Notice: Covid19 - Our continuity arrow-right

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How Covid-19 is affecting wealth management and our services. Our team continues to be fully operational during these unusual times. As ever, we look forward to servicing you at the very highest standard. For further details on our continuity plan and how this affects you please follow this link. Read more

Our Team

Home About Our Team

As an advisory team we have some 200 years collective experience of advising private clients, business owners, trustees and charities. Learn more about our team of financial advisors below.

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  • Advice team
  • Technical services
  • Investment committee
  • Client services
  • Management team
  • Marketing
Gordon Kearney
Managing Director & Financial Adviser
BA (Hons), DipPFS, IMC

After graduating in 2000 from the University of Essex with a...

01206 321045 Office hours: 9am - 5pm Email Gordon
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Susie Laws
Director & Chartered Financial Planner
BSc (Econ) Hons, FPFS

Susie joined Fiducia in October 2017 and is a CII Chartered...

01206 321459 Office hours: 9am - 5pm Email Susie
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Richard Heath
Director & Senior Paraplanner
FPFS, CFP

Richard joined us as Head of Paraplanning, bringing with him 25...

01206 321045 Office hours: 9am - 5pm Email Richard
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Josh Gupta
CFP™ Chartered MCSI
Chartered Wealth Manager/Planner
MFP, MPA, MCOM

Josh has worked in a range of financial planning roles and has...

01206 321454 Office hours: 9am - 5pm Email Josh
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Michael MacLeod
Financial Adviser
DipPFS, Cert CII (MP & ER)

Michael has amassed 13 years of experience in financial services...

01206 321469 Office hours: 9am - 5pm Email Michael
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Sebastian Eaton
Senior Paraplanner
BSc (Hons), Dip PFS

Seb has 14 years’ experience in the financial services industry...

01206 321465 Office hours: 9am - 5pm Email Sebastian
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Sarah Hunter
Systems and Finance Analyst
BSc (Hons)

Sarah joined Fiducia in 2014, having obtained a First Class degree...

01206 321045 Office hours: 9am - 5pm Email Sarah
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Michael Hughes
Economic Advisor
CBE, BA (Econ), MSc (Econ), FCSI, ASIP, FRSA

Michael is our Economic adviser and a Consultant to our Investment...

+44 (0)1206 321045 Office hours: 9am - 5pm Email Michael
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John Millican
Chairman
DipFA

John is the founder and Executive Chairman of Fiducia. He joined...

01206 321045 Office hours: 9am - 5pm Email John
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Gordon Kearney
Managing Director & Financial Adviser
BA (Hons), DipPFS, IMC

After graduating in 2000 from the University of Essex with a...

01206 321045 Office hours: 9am - 5pm Email Gordon
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Liz Barry
Practice Manager

Liz Barry joined the Fiducia team at the beginning of April as...

01206 321462 Office hours: 9am - 5pm Email Liz
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Laura King
Client Services Administrator

Laura is a member of the Client Services Team and before joining...

01206 321457 Office hours: 9am - 5pm Email Laura
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Louise Hiller
Executive Assistant & Client Services Administrator

Louise has amassed over 15 years’ experience as an executive...

01206 321045 Office hours: 9am - 5pm Email Louise
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Ellie Ruffell
Client Services Administrator

Ellie joined the Client Services Team in November 2017, having...

01206 321465 Office hours: 9am - 5pm Email Ellie
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Ella Matthews
Client Services Administrator

Ella joined Fiducia in March 2019 as part of the client services...

01206 321045 Office hours: 9am - 5pm Email Ella
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John Millican
Chairman
DipFA

John is the founder and Executive Chairman of Fiducia. He joined...

01206 321045 Office hours: 9am - 5pm Email John
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Gordon Kearney
Managing Director & Financial Adviser
BA (Hons), DipPFS, IMC

After graduating in 2000 from the University of Essex with a...

01206 321045 Office hours: 9am - 5pm Email Gordon
View profile
Richard Heath
Director & Senior Paraplanner
FPFS, CFP

Richard joined us as Head of Paraplanning, bringing with him 25...

01206 321045 Office hours: 9am - 5pm Email Richard
View profile
Susie Laws
Director & Chartered Financial Planner
BSc (Econ) Hons, FPFS

Susie joined Fiducia in October 2017 and is a CII Chartered...

01206 321459 Office hours: 9am - 5pm Email Susie
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Melissa Wheeler
Marketing Executive
BA Hons, CIM Associate

Melissa has over 18 years of experience in marketing...

01206 321045 Office hours: 9am - 5pm Email Melissa
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Fiducia Wealth Management | 2020 December | An economic reflection on 2020 and a look to 2021

Josh Gupta attains Fellowship status with the CISI

Fiducia Wealth Management Posted in Fiducia News,
on 04.01.17
Read

What doesn’t get measured doesn’t improve.

Chartered wealth manager Josh Gupta is a great believer in this adage and this...

Fiducia chooses Citizens Advice Colchester (CAC) as their Charity of the Year

Fiducia Wealth Management Posted in Fiducia News,
on 04.01.17
Read

We are very pleased to announce that our chosen charity for 2021/2 is Citizens Advice Colchester (CAC). CAC was founded in...

Fiducia is nominated for the City of London Wealth Management Awards (COLWMA)

Fiducia Wealth Management Posted in Fiducia News,
on 04.01.17
Read

As a Chartered, multi-award-winning firm, we are continually striving to not only maintain our status but to rise above and...

New Year, New Approach?

Susie Laws, Director & Chartered Financial Planner Posted in Investing,
on 04.01.17
Read

You can’t go far in our modern world without reading or hearing about the shift in attitudes towards “ESG” investing. ...

Lessons Learned from 2020 – wealth wisdom for a happier New Year

Fiducia Wealth Management Posted in Fiducia News,
on 04.01.17
Read

As this unprecedented year draws to a close and world continues to struggle with the financial and economic fallout of the...

The Artistic Elves – the winners

Fiducia Wealth Management Posted in Fiducia News,
on 04.01.17
Read

Last month we launched a competition to design Fiducia’s Christmas cards for 2020 and called upon our clients and friends to...

Latest News from Fiducia



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As an Independent Financial Adviser (IFA) Fiducia Wealth Management provides first class financial and investment advice from our offices in Dedham, near Colchester on the Essex Suffolk boarder and in Chelmsford, Essex. Fiducia Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. This site is for information only, and does not constitute financial advice.

© Fiducia Wealth Management, Dedham Hall Business Centre, Brook Street, Dedham, Colchester, Essex CO7 6AD. Also find us at Saxon House, 27 Duke Street, Chelmsford CM1 1HT. No unauthorised reproduction is permitted without prior consent.

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