Bite sized bits – Inheritance Tax (IHT)
Posted in Financial Planning,on 15.08.23 Read IHT stands for Inheritance Tax and is a tax that is levied on the estate of deceased individuals in the UK. The tax is based...
Notice: ***2023 CHRISTMAS OPENING TIMES***
Please note our offices will be open throughout the upcoming 2023 Christmas period at the below times:
Monday 18th December 2023
9am to 5pm OPEN AS USUAL
Tuesday 19th December 2023
9am to 5pm OPEN AS USUAL
Wednesday 20th December 2023
9am to 5pm OPEN AS USUAL
Thursday 21st December 2023
9am to 5pm OPEN AS USUAL
Friday 22nd December 2023
9am - 12pm CLOSING AT MIDDAY
Monday 25th December 2023
CLOSED ALL DAY
Tuesday 26th December 2023
CLOSED ALL DAY
Wednesday 27th December 2023
9am - 5pm OPEN AS USUAL
Thursday 28th December 2023
9am - 5pm OPEN AS USUAL
Friday 29th December 2023
9am - 5pm OPEN AS USUAL
Monday 1st January 2024
CLOSED ALL DAY
Tuesday 2nd January 2024
9am - 5pm BACK TO NORMAL SERVICE
As an advisory team we have some 165 years collective experience of advising private clients, business owners, trustees and charities. Learn more about our team of financial advisors below.
After graduating in 2000 from the University of Essex with a...
Susie joined Fiducia in October 2017 and is a CII Chartered...
John is the founder and Executive Chairman of Fiducia. He joined...
Brian has been a part of Fiducia since it’s inception, serving as...
After graduating in 2000 from the University of Essex with a...
Susie joined Fiducia in October 2017 and is a CII Chartered...
Liz Barry joined the Fiducia team at the beginning of April 2019...
After graduating in 2000 from the University of Essex with a...
Susie joined Fiducia in October 2017 and is a CII Chartered...
Robert joined Fiducia in September 2021 from a large regional firm...
Following a career ending injury playing professional football,...
Jamie joined our Trainee Adviser programme in April 2023.
Prior to...
Having graduated from the University of Essex in 2018, James spent...
Chris joined the Adviser team at Fiducia in October 2023.
Having...
Michael is our Economic adviser and a Consultant to our Investment...
After graduating in 2000 from the University of Essex with a...
Having graduated from the University of Essex in 2018, James spent...
John is the founder and Executive Chairman of Fiducia. He joined...
Tim is an independent consultant with broad industry experience,...
Seb has 14 years’ experience in the financial services industry...
Sarah joined Fiducia in 2014, having obtained a First Class degree...
Laura joined our Paraplanning Team in 2021, having progressed up...
Liz Barry joined the Fiducia team at the beginning of April 2019...
Louise has amassed over 15 years’ experience as an executive...
Cheryl joined Fiducia in January 2021 as Senior Client Services...
Ella joined Fiducia in March 2019 as part of the client services...
Lynsie joined Fiducia in July 2022 as part of the Client Services...
Kara joined Fiducia in June 2022 as part of the Client Services...
Loren joined Fiducia at the end of February 2023 as a Client...
Mel joined the Client Services Administration team at Fiducia in...
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