A financial adviser with over ten years’ experience in both the UK and Australia is celebrating achieving chartered status.

Fiducia Wealth Management
Posted in Fiducia News on 15.02.19

Josh Gupta is the latest adviser at Fiducia Wealth Management to achieve the accolade, and it comes just a few weeks after the Dedham-based company announced it had been awarded the corporate Chartered Financial Planners status.

Josh said: “I am delighted to have achieved the coveted Chartered Wealth Manager status and it’s a great way of proving my commitment to the profession and my desire to continually move forward in my career.

“I joined Fiducia because I am passionate about providing my clients with clear and transparent advice and knew the company prided itself on helping advisers enhance their professional and personal development in order to do that.”

Josh, 38, who lives in the Ipswich area, holds three Master’s degrees in Financial Planning, Commerce and Accounting alongside professional diplomas and certificates in Financial Advice.

He said: “I always focus on taking a comprehensive approach to personal financial planning, understanding a client’s personal values before providing a tailored solution.

“I have always taken pride in listening to what’s important to clients and then taking a strategic approach in designing a bespoke financial plan to achieve the desired result.”

Following the news, Fiducia’s managing director Gordon Kearney said: “We’re incredibly proud of Josh for achieving chartered status as it takes a great deal of hard work and commitment to obtain.
“His accreditation also further demonstrates Fiducia’s commitment to ensure we have the best people as part of our team providing the best services to our clients throughout Suffolk, Essex and beyond.”

If you’re interested in a free, no obligation initial meeting with Josh or another financial adviser from Fiducia, contact a member of the team via fiduciawealth.co.uk or call 01206 321045.