Fiona's reviews
Reviewed for
Insurance and Protection ( 12 )
Mortgages ( 1 )
Pensions ( 52 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 47 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 12 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 13 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 5 )
£100k - £200k ( 10 )
Up to £50k ( 10 )
£50k - 100k ( 9 )
Review
by a verified client in Essex
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to invest my pension in a more treading scheme
How has Fiona Morpurgo helped you?
Fiona is very good at communicating and simplifying the process for me
Have you seen the outcome you were hoping for?
Not yet , but that’s more Trumps fault than choosing the wrong scheme
What could they have done better?
Nothing
Fiona:
Gary, thankyou so much for your lovely review-it means a lot. All the best-FionaReview
by a verified client in Surrey
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term 15 year financial advice for Stocks@Shares ISA investments for future property purchase
How has Fiona Morpurgo helped you?
Listened and understood our future investment requirements and then been available and able to adjust our risk levels and financial investment plan to from active to passive management which resulted in greater projections.
Have you seen the outcome you were hoping for?
There is plenty of time left on our investment plan and we are confident of a balanced and expected outcome in the future.
What could they have done better?
The markets are hard to predict therefore hindsight is not a fair method to comment!
Review
by a verified client in Essex
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Not having a pension and being recommended to me by my accountant
How has Fiona Morpurgo helped you?
Fiona has been extremely helpful. Without her I would not have understood anything. `She has been extremely patient and thorough taking as much time to explain and advice through every step of the way at my convenience
Have you seen the outcome you were hoping for?
Early days as this is a long term commitment
What could they have done better?
nothing everything has been spot on
Fiona:
Keeley, thank you so much for your wonderful review-it means a lot! All the best FionaFirst impression
by a VouchedFor user
15 days ago
Overall
Please provide a brief comment about your experience with Fiona
Fiona is knowledgeable and able to impart information in a clear and understandable manner
Review
by a verified client in Essex
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to put money away for our daughters for the future.
How has Fiona Morpurgo helped you?
Fiona's advice is incredible, very honest and great to work with, very knowledgable
Have you seen the outcome you were hoping for?
100%
What could they have done better?
Nothing much really, everything was quite simple
Fiona:
Scott, thanks so much for this wonderful review. All the best Fiona