There have also been positive changes to personnel here at Fiducia since our last Developments in Dedham update. The client services team is now being led by Louise Charrington, ably assisted by Sarah Doy, Saffron Sinclair, Sarah Hunter and Jade Chick, all experienced professionals in financial customer services living locally in our wonderful county of Essex.
Simon Bonnett has left Fiducia for a new career challenge earlier this year and we wish him well for the future. We welcome Essex University graduate Mantas Jucevicius into our technical services team to assist Richard. Mantas is one of three recent graduates we have working at Fiducia, it is so pleasing that these young people have chosen to join us to develop their careers in financial services with our support.
I am very pleased to be able to report that Richard Heath became a fellow of the Chartered Institute of Insurers (CII) earlier this year and has been short-listed in the Best Paraplanner category of this year’s Money Marketing Awards 2016. As a company, we are also short-listed in the Best Investment Advisor, Best Retirement Advisor and Best Small Company at this year’s awards. Winners in all categories will be announced at a ceremony in London next month.
Richard is also still running, and will be literally ‘wearing the t-shirt’ for Fiducia later this year by competing in the Fiducia Dedham 10k this September, which we are extremely proud to be sponsoring this year. To find out more about the run visit www.dedhamrun.co.uk
Next month sees our third Charity Challenge event on Friday 10 June, where we invite local professionals to undertake sporting challenges for the benefit of charity. This year we will be raising funds for The Rob George Foundation, based in nearby Colchester. To find out more about this local charity or donate online visit www.therobgeorgefoundation.co.uk – we will promote the winners and total raised after the event, but please check our website, twitter feed and Facebook page for ongoing updates!
Director and Practice Manager
Fiducia Wealth Management