Wealth Management & Wealth PreservationMulti award winning chartered wealth management
Fiducia adviser shortlisted for national award
A Fiducia adviser has been shortlisted for a national award in recognition of her work advising people on their pensions.
Lauren Peters, senior financial adviser at Fiducia Wealth Management Ltd, has been shortlisted for Adviser of the Year at the Professional Pensions Women in Pensions Awards 2019 and joins 13 others on the list from across the country vying for the coveted title.
Upon notification that she’s been shortlisted Ms Peters said: “It’s an incredible honour to receive this nomination in recognition for my work in and around the Chelmsford area.
“I pride myself on getting to know my clients and knowing what drives them when it comes to planning for their future. That way, I feel I can really offer them the best advice to suit them and their future goals.
Gordon Kearney, managing director at Fiducia Wealth Management Ltd, said: “It’s wonderful news to hear that Lauren has been shortlisted for this award and further demonstrates the work that all of our advisers put in to ensuring that our clients receive the best possible advice from us.
A ceremony will take place in London on 11 July where the winner will be announced.
If you would like to know more about how we as Financial Advisers can help you with your or a loved one’s Long Term Care needs and general latter life planning then visit the Later Life Planning section of our website: Later Life Planning or send us email at: [email protected]
The information contained in our website is for guidance only and does not constitute advice which should be sought before taking any action. 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 occurred in connection with the content hereof and any such action. Professional financial advice is recommended for every case.
Fiducia is a multi 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
