.
Experience, certificates & Recognition
With over 20 years’ experience providing highly ethical advice in the legal and charity sectors, Fiona Morpurgo has received an impressive array of accolades in 2019, 2020, 2021, 2022, 2023, 2024 and currently in the running for 2025. She has been featured in the “Ultimate Guide” by VouchedFor from 2019 – 2024 inclusive; this guide features the highest rated financial advisers, which is published in The Times and other noted publications every year.
Fiona was delighted to have received an Industry award from the Network New Leaf for 2019, which was a real honour.
The Financial Advice Process
Initial Meeting
Through listening to your goals needs and objectives Fiona can create a financial picture that frames your circumstances.
Research
Fiona uses state-of-the-art software and technology to enable a search of the whole of the market – independently and fully unbiased.
Present solution
Fiona is trained to a high standard to enable you to understand the outcome of the research and to deliver targeted, focused, and professional advice.
Implementation
Fiona works quickly and efficiently to get financial solutions in place, so that you can start to benefit as soon as possible.