The Advice Team
John Millican
Cert PFS.
John is the founder and Managing Director of Fiducia. He joined Royal Insurance from school many years ago, moved to Keith Shipton & Co. and then Bowrings, at the time the biggest Brokers in the UK, setting up and running the regional office in Colchester.
He established the first of his businesses back in the late 1970′s progressively leading to the founding of Fiducia in 2005.
John’s experience spans more than 30 years during which time he has developed close relationships with the heads of family owned and run businesses which themselves span generations and which has lead to a strong belief in the important principles of multi generational planning. His specialisms include complex pension, investment, tax and trust issues.
John and his wife Catherine have lived in Dedham for over 28 years and have three wonderful daughters. He is a past President of the Rotary Club of Colchester Centurion, a lifelong Ipswich Town supporter and season ticket holder and an aviation enthusiast so much so that his daughters can recognise the distinctive sound of a Merlin engine. John attends as many historic aircraft displays as he can and frequently flies in the right hand seat of a friends aircraft which is based at Earls Colne airfield.
Specialisms:
“I have known John Millican for over 20 years and he has advised my wife and I on a personal basis in respect of our financial affairs and in addition has looked after pension planning, life assurance and other general financial matters for my business partners and staff in Clarke & Simpson. We have always found John and his staff attentive to detail and are pleased with the approach in trying to help us with financial planning for the future.”
Chris, Business Owner, Woodbridge, Suffolk
“I have employed Fiducia since 2009 to help with my financial planning. The nature of my business required the help of a highly sophisticated and experienced adviser. In John Millican at Fiducia I found just the man. He was both highly personal and professional in developing an innovative and bespoke solution for my financial planning needs. I would have no problems in recommending John or Fiducia”
James, Entrepreneur, Woodbridge, Suffolk
“I really enjoyed meeting you today. I came away feeling that at last I was, in safe hands.”
Retired client, Romford, Essex
“Such vigilance is hugely appreciated”
Chris, Business Owner, Woodbridge, Suffolk
“
I have been delighted with the courtesy and prompt attention from all the staff at Fiducia and would like to say how much its appreciated.
”Elizabeth, Retired Client, Romford, Essex
Gordon Kearney
BA (Hons), IMC
After graduating in 2000 from Essex University with a degree in History & Politics Gordon began his career in Financial Services with the Royal London Group in Colchester working in their pensions department. In 2002 he was selected and seconded to Edinburgh to work for Royal London’s sister company Scottish Life. While in Scotland he was principally responsible for managing the companies group personal pensions.
After 18 months of commuting and working in Edinburgh he returned to Colchester and join Fiducia in 2004 to develop their investment management service as Head of Investments. In 2005 he was made a director of the company and since 2010 he has had a client facing role. Not surprisingly Gordon’s specialism is investments but he also provides broad financial planning advice. Typically he works with young aspiring professionals, business owners and company directors.
He holds the Investment Management Certificate and Financial Planning Certificate and is studying for his Diploma in Financial Planning.
Outside of work Gordon is an active member of Colchester Colne Round Table; he sits on the board of a local educational charity, the Colchester Career Academy and has recently started working with the local disabled charity, Dancing Giraffe. Gordon is devoted to his young family and his beloved Liverpool FC.
Specialisms:
- Protecting and safe guarding your families future
- Investments and portfolio management
- Alternative Investments – Venture Capitalist Trusts (VCTs)
- Financial Planning
“In January 2009 I was sitting on my patio, in sunnier climes , reading the financial pages of the "Telegraph". Having shortly before suffered at the hands of a well known firm of financial advisors my eye was drawn to an article headed "Industry leading lights reap rewards for independent advice". The article then proceeded to bestow an award to eight financial advisors each representing an area of the United Kingdom. For the eastern area this went to the Colchester based firm of "Fiducia Wealth Management who have since provided me with the level of expertise and service I was looking for.”
Retired client, Colchester
“I recently employed Fiducia Wealth Management to help me with my financial affairs. My adviser, Gordon, helped me to understand and prioritise my financial planning needs and goals and together we developed a plan to meet my needs and achieve my financial planning goals. My dealings with Fiducia Wealth Management have been extremely professional and pleasantly surprising!”
Chris, business owner, Cromer, Norfolk
“Gordon has provided professional financial advice that has been geared towards my needs. He took the time to understand my requirements and to put forward a suitable plan to meet my immediate and long term requirements. He is backed by a team that is able to review the myriad of available options and to recommend the most appropriate policy/investment.”
Kirit, Managing Director, Colchester, Essex
“Gordon Kearney and his team at Fiducia have been fantastic in helping me bring all my investments under one umbrella. His expertise and thoroughness has given me the confidence to take a back seat and get on with what I do best. Everything we have done over the last two years has been clearly explained and with utter transparency. His background knowledge and ability to produce figures and statistics of any product under discussion has meant that I feel the right decisions have been made at every stage in the process of creating wealth for whatever future eventuality.”
Tim, Managing Director, Colchester, Essex
“I have just seen the item in today's East Anglian about your nomination and short-listing for the Money Marketing award. It must be very pleasing for you - as it is for me, your client! Congratulations!
”Retired client, Woodbridge, Suffolk
Sarah Travers
LL.B. (Hons), DipPFS
Sarah graduated in Law in 1994 and entered the Financial Services profession in 1997. She advises on all aspects of financial planning, including a dedicated service aimed at meeting the particular needs of women. Sarah is also a pension specialist which means she can advise on all types of pension arrangements. Sarah recently passed the Chartered Insurance Insitute’s paper on Long Term Care planning and is working towards Chartered Financial Planner status.
Sarah is married with a young family that keep her busy outside the office. When time allows she enjoys cycling, country walks and socialising with friends and family, preferably over good food and wine.
Specialisms:
“Sarah has advised both myself and my family for a number of years. One of Sarah's particular strengths is that in meetings and conversations on the phone she is able to make recommendations using plain, jargon-free English.”
Robert, Business Owner, Colchester