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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View Channel“I am worried about inheritance tax, but I don’t want to give away money now that I may need in future for care fees or...
Michael MacLeod, Financial Adviser
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Josh Gupta, CFP™ Chartered MCSIMrs Gray was widowed 2 years ago. Before he passed away, her husband dealt with the finances. This left her...
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Why? There is a...
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