Wealth Management & Wealth PreservationMulti award winning chartered wealth management
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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Daniel Kern, Senior Financial Adviser
Posted in Financial Planning,Twelve months ago, my Rottweiler Sonny unfortunately started to hop on one of his back legs and refuse to put weight on the...
Each month we post a Fund Manager Q&A in an effort to give a little insight into the processes involved in investment...
Josh Gupta, CFP™ Chartered MCSIHappy 2020 to you!
For many of us, January is a time for reflection and for making resolutions for the year ahead. Perhaps you...
Michael MacLeod, Financial Adviser
Posted in Financial Advice,Question: Who needs more help with their money? A millionaire? Or someone getting by month to month?
Of course, it’s a...
We like to post a Fund Manager Q&A periodically, to give a little insight into the processes involved in investment...
It’s that time of year again. We’re heading full pelt into the holiday season when we all long for quality time with loved...
