Pension consolidation, why, how and when not to
Posted in Financial Planning,on 29.06.22 Read As the workforce transitions between generations, the number of jobs people have across their lifetime changes. A single...
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:
Unlike Financial Advice, which typically...
Unlike Financial Advice, which typically considers one or two subjects in isolation and at a point in time, our Financial Planning services are part of an...
Our dedicated team of investment specialists...
Our dedicated team of investment specialists will provide you with comprehensive Investment Management advice and services.
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...
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...
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...
‘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,...
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.
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.
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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.
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Once your strategy is in place, regular reviews are scheduled to ensure that your plan continues to meet your needs and circumstances.
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It is only then that we execute the agreed strategy.
Interested in working with Fiducia?
+44 (0)1206 321045
Office hours: 9am - 5pm
