Fiducia Wealth Management has the Midas touch – being awarded the prestigious Gold Standard status for Independent Financial Advice.
Going for Gold!
Announced last month and embargoed until this week, Fiducia Wealth Management has reached the prestigious status of Gold Standard, being awarded for Independent Financial Advice, making 2019 an exceptional year for professional recognition here in Dedham.
Held at Fortnum & Mason on Thursday 21st November, the Gold Standard is viewed as one of the most highly sought-after accolades in the profession. Fiducia is one of only a handful of financial advice firms to win this award across the UK.
On collecting the trophy, Gordon Kearney, Managing Director of Fiducia Wealth Management, said: “It feels like such an honour to win this award. We work extremely hard at Fiducia on behalf of our clients. It clearly shows how dedicated and skilled the whole team is, so be recognised as such means a great deal to us all.”
Held in association with the leading sector magazine Investment Week, the Gold Standard Awards are open to UK-based financial services groups or specialist financial companies offering their own products and services. Entrants must complete a detailed questionnaire, taking a rigorous ‘five pillar’ approach to assessment based upon the core values of Financial Strength, Capability, Service, Fair value and Trust.
The application process is onerous, taking account of a company’s capability to conduct business, while also assessing standards of service, financial strength, fair value and trust. The panel also consider governance and social responsibility, which reflect the current financial landscape.
“Privileged to work in the profession we do, this recognition is enormously welcome and demonstrates that our clients are at the heart of everything we do. Our core values of integrity, professionalism and transparency influence us on all levels, because we understand that people do business with people. Moreover, they do business with people they trust,” says Kearney.
During an especially volatile climate, when trust and financial integrity are at a premium in this profession, recognition of an independent Essex business at this level confirms why Fiducia holds the much-coveted Corporate Chartered status, one of only 900 firms nationwide.
This is one of a slew of awards we have won in the past 12 months, including East Anglia & Midlands Adviser Firm of the Year, Money Marketing’s Best Investment Adviser & Best Retirement Adviser and New Model Adviser Top 100.
As 2019 draws to a close, milestones such as this serve as a reminder as to why we continue to develop and maintain the very highest standards of integrity and trust in everything we do, never resting on our laurels.