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. She is 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
Stephen Doe BSc (Hons), IMC graduated from Oxford University with a degree in Economics, he is also
IMC qualified. He joined the Adviser Team in November 2008.
Previously he worked in equity research
and sales in London, Hong Kong, Jakarta and New
York spanning a total of 20 years. Contact Stephen
Adrian Pattinson has been advising on financial planning and wealth management in the North West of England for 23 years. Most recently he was with a top 10 accountancy firm, for 10 years up to 2004, where he was involved in advising wealthy individuals, companies and professionals on all aspects of financial planning and investment. He then spent 3 years with Coutts Private Bank as a Financial Planning Specialist, advising wealthy clients on their wealth management needs. Before joining Fiducia he spent two years as a Senior Private banker at Kleinwort Benson Private Bank. Contact Adrian
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. Gordon is currently studying for a Master Degree in Wealth Management with the Securities Institute. Contact Gordon
Dean Aitchison BSc (Hons), IMC works in our investment team and is repsonsible for portfolio managment and investment research. Having graduated from the University of Essex with a degree in Mathematics, Dean has gained his Certificate in Financial Planning and the Investment Management Certificate. Contact Dean
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
Richard Pake TEP, Chartered Financial Planner is a Registered Trust and Estate Practitioner. He has substantial trust, taxation and estate planning experience gained through his varied thirty year financial services career. Joining Fiducia in May 2009 as Practice Manager, he heads up our advisory support team and provides specialist advice to our advisers.Contact Richard
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.
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