Advice Team
John Millican is the founder and Managing Director of Fiducia. He has over 30 years of experience in advising clients on the accumulation and preservation of wealth, including often complex pension, investment and tax planning issues. John is a member of our investment committee. Contact John
Sarah Travers LL.B. (Hons) entered the Financial Services profession in 1997 after graduating in Law three years earlier. Sarah has a multi-faceted role which includes advising clients, heading the administration team, compliance and the general smooth running of the office. She is also one of our Pension Transfer Specialists, a Director and a member of the investment committee. Contact Sarah
Marc Ruse CFP is both a certified and a Chartered Financial Planner and provides clients with comprehensive financial and lifestyle planning advice. He is also a Pension Transfer Specialist and a member of our investment committee. Contact Marc
Investment Team
Gordon Kearney BA (Hons), IMC heads up the investment team, leads the investment committee and is a director of the company. Having graduated from the University of Essex with a degree in History & Politics, Gordon has gained his Financial Planning Certificate and the Investment Management Certificate. Contact Gordon
Michael Hughes CBE is the former chief investment officer of Barings Asset Management. Michael acts as a consultant to our investment team and reports to the investment committee. Contact Michael
Support Team
Supporting the key people at Fiducia is a team of experienced and professional people. Collectively, the team has a depth of experience in advising both private clients and business owners resulting in a very distinctive view on how best to provide the quality and depth of advice we believe knowledgeable clients now expect.
Our Proposition
Based upon our collective experience we have devised a completely new business model with the following unique features:
- A service that is advice driven, fee based and independent
- The adoption of the very latest open architecture principles which render the traditional insurance and pension company mass market products obsolete
- The Fiducia Mastertrust investment platform to enable all existing funds to be consolidated in one location
- The Fiducia Masterpension -our ‘own brand’ of Self Invested Personal Pension (SIPP) and Small Self Administered Pension Scheme (SASS)
- A bespoke and holistic financial planning service
- A close working relationship with private banks, tax strategists, trustees, fiduciaries, lawyers, accountants and property specialists in order to provide a complete and independent wealth management service.
|