Fiducia Wealth Management
Posted in Fiducia News on 24.08.20

There are many things that make Fiducia a little bit different, such as our beautiful location in the heart of the Dedham Vale countryside, but it’s the value of our dedicated team that makes the Fiducia family so special.

Last month, Client Services Administrator Laura King obtained RO3 in Personal Taxation, the latest of her Chartered Insurance Institute (CII) qualifications. To do this is an immense achievement but to do this after completing RO5 in Financial Protection in January, while holding down her full time job is nothing less than extraordinary.

As any one of our clients who has been assisted by Laura will know, she is at once calm, confident and friendly while at the same time possessing all the knowledge expected of someone who is training to become a paraplanner.

We know that our team are what make the Fiducia family so special and that this matters to our clients. We are sure that you will join us in congratulating Laura on talking the next significant step towards her CII qualification Certificate in Paraplanning and wish her the very best on her ongoing career journey with us.

 

 

Fiducia Wealth Management
Posted in Fiducia News on 24.08.20

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@fiduciawealth.co.uk

The information contained in website is for guidance only and does not constitute advice which should be sought before taking any action or inaction. 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 occasioned in connection with the content hereof and any such action or inaction. Professional financial advice is necessary for every case.

Fiducia are an 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