Wealth Management & Wealth PreservationMulti award winning chartered wealth management
'We are delighted to be part of such an elite band of companies'
If I had to say what makes Fiducia great, I would immediately think of our knowledgeable and professional team who are always looking to learn and improve and who display the highest standard of ethical practice at all times.
The above, and much more, has been part of the Fiducia DNA since we formed the company in 2005.
So it gave me great pleasure – and huge pride – when we had our corporate Chartered Financial Planners status confirmed by the Chartered Insurance Institute (CII).
The prestigious accolade is the pinnacle of academic training within our industry and puts us on the same level as chartered accountants.
It is not something easily obtained with only a little over 700 firms achieving the status in the UK.
To maintain the status is going to be even more challenging going forward as proposed changes could mean more stringent rules around gaining your status and maintaining it.
I am proud to say Fiducia has already hit these new tougher guidelines – so we are ready for any change of eligibility.
We are delighted to be part of such an elite band of companies.
It is great to have this badge of honour as further proof of the high standards that run through the heart of the company.
Gaining chartered status was always a logical extension of our day-to-day work and values.
We wanted to formalise this with the prestigious accreditation.
In terms of our clients, this is further validation of everything Fiducia stands for. While for our professional contacts, it cements Fiducia as a name you can trust.
There is no getting away from the fact that it is a painstaking, rigorous and disciplined process but one we haven’t regretted embarking on at any stage.
Corporate Chartered Financial Planners status is a benchmark for excellence.
And we are very proud to say we have achieved it.
This wouldn’t have been possible without the hard work and commitment of our excellent team who have continually driven themselves on to learn and become more and more qualified.
The basic requisite to be an adviser is Level 4 but to be chartered on an individual basis, they have worked their way up to Level 6.
We have got an exceptional advisory team that have gone above and beyond to improve their knowledge, whether while at Fiducia or before arriving here and then continuing it after joining our company.
The end result?
A fantastic accolade that demonstrates the highest level of professional excellence to clients and professional contacts alike.
And a company that has the highest calibre of staff and is a great place to work.
Gordon Kearney
Managing Director, Fiducia
