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What We Do

Home About What We Do

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:

Financial Planning
At Fiducia Wealth Management, our...
At Fiducia Wealth Management, our award-winning Chartered financial planners based in Colchester provide an ongoing, bespoke financial planning process to...
Find Out More
Investment Management
Our dedicated team of investment specialists...
Our dedicated team of investment specialists will provide you with comprehensive Investment Management advice and services.
Find Out More
Retirement Planning & Investment
Retirement is a major life event that should...
Retirement is a major life event that should the inevitable not occur early, everybody experiences. It looks and means different things from person to...
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Estate Planning & IHT
With over £5 billion being paid to HMRC...
With over £5 billion being paid to HMRC annually in Inheritance Tax (IHT), it is clear, individuals can improve their tax efficiency in later life through...
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Later Life Planning
Later Life Planning often involves a number of...
Later Life Planning often involves a number of complex decisions and it is important to find an adviser who is not only highly qualified but also someone...
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Family Financial Protection & Planning
‘Live like you will die tomorrow, but plan...
‘Live like you will die tomorrow, but plan like you will live forever.’ When it comes to protecting our family, most of us believe in our own immortality,...
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Discovery Meeting

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.

Analyse & Report

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.

A Private Relationship

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.

1

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.

2

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.

3

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.

4

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.

5

Once your strategy is in place, regular reviews are scheduled to ensure that your plan continues to meet your needs and circumstances.

6

It is only then that we execute the agreed strategy.

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Interested in working with Fiducia?
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+44 (0)1206 321045 Office hours: 9am - 5pm
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Fiducia Advisers Named Among UK’s Top Rated Financial Planners for 2025

Fiducia Wealth Management Posted in Fiducia News,
on 12.05.25
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Fiducia Advisers Named Among UK’s Top Rated Financial Planners for 2025 Introduction Text

Why travelling the world is good for you

Fiducia Wealth Management Posted in Financial Planning,
on 12.05.25
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Seeing the world and exploring new destinations is a goal many people share. Whether you dream about relaxing on a beach, or...

7 English vineyards and wineries to visit this summer

Fiducia Wealth Management Posted in Financial Planning,
on 12.05.25
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When you think of famous wine regions, your mind might go to Bordeaux, Tuscany, or Napa Valley. However, some incredible...

4 useful insights from a decade of Pension Freedoms

Fiducia Wealth Management Posted in Financial Planning,
on 12.05.25
Read
A decade ago, the introduction of Pension Freedoms shook up retirement planning and gave retirees more options than ever.

How to use an unexpected windfall to create long-term prosperity

Fiducia Wealth Management Posted in Financial Planning,
on 12.05.25
Read
If an unexpected lump sum lands in your bank account, you might be tempted to splash out and treat yourself. However, using a...

Key financial planning challenges couples face and how we could solve them

Fiducia Wealth Management Posted in Financial Planning,
on 12.05.25
Read
Creating a financial plan can seem complicated, especially if you need to take into account your partner’s views, assets,...
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Phone Number: +44 (0)1206 321045

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Email: [email protected]

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 border 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 and Kings House, 101-135 Kings Road, Brentwood, Essex CM14 4DR. No unauthorised reproduction is permitted without prior consent.

Registered in England and Wales. Registered Number 3029164
Authorised and regulated by the Financial Conduct Authority. Registered Number 408210

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