Wealth Management Adviser

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.

Advice is judged by results, not by intentions

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

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.

Step 1 Initial Engagement

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.

Step 2 Proposal

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.

Step 3 Formulation of Advice Report

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.

Step 4 Discussion & Implementation

A further meeting then takes place for your feedback and response in order to hopefully arrive at an agreed course of action and implementation.

Step 5 Monitor & Review

Once your strategy is in place, regular reviews are scheduled to ensure it is checked and maintained.

Step 6 Continued Expertise

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’

Book your free, initial meeting here

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.

Corporate Brochure

Fiducia Wealth Management have a true gem with Susie as part of their team

My mother used Fiducia Wealth Management for her financial advice and was extremely satisfied with their service. Seeing first-hand what a sound company they were I was happy invest with them, and have to say am more than satisfied in having Susie Laws acting as my Financial Planner. She is extremely diligent in her work, incredibly efficient (I cannot stress that enough) and, well in short, an absolute delight to work with. Having someone who takes time to understand your needs, provide qualified advice which is genuinely in your best interests as well as always being on hand to answer any queries and to go the extra mile(s) to assist you is not that easy to find. Fiducia Wealth Management have a true gem with Susie as part of their team – it is a privilege to be their client.

Jo Purcell

Susie has demonstrated a firm understanding of my requirements and I am only too happy to endorse her service skills.

For the past year, Susie has been actively involved in converting my pension investments, currently held in a SSAS, into a SIPP. Throughout the whole process Susie has demonstrated a firm understanding of my requirements and I am only too happy to endorse her service skills.

John Mellanby Managing Director - Essex

My main concern was to appoint someone who places my needs at the centre of their advice rather than their own financial gain. I am very comfortable that Susie and Fiducia do this

Susie has guided me in terms of my pension and personal investments in a very professional way. My main concern was to appoint someone who places my needs at the centre of their advice rather than their own financial gain. I am very comfortable that Susie and Fiducia do this which has encouraged me to put further faith and business in her hands.

Mr Ashton

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

Interested in working with Fiducia?

Email Fiducia

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