Fiducia Wealth Management
Posted in Financial Planning, Awards, Wealth Management on 17.02.20
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After completing another stringent application to renew our Chartered status, we are delighted to announce our standards have once again met the criterion demanded of the Institute and our status has been upheld.

Whether looking for professional financial advice on such important issues as Financial Planning & Investment Advice, Retirement Planning or Estate Planning matters, we’re often recommended to seek an Independent Financial Adviser who has achieved Chartered Financial Planner status.

But what does this mean? And why does it matter?

A Chartered Financial Planner is someone with considerable academic qualification and technical knowledge that backs up their advice and guidance. The Chartered Insurance Institute (CII) consider a Chartered Financial Planner as the “gold standard of financial planning” for ethics and professionals.

A Chartered Financial Planner would have successfully passed through several examinations in many areas such as Taxation, Trusts, Pension, Investment and Financial Planning. This is something which Senior Financial Advisers Susie Laws and Josh Gupta have done.
In a profession handling such sensitive and important matters that impact people’s lives so dramatically, transparency and standards of professionalism cannot be overstated.

The status offered to a Chartered Financial Planner is recognised through the CII or CISI Chartered Financial Planner logo and sets them apart from other advisers. You will find our own CII Chartered status displayed throughout the website and can also watch a short video explaining why you should choose a Chartered Financial Planner.

A Chartered Financial Planner will understand and thoroughly analyse your financial position prior to recommending a researched and relevant solution for you to consider. All advice is confirmed through suitability of advice reports, which help you make better informed financial decisions. Chartered Advisers are often specialists and experts in certain areas and you can see this on each of our advisers’ profiles. The true value of using a Chartered and Independent Financial Adviser comes in the confidence you get from the planning process, the understanding of the products you hold and improving financial security. As for Fiducia Wealth Management’s award-winning team, we take a uniquely personal approach to each client. Ultimately, people do business with people. Moreover, they do business with people they trust.

Give us a call to book your free initial meeting or visit our website to learn more about how financial advice can help you and your family

Fiducia Wealth Management
Posted in Financial Planning, Awards, Wealth Management on 17.02.20

If you would like to know more about us and how we as Financial Advisers can help you manage your financial affairs visit our home page: Home Page 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.

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