Fiducia Wealth Management provides high quality, independent and fee based financial planning advice as well as advisory investment management services for individuals, family estates, corporates, charities, pension funds and trustees.
Our overriding commitment is to provide clear, well communicated and sensibly thought out financial advice which is focused on holistic, long term strategic planning in order to assist clients to grow and maintain their wealth. We also place great emphasis on the protection of investments from the cyclical nature of global stock markets and the wealth eroding effects of tax legislation.
Our client relationships are discrete and highly confidential. They tend to be long term in nature and borne from a detailed understanding of our clients' immediate financial circumstances and future aspirations. Our team are professionally qualified, of high calibre and committed to a programme of ongoing professional development to ensure each client receives up-to-date and pertinent advice. This in turn leads to low staff turnover and long term client relationships, which we believe are crucial to the development of trust and confidence. Each client account is personally overseen by an adviser who takes overall responsibility for the management of the client's affairs, they are in turn supported by other senior and junior colleagues.
Fiducia is completely independent and puts the interest of its clients first at all times. We are not subject to the conflicts of interest that can arise when large international private banks promote their own branded products. Integrity and openness are our core values and we recognise that no two clients' requirements, situations and objectives are the same - our solutions are therefore bespoke.
In summary, our service proposition has the following features:
Advice driven, fee based and independent.
The adoption of "open architectur...