Chartered Status

Fiducia has been awarded the prestigious accolade of Chartered Status, the pinnacle of academic training within the financial services industry reflecting Fiducia’s commitment to further raising standards of knowledge and professionalism.

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Existing clients Why Choose Us? Professional connections

Fiducia Wealth Management

An established and multi award winning firm providing a first class service on all aspects of financial advice for private clients, business owners and trustees.

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Estate & IHT Planning

The wish to leave wealth to future generations and to avoid unnecessary Inheritance Tax are often key considerations. However, the understandable concern for your children and grandchildren has to be balanced with your own financial needs for the rest of your life.

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Integrity and openness are our core values and we recognise that no two clients’ requirements, situations and objectives are the same – our advice and solutions are therefore bespoke.
Gordon KearneyManaging DirectorFiducia Wealth Management
About Fiducia

Fiducia always deliver expert and constructive advice...

Fiducia Wealth Management is a multi award-winning firm of independent financial advisers (IFA) and Chartered financial planners based in Colchester, Essex. We provide expert financial planning, investment management, pensions, retirement planning, inheritance tax advice, wealth protection services and later life care funding (care fee planning) guidance and solutions to individuals, families, businesses owners as well as to trustees and charities across Essex and the East of England region as well as nationally.

With offices located conveniently in Colchester, Chelmsford and Brentwood, our team of qualified financial advisers offer tailored financial strategies, effective investment portfolio allocation, robust performance reporting and ongoing services to help clients achieve their financial and lifestyle aspirations at any stage of life.

We work with clients locally as well as professionals nationwide to provide comprehensive, holistic financial planning and prudent investment management. Speak to one of our expert IFAs today to discuss your unique needs and goals.

What we do

Fiducia's Qualities

  • Chartered Independent Financial Advisers
  • Unbiased Financial Advice
  • Goals & Objectives led Financial Planners
  • Fee Based
  • Highly Qualified
  • Multi Award Winning
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