Expert independent financial advice on pensions, investments and retirement planning from our friendly team.
Our advice can be focused on one or more subjects such as
- Financial Planning
- Investment Management
- Pensions & Retirement Planning
- IHT & Estate Planning
- Later Life Planning
- Protecting Your Family
Or it can extend to our full holistic financial planning service.
Whereby we take 6 simple steps to ensure we undertake your engagement effectively…
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 write and set out what we understand are your key concerns and goals and their prioritisation. At that time we will also clearly set out our fees to report and advise on that agenda.
If you give your agreement we will collate and analyse all the relevant detail in order to produce a 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.
Once your strategy is in place, regular reviews are scheduled to ensure it is checked and maintained.
It is only then that we execute the agreed strategy.