Fiona Morpurgo

What were the circumstances that caused you to initially look for an adviser?

I had several pension in various pervious firms and wanted to receive advise on the best option and policies for my future needs.

How has Fiona Morpurgo helped you?

Fiona, has helped me understand the types of pensions I held and what options were available and when/what decisions on those I needed to make. She is a very patient individual which helped in navigating the complicated task of my pensions.

Have you seen the outcome you were hoping for?

That I knew exactly what/where/how much and ongoing pensions are and that they are working for my benefit.

Please provide a brief comment about your experience with Fiona

I'm delighted that we have found Fiona to assist with our family's finances and inheritance planning. We are at early/discovery stages so I can't comment on advice (as not yet at stage where it can be given) but I can certainly attest to Fiona's flexibility in finding time to meet in person with the whole family and commend her patience and clarity in communicating with us re: process and timescales (particularly important due to my parents age). Fees and charging structures were also clearly defined and found to be reasonable and competitive. I'd highly recommend meeting with Fiona and hearing how she might be able to support your financial goals...

Please provide a brief comment about your experience with Fiona

At our 1st meeting Fiona seemed knowledgeable and friendly and agreed to do exactly what we required. However, we are still at very early stage of the process so it is far too early to cannot comment on overall her overall performance.

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

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!