Fiona Morpurgo

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

Guidance on taking funds from a pension plan in the future and maintaining the plan going forward.

How has Fiona Morpurgo helped you?

Looking into the existing pension fund and information gathering. Transferring to a different fund for the flexibility required from the plan.

Have you seen the outcome you were hoping for?

Fund transferred smoothly.

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

Consolidation of multiple pension pots

How has Fiona Morpurgo helped you?

Pension pots consolidated into a single plan

Have you seen the outcome you were hoping for?

Yes, very please with the current performance of the single plan

Please provide a brief comment about your experience with Fiona

I cannot thank Fiona enough for her personal, sensitive and professional conduct when managing my finances for me. Thoroughly recommended. Thank you Fiona..

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

investment advice upon retirement

How has Fiona Morpurgo helped you?

helpful and prompt advice when needed

Have you seen the outcome you were hoping for?

yes

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

to talk about pensions

How has Fiona Morpurgo helped you?

Fiona has gone through everything and explained well.

Have you seen the outcome you were hoping for?

On the last stage

What could they have done better?

nothing