A history of awards and recognition at Fiducia: 2009–2018
Recognition for Fiducia Wealth Management did not begin with the awards featured on our website today.
Fiducia’s history of professional recognition stretches back to 2009
Between 2009 and 2018, Fiducia and members of our team were recognised across a wide range of areas, including financial planning, investment advice, retirement advice, tax and estate planning, paraplanning and the strength of the firm as a whole. We were also recognised among the UK’s Top 100 financial advice firms on several occasions.
Awards are not why we do what we do. However, looking back provides an interesting record of Fiducia’s development and the standards our team has sought to maintain over many years.
2009–2018: Our recognition through the years
2018 – continued recognition for Fiducia
Winner
Adviser Firm of the Year: Midlands & East Anglia
Awarding body: Professional Adviser
Fiducia was recognised at firm level as Adviser Firm of the Year for the Midlands & East Anglia.
Commended
Best Investment Adviser
Awarding body: Money Marketing Awards
The year also brought further recognition for Fiducia’s investment advice, with a commendation in the Best Investment Adviser category. Together, these achievements provided a fitting conclusion to the period covered by this historical timeline.
2017
Finalist
Tax & Estate Planner of the Year
Awarding body: Professional Adviser
Fiducia was recognised as a finalist in the Tax & Estate Planner of the Year category, adding tax and estate planning to the range of areas in which the firm had received professional recognition.
2016 – an exceptional year for recognition
TOP 100 RECOGNITION
Top 100 UK Wealth Adviser
Awarding body: Citywire New Model Adviser
Winner
Investment Adviser of the Year
Awarding body: Investment Life & Pensions Moneyfacts Awards
FINALIST
Small Adviser of the Year
Awarding body: Money Marketing Awards
FINALIST
Best Investment Adviser
Awarding body: Money Marketing Awards
FINALIST
Best Retirement Adviser
Awarding body: Money Marketing Awards
FINALIST
Paraplanner of the Year – Richard Heath
Awarding body: Money Marketing Awards
2016 was a particularly memorable year for Fiducia.
Recognition came at national, firm and individual level, including a major win for Investment Adviser of the Year, Top 100 recognition and four Money Marketing Awards finalist places.
What makes the year particularly pleasing to look back on is the breadth of that recognition. It covered investment and retirement advice, the firm as a whole and the work of Richard Heath as a paraplanner – reflecting the contribution being made across different areas of Fiducia.
2015 – success across several areas of financial advice
WINNER
Best Investment Adviser
Awarding body: Money Marketing Awards
RUNNER-UP
Best Retirement Adviser
Awarding body: Money Marketing Awards
FINALIST
Adviser Firm of the Year: Midlands & East Anglia
Awarding body: Professional Adviser
2014
RUNNER-UP
Best Investment Adviser
Awarding body: Money Marketing Awards
RUNNER-UP
Best Small Company IFA
Awarding body: Money Marketing Awards
Fiducia achieved runner-up recognition in both categories during 2014, continuing the momentum of the previous two years.
2013 – national recognition and a major award win
TOP 100 RECOGNITION
Top 100 UK Financial Adviser
Awarding body: Money Marketing Awards
Fiducia retained its place among the New Model Adviser Top 100.
RUNNER-UP
Best Small Company IFA
Awarding body: Money Marketing Awards
Fiducia was also named Best Small Company IFA, providing another significant national recognition for the firm.
FINALIST
Best Investment Adviser
Awarding body: Money Marketing Awards
Together, these achievements made 2013 another important year in Fiducia’s developing history of professional recognition, combining Top 100 status with an award win and further recognition for investment advice.
2012 – the beginning of a particularly strong period
TOP 100 RECOGNITION
Top 100 UK Financial Adviser
Awarding body: Citywire New Model Adviser
Fiducia received national recognition through inclusion in the New Model Adviser Top 100.
COMMENDED
Moneyfacts Good Advice Awards
Awarding body: Moneyfacts
Fiducia also received a commendation at the Moneyfacts Good Advice Awards.
FINALIST
Best Investment Adviser
Awarding body: Money Marketing Awards
With recognition from several different organisations across the financial advice profession, 2012 marked the beginning of a particularly strong period for Fiducia, which continued over the years that followed.
2009 – where our awards story begins
Winner
Adviser Award for the East of England
Awarding body: New Model Adviser / Citywire
Winning the East of England Adviser Award provides a fitting starting point for this timeline.
Coming relatively early in Fiducia’s development, the recognition marked the beginning of a history of awards and professional recognition that would continue to grow over the following decade.
Coming relatively early in Fiducia’s development, the recognition marked the beginning of a history of awards and professional recognition that would continue to grow over the following decade.
Recognition across the financial advice profession
Looking back, what stands out isn’t simply the number of times Fiducia appears in awards and recognition. It is the breadth and longevity of that recognition.
Between 2009 and 2018, Fiducia and members of our team received recognition spanning:
Investment advice • Retirement advice • Tax and estate planning • Financial advice • Paraplanning • Adviser firm performance • National Top 100 recognition
It also came from a variety of organisations and publications across the UK financial advice and financial services profession, including Money Marketing, Moneyfacts, Professional Adviser and New Model Adviser/Citywire.
For us, that variety is an important part of the Fiducia story.
Our more recent achievements are not isolated successes. They continue a tradition of professional recognition stretching back many years, involving different areas of financial planning, different members of our team and different awarding organisations.
The story continues
This historical timeline ends in 2018, but Fiducia’s story of professional recognition does not.
From 2019 onwards, our Awards & Recognition section brings the story up to date, featuring more recent recognition for Fiducia Wealth Management alongside the individual achievements of members of our team.