Fiducia Wealth Management are a multi award-winning Chartered Financial Adviser in Colchester, Essex, authorised and regulated by the Financial Conduct Authority (FCA). Established in 2004, we became regulated with the FCA in January 2005 as an Independent Financial Adviser.
We are proud to have been awarded Chartered Financial Planning Firm status, one of only about 700 firms in the UK, selected from over 20,000, to hold this designation. Having achieved the coveted Corporate Chartered status, we adhere to much higher standards of integrity and professionalism than most financial advice firms.
We are wealth managers in the truest sense, offering a complete ‘in-house’ advisory management solution for all clients, led by our specialist Investment Committee. We do not believe in a one size fits all approach and treat all our clients on an individual basis. Therefore, each solution is carefully tailored to a client’s personal needs and objectives.
Our core values are Integrity, openness and transparency.
Fiducia’s evolution reflects a culture of constantly embracing change to improve the scope and quality of the advice and service we provide. This commitment can be seen in our ongoing investment in the very best people and the latest technologies. We have been awarded or shortlisted for an award every single year for the past nine years and are a multi-award-winning company that continues to progress.
Our team in Colchester have many years of collective experience advising private clients, business owners, trustees, and charities. This experience has afforded us a unique understanding of how best to provide the personal care, detail, and quality of advice that knowledgeable clients expect to receive.
We use a tried and tested six step framework, taking clients from the initial consultation through to research and recommendations and, finally, to the review stage.
The initial or discovery meeting is without cost or obligation and is to enable you to decide if you wish to appoint Fiducia to act on your behalf.
Following that meeting we will write and set out what we understand are your key concerns and goals and their prioritisation. At that time we will also clearly set out our fees to report and advise on that agenda.
If you give your agreement we will collate and analyse all the relevant detail in order to produce a report and recommendation for you to consider.
A further meeting then takes place for your feedback and response in order to hopefully arrive at an agreed course of action and implementation.
Once your strategy is in place, regular reviews are scheduled to ensure it is checked and maintained.
We continue to deliver our expertise to you on an ongoing basis to ensure you stay on track to meet your financial objectives
What does Fiducia do?
We have a proven track record of delivering outstanding wealth management and financial advice to private clients, business owners, family estates, charities, pension funds and trustees on tax, investments and financial planning.
Our advice can be focused on one or more subjects such as
- Financial Planning
- Investment Management
- Pensions & Retirement Planning
- IHT & Estate Planning
- Later Life Planning
- Protecting Your Family
Seeking financial advice is a big step because it is about you taking action to achieve something that matters a great deal to you. We really do care about that and pride ourselves on delivering a truly bespoke service to you. Our initial consultation is at no cost and no obligation. We feel this is fundamental in establishing trust and building a relationship with you before you incur any fees.
It may be the first time you have seen a financial adviser or perhaps you are sceptical about the profession as a whole.
We understand it can be daunting, so we are transparent about how the process works.
For a greater understanding of our services and how we can help you achieve your financial goals, see ‘what we do’