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Wealth Management & Wealth Preservation

Investment Management

Our dedicated team of investment specialists are responsible for providing you with a comprehensive Investment Management service.

We take the time to fully understand what is important for you in terms of managing your investments:

  • Attitude to investment risk
  • Time horizon
  • Future cashflow requirements
  • Present and future income needs
  • Taxation
  • Overall financial planning goals

We offer a full range of investment strategies, suitable for cautious through to adventurous investors, as well as for those seeking income or growth, or a combination of the two.

Our investment strategies can be tailored to portfolios of any size, whether to accumulate wealth, typically during the middle stages of life, through to the preservation or in latter life where higher income and capital spend maybe necessary. A fully bespoke service is available where portfolio values are in excess of £1million.

All of the portfolios are actively monitored on a regular basis and can be viewed online at any time. We provide you with regular reporting, review recommendations, including valuations, performance and market overviews.

Investment Process

Our investment process can be summarised in 5 steps...

Investment Philosophy

We believe that effective Investment Management stems from robust and consistent investment strategies...

Assessment of Risk

Understanding investment risk is the key to the management of each client’s portfolio. The starting point is always the accurate identification of each client’s risk profile which in turn considers both risk attitude and risk tolerance.

Fiducia Mastertrust

The Fiducia Mastertrust account provides you with a single, integrated investment management service together with a secure, 24 hour, on-line facility to view the composition and performance of your portfolio.