Essex-based Chartered Financial Planning firm, Fiducia Wealth Management has made the New Model Adviser Top 100 list for 2019, meeting a rigorous set of ‘best practice’ criteria.

Posted in Fiducia News, Awards, Financial Advice on 30.10.19
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Another month, another award. We are absolutely delighted to have been recognised at the top of our game for the fifth time, making the New Model Adviser Top 100 list of financial planning firms considered ‘best in class’. Organised and published in association with City Wire magazine, the New Model Adviser Top 100 celebrates and signposts the best of the financial planning community, covering areas ranging from investment through to fees, and from training through to succession planning, client education and  diversity.

To be recognised within this select group is a tribute to our commitment to the highest standards, both in terms of delivering for our clients and for our staff.

Commenting on this achievement, Gordon Kearney, Managing Director of Fiducia Wealth Management, said: “Being recognised amongst the profession’s ‘best in class’ is a huge honour to each member of our team. We’ve been working incredibly hard to develop our digital strategies whilst continuing to deliver at the highest standard, both for clients and for fellow professionals. Privileged to work in the profession we do, this recognition is enormously welcome and demonstrates that our clients are at the heart of everything we do.”

The 2019 list celebrates the finest financial planning firms judged over the last 12 months and highlights those utilising marketing and digital presence to enhance their client experience.   “Over the past 12 months, we’ve worked tirelessly to optimise our digital strategy to attract a younger audience, while continuing the professional development of our team, so we are rightly delighted to make the New Model Adviser Top 100”, says Kearney.

Posted in Fiducia News, Awards, Financial Advice on 30.10.19

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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.

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