We are delighted to have been short listed in the prestigious Money Marketing Awards for the fourth year running. The Awards have been running for 25 years and are the gold standard for the financial advice profession.
The categories in which Fiducia have made the final short-list are:
1. Small Adviser of the Year
2. Best Investment Adviser
3. Best Retirement Adviser
4. Best Tax and Long-Term Savings Adviser
Hundreds of competitor firms from throughout the UK have submitted applications, therefore to be in the final six or so in four of the relevant nine categories for adviser firms is an outstanding achievement, so far.
Simon Bonnett, Head of Wealth Management at Fiducia, said the whole company are thrilled. ‘Being shortlisted in so many categories where we are head to head with our peers is recognition that our business is among the national elite. We work hard on behalf of all our clients, and this recognition is confirmation we are doing things right’.
Some of you may remember that Fiducia won the coveted Small Company IFA of the Year award in 2013 and were runners up in 2014.