Wealth Management & Wealth Preservationaward-winning financial advice from the heart of constable country
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 and 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 highly 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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Sarah Travers, Senior Financial Adviser
Posted in Long Term Care,
John Millican, Managing Director and Financial Adviser
Posted in Fiducia News, Sarah Travers, Senior Financial Adviser
Posted in Financial Advice,
Richard Heath, Senior Paraplanner
Posted in Financial Advice,
