Fiducia Wealth Management
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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.

When did you join the Fiducia team and in what role?

I joined Fiducia Wealth Management on 18th January 2021 as Client Servicing Administrator

What would you do (for a career) if you weren’t doing this?

I think I would like to work in retail as a window dresser or a personal shopper. I do appreciate a lovely dressed window, as well as the changes for seasons and key events throughout the year. 

What’s your first task of the day

I like to plan my day first thing and allocate each work task a slot in my diary. The day rarely pans out that way, so I need to be flexible and move tasks on where needed. Closely followed by coffee.

Which part of your job do you most enjoy, and which area is the most challenging?

The variety keeps things interesting  I love not knowing exactly what is in store each day. Whilst the role is similar in the type of work I do, I never know what can crop up and make me think “right what’s the best outcome for the client here?” Time pressures can be challenging and managing client and providers expectations.

What do you most look forward to at the end of the week?

Well, at the moment (in lockdown) this is Friday night dinner (not the TV show), cooked or ordered in by my eldest son and cleared away by my youngest son. We all sit down together and chat, debate and laugh. This is something that rarely happened pre-lockdown.

What I’m looking forward to is the return of community rugby (union). I’m a volunteer at Colchester Rugby Club and have missed my rugby family.

Marks out of ten for your work/life balance?

Currently I’m looking at a strong 8. It takes a while and is always changing, be it on the home front or work, but I’m happy with my work / life balance.

Three words to describe the Fiducia family

Welcoming, knowledgeable, and fun!

 

Fiducia Wealth Management

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 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