Awards: Best Small Company IFA
Fiducia are delighted to win the Best Small Company IFA of the Year at the prestigious Money Marketing Awards 2013. This national award recognises excellence in the profession.
Estate & IHT Planning
The wish to leave wealth to future generations and to avoid unnecessary Inheritance Tax are often key considerations. However, the understandable concern for your children and grandchildren has to be balanced with your own financial needs for the rest of your life.
UK top 100 Adviser
Fiducia Wealth Management has recently been confirmed as one of the Top 100 financial planning firms in the UK. With 5,142 competitor firms (source FSA Dec 2011) to choose from, Citywire’s New Model Adviser publication puts Fiducia firmly in the top 2% nationally.
Investment Management
Our objective is straightforward, to maximise investment returns within pre-agreed and clearly defined risk constraints. Ensuring your investment strategy serves your financial planning requirements.
Awards
Fiducia Wealth Management won a commendation award from consumer magazine Moneyfacts in the Best Investment Adviser Category.
