Fiducia Wealth Management - Our Credentials
Fiducia Wealth Management was formed in 2003 but has a history through it's predecessor Company which dates back to 1986. It's evolution reflects a culture of embracing change to constantly improve the scope, quality of advice and service we provide. This commitment is evident in our ongoing investment in the very best people and the latest technologies.
As a team we have some 140 years of collective experience of advising private clients, business owners, trustees and charities. That experience has resulted in a very distinctive view of how best to provide the personal care, detail and quality of advice which knowledgeable clients expect.
OUR PEOPLE:
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Advice Team
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John Millican
John is the founder and Managing Director of Fiducia has over 30 years of experience advising clients on the accumulation and preservation of wealth, including complex pension, investment and tax planning issues.
He is a past President of the Rotary Club of Colchester Centurion and a lifelong supporter of Ipswich Town FC. John is also an historic aviation enthusiast and frequently flies copilot out of Earls Colne airfield. Contact John
Read John's client testimonials
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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 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 achieving 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.
Contact Sarah
Read Sarah's client testimonials
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Gordon Kearney BA (Hons), IMC
Gordon heads the Investment Team, leads the Investment Committee and is a Director of the Company. After graduating from Essex University with a degree in History & Politics, Gordon joined Fiducia in 2004 and has been responsible for the development of our investment management service. In addition to this responsibility Gordon is a member of the Advice Team. He holds the Investment Management Certificate and is studying for his Diploma in Financial Planning.
Outside of work Gordon is an active member of Colchester Colne Round Table and also sits on the board of local educational charity, the Colchester Career Academy. In his spare time Gordon enjoys spending time with his young family and watching his beloved Liverpool FC. Contact Gordon
Read Gordon's client testimonials
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Investment Team
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Michael Hughes CBE, BA (Econ), MSc (Econ), FCSI, ASIP, FRSA
Michael is our Economic adviser and a Consultant to our Investment Team bringing the benefit of his outstanding investment experience spanning more than 30 years. Michael was Chief Investment Officer and a Director of Barings Asset Management from 1998 until December 2007. Prior to that Michael was a Managing Director of Barclays Capital, Chairman of Barclays Capital Pension Fund and Executive Director of BZW Gilts Ltd. Michael has been a Council Member of the University of Essex from 1997 to 2006 and is a contributor to numerous newspapers, TV and radio programmes. He is also an investment consultant to Charities, Pension funds and Trusts. Contact Michael
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Dean Aitchison BSc (Hons), IMC
Dean is our Investment Manager and is responsible for overseeing the investment process and day to day management of client portfolios. Dean graduated from Essex University with a degree in Mathematics and holds the Investment Management Certificate. He is currently studying for his Chartered Financial Analysts (CFA) exams. Contact Dean
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Jack Rawcliffe BA (Hons), IMC
Jack is our Investment Analyst and is responsible for all fund research and the investment management process. Jack graduated from Essex University with a 1st class Honours degree in Financial Economics and holds the Investment Management Certificate. Jack is also studying for his Chartered Financial Analysts (CFA) exams. Contact Jack
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Practice Manager
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Richard Pake TEP, Chartered FCSI
Richard joined Fiducia in May 2009 as Practice Manager and Compliance Officer. He leads the Client Services Team which supports the Advice Team.
Richard is a Chartered Financial Planner and Registered Trust and Estate Practitioner with extensive trust, taxation and estate planning experience gained through his thirty year career. Contact Richard
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