Developments in Dedham – June 2025

It’s been a while since we last shared an update on the exciting progress taking place within our team here in Dedham. As always, change at Fiducia is driven by a commitment to continuous improvement – for our clients, our people, and our profession. Today, we’re proud to share several significant milestones and happy news from our growing family.

Rob Wood and Seb Eaton Appointed Associate Directors

We begin with a sincere congratulations to Rob Wood and Seb Eaton, who have both been promoted to Associate Director. Rob and Seb have demonstrated outstanding leadership and professionalism, consistently upholding the Fiducia ethos of client-focused financial planning. Their appointments reflect our commitment to nurturing talent internally and building long-term leadership for our firm.

Strengthening Cyber Security: Cyber Essentials Certification

In an increasingly digital financial landscape, the security of client data is paramount. We’re pleased to confirm that Fiducia has achieved Cyber Essentials Certification – a government-backed standard that demonstrates robust defences against the most common cyber threats. This reflects our proactive approach to compliance and operational integrity, reinforcing the trust our clients place in us.

Welcoming Lewis to the Team – and Celebrating His Diploma

We’re delighted to welcome Lewis to the Fiducia team. A university graduate with a passion for financial planning, Lewis joined us recently in a support role and has already made a strong impression. Even more impressively, he has achieved his Diploma in Regulated Financial Planning through independent study in his own time – a testament to his dedication and ambition. We look forward to supporting him as he builds his career with us.

Verity Completes Diploma in Regulated Financial Planning

Another standout academic achievement comes from our Paraplanner, Verity, who has also gained her Diploma in Regulated Financial Planning. Her accomplishment strengthens the technical foundation of our advice process and enhances the quality of support we offer clients. We’re incredibly proud of Verity’s professionalism and commitment to ongoing learning.

A Personal Milestone for Loren Fuller

And finally, some wonderful personal news: Loren Fuller, our Client Services Manager, is expecting a baby! Loren has played a pivotal role in client care and team support, and we couldn’t be more pleased for her as she prepares for this exciting new chapter.

Looking Ahead

These developments represent more than just internal news – they symbolise Fiducia’s values in action: growth, professionalism, and care. Whether it’s achieving industry-recognised qualifications, safeguarding data, or nurturing the wellbeing of our people, we remain committed to excellence.

Thank you for being part of the Fiducia journey.