Wealth Management & Wealth PreservationMulti award winning chartered financial planner
Fiducia is delighted to announce that Fiducia has entered a new chapter, having recently undergone a management buyout (MBO).
The majority of the business is now owned by Directors Susie Laws and Gordon Kearney, after the founder and Executive Chairman, John Millican, sold a majority stake earlier this year.
Established in 2006, Fiducia has earned a loyal client base across the region, while holding the prestigious Chartered status awarded to only 600 firms nationwide.
Gordon, having joined as part of the investment team when the firm was founded, was appointed a director in 2006 and Managing Director in 2018.
The management are confident that the timing was right for a change and reassure clients that legacy will be honoured as the firm continues to provide expert professional advice at the very highest standards.
In a joint statement, Susie and Gordon have said, “we are thrilled to take the helm of this honourable and much-loved firm and look forward to serving our clients and connections with the passion and integrity that have become hallmarks of Fiducia. We feel the future looks very bright”.
We want to thank our clients and their families for their continued support,and we look forward to working with you and your next generation for the next chapter.
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. 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
