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Wealth Management & Wealth Preservation

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Winner: Best Investment Adviser

We are delighted to have won the Best Investment Adviser Award at the 2015 Money Marketing Awards. The Awards have been running for 25 years and are the gold standard for the financial advice profession.

Money Marketing Awards 2015

We are delighted to have been highly commended in the Best Retirement Adviser category at the 2015 Money Marketing Awards. This is the first time that our Retirement expertise has been acknowledged at a national award ceremony.

Money Marketing Awards 2015

Later Life Planning

Later Life Planning often involves a number of complex decisions and it is important to find an adviser who is not only highly qualified but also that you can trust and rely on.

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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.

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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.

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About Fiducia

Fiducia Wealth Management is an independent, established multi award winning firm of fee based financial advisers providing a first class service and financial advice to private clients, business owners, family estates, charities, pension funds and trustees on all aspects of financial planning and investment management.

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Based at our offices outside Colchester on the Essex/Suffolk border, we work with a diverse range of clients and professionals throughout the East of England and nationally providing them with independent financial advice. Integrity and openness are our core values and we recognise that no two clients’ requirements, situations and objectives are the same – our advice and solutions are therefore bespoke.

  • Independent
  • Unbiased Financial Advice
  • Fee Based
  • Highly Qualified
  • Multi Award Winning