Fiducia Wealth Management
Posted in Financial Advice, Trusts on 02.02.09

Our Practice Manager, Sarah Travers is due to begin six months maternity leave from the end of June and as a result we have made certain changes within Fiducia which will add to our resources and further improve the services we provide. Richard Pake is joining us in early May and will be taking on the role of Practice Manager when Sarah begins her leave.  Initially he and Sarah will be working together to ensure there is a smooth hand over of responsibilities.

Richard is highly qualified and very experienced.  He is a Chartered Financial Planner and a member of STEP (Society of Trust and Estate Practitioners) with an extensive knowledge of the use of trusts in generational planning.  Richard has most recently been working in London in a similar senior role.

We are delighted that Richard is joining the team here at Fiducia. We also look forward to welcoming Sarah back in January next year when she will become a financial planner directly responsible for the advice provided to individual clients. She will of course remain a Director of the Company.

 

If you would like to know more about us and how we as Financial Advisers can help you manage your financial affairs visit our home page: Home Page or send us email at: email@fiduciawealth.co.uk

The information contained in website is for guidance only and does not constitute advice which should be sought before taking any action or inaction. The information is based on our understanding of legislation, whether proposed or in force, and market practice at the time of writing. Levels, bases and reliefs from taxation may be subject to change. Accordingly no responsibility can be assumed by Fiducia Wealth Management Limited, or any associated companies or persons, its officers or its employees, for any loss occasioned in connection with the content hereof and any such action or inaction. Professional financial advice is necessary for every case.

Fiducia are an award winning firm of Financial Advisers based in Dedham near Colchester situated in the heart of Constable Country on the Essex Suffolk border. www.fiduciawealth.co.uk

Fiducia Wealth Management Ltd. Dedham Hall Business Centre, Brook Street, Dedham, Colchester, Essex, CO7 6AD.

Fiducia Wealth Management Ltd. is authorised and regulated by the Financial Conduct Authority.. FCA No. 408210

Fiducia Wealth Management
Posted in Financial Advice, Trusts on 02.02.09