Guest Editor: Why your business should consider giving back locallyPosted in Financial Planning,
on 03.05.21 Read This month’s guest blog post comes from Perry Norton, Head of Development at Essex Community Foundation Perry gives examples...
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
We provide comprehensive wealth management services and financial advice to private clients, business owners and trustees.
Our advice can be focused on one or more subjects such as Pension, Investment or Estate Planning or it can extend to our full holistic Financial Planning service covering:
The initial or discovery meeting is without cost or obligation. The aim is to enable you to decide if you wish to appoint Fiducia to act on your behalf.
We set out in writing what we understand are your key concerns and their prioritisation. At that time we will also indicate our fees to report and advise.
Financial planning is a two way process and to be effective both factual and personal information has to be gathered and then considered. Our relationship with you will always be completely confidential.
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 set out in writing what we understand are your key concerns and their prioritisation. At that time we will also indicate our fees to report and advise.
Following your agreement we will then collate and analyse all the relevant detail in order to produce a comprehensive 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 of these action by us, on your behalf.
Once your strategy is in place, regular reviews are scheduled to ensure that your plan continues to meet your needs and circumstances.
It is only then that we execute the agreed strategy.
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