7 things you need to know before you use equity release
Posted in Financial Planning,on 08.04.25 Read Your home may be one of the largest assets you own, and unlocking property wealth using equity release could significantly...
Our clients are our keenest advocates. Here are a few examples of what they have to say about us…..
They are proactive with our savings but not reckless.
Fiducia recently moved us onto another platform as they felt our previous one wasn't working hard enough for us, they are proactive with our savings but not reckless.
We realise we are in extremely competent hands with Fiducia.
Fiducia Wealth Management have a true gem with Susie as part of their team
Very professional and reassuring
Gordon Kearney at Fiducia has been our Financial Adviser for four years now and he has been very professional and reassuring.
You are always so calm, courteous and reassuring.
I know they are in good hands.
As a Solicitor practicing in a nearby town… I have always felt very comfortable referring my clients wherever possible, as I know they are in good hands and will receive a very friendly welcome along with expert advice.
Their choice of funds have increased the value of my portfolio.
Their careful analysis of my risk profile and their choice of funds have increased the value of my portfolio despite the global market upheavals
Advice that they regularly issue is valuable.
My family and I are private clients. The communication, commentary and advice that they regularly issue is valuable and reassuring in these volatile times
I have just seen the item in today’s East Anglian about your nomination and short-listing for the Money Marketing award.
Fiducia have treated me so well.
Fiducia have treated me so well over the years moving my money around, so that overall I have gained…
Sarah explained the process and recommended investment and trust in plain English.
Genuinely friendly and helpful.
I’ve been using Fiducia for many years now and they are never anything other than genuinely friendly and helpful.
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.
We have found them helpful in running our financial affairs
We have been working with Fiducia since their inception. We have found them helpful in running our financial affairs, particularly my private and company pensions.
Gordon Kearney and his team at Fiducia have been fantastic in helping me bring all my investments under one umbrella. His expertise and thoroughness has given me the confidence to take a back seat and get on with what I do best.
Sarah has advised both myself and my family for a number of years.
Impressive depth of knowledge.
I find their regular market surveys to have an impressive depth of knowledge.
Gordon is very approachable and is good at explaining the options in simple terms.
Always putting clients’ needs first.
I have had a pension with Fiducia for many years… I have watched this company grow, always putting clients’ needs first
Presented the many options open to us in a professional and easy to understand manner.
Gordon has always presented the many options open to us in a professional and easy to understand manner and guidance was always available through the various stages of what could have been a very complicated process.
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.
Excellent advice
Excellent advice is why they are so good.
As a result of working with the Fiducia team I was able to understand my options and make my final choices with a very high level of confidence. It was a great experience that exceeded my expectations and I would not hesitate to recommend Fiducia to friends and family.
Excellent bespoke personal service.
Fiducia offers an excellent bespoke personal service.
Gordon was excellent from start to finish. Providing a clear route to providing us with structured advice and well thought out plan of action and policies.
No hesitation in recommending their services.
I have no hesitation in recommending their services to friends and family and will continue to do so
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
The team at Fiducia are consistently professional and successful in managing our affairs.
Fiducia helped me to understand and prioritise my financial planning needs and goals and together we developed a plan to meet my needs and achieve my financial planning goals.
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 took the time to really understand my circumstances and plans for the future and were able to tailor a suite of options which in the ensuing period have really helped move my investments forward.
Helpful and knowledgeable group of people.
Fiducia are an unfailingly helpful and knowledgeable group of people whose investment analysis and advice have helped to grow my pension and savings portfolio over the many years I have been privileged to have them as my financial advisers.
Gordon acted in a very friendly but professional manner, he made me realise that my previous attitude to my pension fund was never going to work.
We only ever hear good things about Fiducia.
We only ever hear good things about Fiducia and are pleased to now recommend them…
Always given options to consider.
I am always given options to consider when I want to invest. I feel fully in control of the investment process when working with Fiducia.
Susie has demonstrated a firm understanding of my requirements and I am only too happy to endorse her service skills.
He couldn’t have been more up front, so professional from day one and put my mind at rest as if I was the only client he had.
My thanks to you and the team for your help
Consistently professional and successful in managing our affairs.
The team at Fiducia are consistently professional and successful in managing our affairs, they listen to our preferences and act in our best interest.
Gordon has provided professional financial advice that has been geared towards my needs. He took the time to understand my requirements and to put forward a suitable plan to meet my immediate and long term requirements.
They are always there to help and provide answers which has helped us over the years.
In January 2009 I was sitting on my patio, in sunnier climes , reading the financial pages of the “Telegraph”.
I could not recommend Gordon Kearney enough. He made sense out what I felt was a difficult problem.
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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…