Fiona Morpurgo
9.6
out of 10
3 verified reviews on
I have a long Biography, and a lot of history in Advice giving. I have advised people with no money, and I have advised people with a fortune, either way the people I advise are human, and need easy to understand, jargon free solutions for their finances, and ultimately their future.My company was set up because I wanted more people 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 to more people.
I have 26 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 at your convenience.
I advise on
Financial Planning
Investments
Retirement planning
Private Medical Insurance
Pensions
Pension Amalgamation
IHT Investment solutions
Cashflow forecasting
Tax efficient Investments
Accreditations
LIBF DipFA
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About our cookiesConsumer Duty scores
Products and Services
9.7
/ 10
Based on 6 responses
Price and Value
9.5
/ 10
Based on 6 responses
Consumer Understanding
9.7
/ 10
Based on 6 responses
Consumer Support
9.7
/ 10
Based on 6 responses
Last updated 3 November 2026
What clients say
I really value Fiona Morpurgo’s advice and support. I think she is first class in the advice she gives, her professionalism and empathy
October 2026
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