Wealth Management Advisor

We are an established and multi award winning firm which provides a first class service covering all aspects of financial advice for private clients, business owners and trustees.

Advice is judged by results, not by intentions

Marcus Tullius Cicero (106BC - 43BC) Roman Consul, Philosopher and Politician

While our offices are in Constable Country, on the Essex/Suffolk border, we act for clients throughout the East of England, London and nationally. Integrity and transparency are our core values.

Our client relationships are discreet and highly confidential. They tend to be long term in nature and borne from a detailed understanding of our clients’ immediate financial circumstances and future aspirations.

Our team are professionally qualified of high calibre and committed to a programme of ongoing professional development to ensure each client receives up-to-date and pertinent advice. This in turn leads to long term client relationships, which we believe are crucial to the development of trust and confidence.

Each client relationship is personally overseen by a dedicated adviser who has overall responsibility supported by other experienced colleagues, in the client services team.

Whether you are looking for general financial advice or a specialist service, such as investment management or estate planning, our wealth management advisors would be delighted to meet you for an initial discussion for which there is no charge.

We look forward to the future now as the past has been very stressful

We would just like to say thank you for the meeting this afternoon, we feel that we have made the right choice in putting our financial Investments with you. It is a time of change for us and it is important that we feel someone is there to guide us as we move into a new chapter in our lives. We look forward to the future now as the past has been very stressful, and although it gave us financial security, it came at a high cost health wise. A new less hectic life awaits us although I will have to stop spending so much on little rewards!

Fiducia Client

My thanks to you and the team for your help

You may recall that our affairs were so fragmented that I had to resort to A3 paper in order to be able to read the print out of my spreadsheet. I am pleased to say that I am now back to using A4 paper, so matters are becoming simpler and clearer. My thanks to you and the team for your help with this (and for saving a few more trees).

Fiducia Client

Fiducia are an unfailing helpful and knowledgeable group of people whose investment analysis and advice has helped grow my pension and savings portfolio over the many years I have been privileged to have them as my financial advisers. Their careful analysis of my risk profile and their choice of funds for me have increased the value of my portfolio despite the global market upheavals of recent and less recent memory. I find their regular market surveys distributed to clients to have an impressive depth of knowledge. I have no hesitation in recommending their services to friends and family and will continue to do so.

Mr Brown Solicitor, Hadleigh in Suffolk

Fiducia have treated me so well over the years moving my money around, so that overall I have gained and recently when they knew I was considering cashing in my pension they suggested I move it to ‘safe’ investments.

I have had my pension with Fiducia for many years. I am not a big investor. Fiducia have treated me so well over the years moving my money around, so that overall I have gained and recently when they knew I was considering cashing in my pension they suggested I move it to 'safe' investments, as the referendum was about to happen and as we have seen this was excellent advice. This is why they are so good. They suggest actions to the client and are in frequent contact. Previously I was with two different companies and was basically left alone and when I was contacted, it could be from any number of people, whereas the same person has always dealt with me at Fiducia. I have watched this company grow, always putting the client needs first and not just those with large pension pots!

Mrs Clibborn Business Owner, London

The team at Fiducia are consistently professional and successful in managing our affairs, they listen to our preferences and act in our best interest.

The team at Fiducia are consistently professional and successful in managing our affairs, they listen to our preferences and act in our best interest. The communication, commentary and advice that they regularly issue is valuable and reassuring in these volatile times.

Mr Lansdown Business Owner, Brighton, Sussex

You are always so calm, courteous and reassuring.

It is always a pleasure to speak with you on the telephone. You are always so calm, courteous and reassuring.

Mrs Scott Retired, Colchester

Interested in working with Fiducia?

Email Fiducia

+44 (0)1206 321045 Office hours: 9am - 5pm