Fiducia Wealth Management

“It’s always surprised me how we think nothing of insuring our cars, pets, mobile phones and homes but our income and life can wait. Financial protection is an important area of financial planning that I feel very passionate about.”  –   Michael Macleod, Financial Planner

As a firm that’s proud of our professional and business connections, as well as longstanding client-relations, we have partnered with HD Consultants to deliver a free webinar focusing on Financial Protection.

HD Consultants & Fiducia Wealth Management invite you to an informal Q&A session dedicated to Financial Protection. Bringing together the expertise of two highly respected and independent advice firms, this informal Q&A clinic will be an opportunity to receive expert and direct answers to your questions relating to complex issues of financial protection in all areas of your, and your family’s, life.

Where: Online

When: Tuesday 15th September @ 10.30 – 12 noon

How: Register for FREE

Questions you can expect to be answered:

  1. As a company director, I wondered if there is a better way to pay for my life assurance?
  2. Covid19 has made me think more about financial protection for my family. What are the options?
  3. Is financial protection expensive and will it pay out?
  4. What’s in it for me?
  5. Couldn’t my family just take over the mortgage?
  6. Should I put my life insurance policy in trust?

Representing Fiducia Wealth Management – Michael MacLeod, Financial Adviser, DipPFS, Cert CII (MP & ER)

Michael is a financial adviser and a specialist in protection. He has amassed 13 years of experience in financial services ranging from retail banking to mortgages and, more recently, obtaining the diploma in regulated financial planning. His belief is that small changes can make a big difference. To this end, his community outreach involves delivering presentations to schools and seminars to firms and small businesses, with the wider mission to make financial planning and financial advice more accessible to all.

Representing HD Consultants – Austyn Johnson, Financial Consultant CeMap

Austyn came on board with H D Consultants in late 2018 and has since gone from strength to strength. His background is as an Aerospace Engineer, but in 2017, retrained as a Financial Adviser and now loves his work. Co-Founder of www.mortgagesforactors.com , Austyn is always looking to help people who struggle on the path to property and protection. His clients range from the elderly lady across the road, full time landlords with scores of houses to musicians and film actors.

We hope you will join us.

If you have any specific questions that you would like answered at the session, then please email melissa@fiduciawealth.co.uk and we will ensure that the most suitable adviser addresses them.