Fiducia Wealth Management
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The last month has seen a lot of positive changes as the world starts to open again and the vaccine roll out gathers pace, but closer to home we’ve also had some bright developments here at Fiducia.

We are delighted to announce that Laura King, formerly Client Services Administrator, will formally be joining TST full time as a Trainee Paraplanner.  As some of our clients and friends will know, Laura has been working hard on her RO studies while managing her full-time job and so we’re sure that you will all agree that big congratulations are in order.  Well done Laura!

As a result of Laura’s move into TST (Technical Support Services) and other forthcoming changes, Seb’s role as Senior Paraplanner will also be changing slightly. He will now be heading up and coordinating work for the whole paraplanning team.  Congratulations Seb!

In other news, we are delighted to be welcoming some new faces to the Fiducia family. From the start of May, Rob Reed started his new role as Client Services Administrator, Jack Walmsley joined as Trainee Adviser, while Rob Wood has come into the team as a Financial Adviser. We are thrilled to bring such great individuals together and are sure our clients will very much enjoy working with them. We feel very fortunate to have such a great bunch of people here.

We also must take this opportunity to send the very best wishes to Josh Gupta and Michael Macleod who have moved onto new exciting roles. We wish them the very best in their careers and thank them for their dedication to both us and our clients.

As we continue to grow and adapt under Gordon and Susie’s leadership, we look forward to sharing more news with our friends and clients very soon.

 

 

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 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