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Investing

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Investment market update: June 2025

Fiducia Wealth Management Posted in Investing on 02.07.25 Read Trade tariffs continued to affect investment markets in June 2025, though uncertainty did start to ease. However, rising...

Why “boring” investments could be exciting long term

Fiducia Wealth Management Posted in Investing on 02.07.25 Read Opting for a “boring” investment strategy could be the route to returns that allow you to make exciting lifestyle...

How to Save More Money Each Month

Fiducia Wealth Management Posted in Financial Planning, Financial Advice (+3 more), on 14.06.24 Read Building your wealth takes consistent effort, but regular investing is one of the best things you can do to secure your...

How Rising Interest Rates Affect Your Finances

Fiducia Wealth Management Posted in Financial Planning, Financial Advice (+4 more), on 31.05.24 Read The sharp increase in food and energy prices has made inflation a talking point, and a concern, across the nation. We look at...

Common Retirement Planning Mistakes to Avoid

Fiducia Wealth Management Posted in Financial Planning, Final Salary Pensions (+7 more), on 24.05.24 Read Retirement is not what it used to be. Historically, someone would retire in their sixties and receive a state pension, a...

Improving Cash Flow for Small Business Owners

Fiducia Wealth Management Posted in Corporation Tax, Financial Planning (+7 more), on 10.05.24 Read Maintaining steady cash flow is imperative for any business, but especially small companies with limited financial...

Inheritance Tax Rules You Should Know

Fiducia Wealth Management Posted in Financial Planning, Financial Advice (+6 more), on 26.04.24 Read Inheritance tax (IHT) in the UK is a 40% tax on the value of the estate exceeding £325,000 when passed on after...

Financial Planning for Singles vs Couples

Fiducia Wealth Management Posted in Financial Planning, Fiducia News (+9 more), on 12.04.24 Read Financial planning looks quite different whether you are managing money as a single person or as a couple. From income and...

How Inflation Impacts Your Savings & Investments

Fiducia Wealth Management Posted in Financial Planning, Financial Advice (+3 more), on 26.03.24 Read High inflation has become a growing concern for both consumers and investors in the UK. It has been a prominent subject in the...

Optimal Asset Allocation in your 50’s

Robert Wood, Senior Financial Adviser Posted in Financial Planning, Residential Nil Rate Band (+13 more), on 07.02.24 Read Reaching your fifties can represent a shift in outlook towards investments. The aggressive growth strategies of younger years...

Evaluating Early Retirement: Pros and Cons

Fiducia Wealth Management Posted in Financial Planning, Financial Advice (+4 more), on 26.01.24 Read The dream of retiring early to pursue your passions and freedom is appealing to many. But it requires both financial and...

5 reasons to have a Financial Adviser

Fiducia Wealth Management Posted in Financial Planning, Final Salary Pensions (+8 more), on 31.07.23 Read In today’s uncertain and volatile economy, succumbing to financial stress has become all too common. In such a scenario,...

Using Pensions & ISAs to provide liquidity in times of property market stress

Gordon Kearney, Managing Director & Financial Adviser Posted in Financial Planning, Financial Advice (+4 more), on 23.06.23 Read The property market can be unpredictable at the best of times, and during times of stress, it can be difficult to liquidate...

Q&A with Economist and Fiducia Consultant Michael Hughes

Fiducia Posted in Investing, Fund Manager Q&A (+4 more), on 09.05.23 Read During a busy period despite the 2022/23 Tax Year ending, our team managed to catch up with leading Economist and consultant...

***UPDATED*** After the UK Budget, should I pay into my pension again?

Susie Laws, Director & Chartered Financial Planner Posted in Financial Planning, Financial Advice (+6 more), on 22.03.23 Read “Following the budget, should I pay into a pension again? And what about if I have existing transitional LTA...

Be More Tax Aware

Fiducia Wealth Management Posted in Corporation Tax, Financial Planning (+15 more), on 02.03.23 Read It’s not exactly a huge secret…but the end of the 2022/23 tax year is fast approaching. What can you do to ensure you are...

Performance of FWM ESG Portfolios

James Crisell, Financial Adviser Posted in Investing, ESG (+9 more), on 31.10.22 Read A difficult year for everyone! In 2021, over $500 billion flowed into ESG (Environmental, Social, and Governance) funds, and...

Economist Q&A – With Michael Hughes

Fiducia Wealth Management Posted in Financial Planning, Fiducia News (+10 more), on 30.09.22 Read Following the mini budget delivered by UK Chancellor Kwasi Kwarteng, financial markets have suffered a downturn in fortune....

‘Should I save or invest?’ – What our experts say

Fiducia Wealth Management Posted in Financial Planning, Financial Advice (+4 more), on 26.09.22 Read With the cost of living soaring across the UK for all, bolstered by rising energy costs and inflated food prices, making your...

Under the Spotlight – Fund Manager Q&A

Fiducia Wealth Management Posted in Investing, ESG (+4 more), on 19.07.22 Read All eye’s over the past few months have been on the cost of fuel at the pump in the UK. This, as we are told, is largely down...

How to Save & Invest for Children

Fiducia Wealth Management Posted in Financial Planning, JISA (+6 more), on 20.06.22 Read Saving and investing for children, can be an important part of a well-rounded financial plan. It is possible to improve your...

Under the Spotlight – Fund Manager Q&A

Fiducia Wealth Management Posted in Financial Planning, Fund Manager Q&A (+3 more), on 26.05.22 Read The financial marketplace continues to experience such unprecedented upheaval. Eye’s have moved from the impact of the...

Soaring inflation and Real Assets – a match made in heaven?

Fiducia Posted in Financial Planning, Fiducia News (+5 more), on 11.04.22 Read We would need to delve back into past times to understand what life with high inflation looks like, because let’s face it, a...

Fiducia Portfolio Update and Market Outlook – Feb 2022

Fiducia Posted in Fiducia News, Investment Latest (+2 more), on 28.02.22 Read Market Update Since the end of last year and into the beginning of 2022, we have witnessed a large rotation of funds out of...

Students of Framlingham College receive visit from Fiducia

Fiducia Wealth Management Posted in Financial Planning, Charity (+2 more), on 14.02.22 Read On Friday 11th February Fiducia Co-Owner & Chartered Financial Adviser Susie Laws visited Framlingham College to talk personal...

Developments in Dedham – November 2021

Fiducia Wealth Management Posted in Fiducia News, Awards (+2 more), on 30.11.21 Read “If I can’t do great things, I can do small things in great ways.” — Martin Luther King Jr, we’re sure many people...

Fiducia Re-Starts Schools Initiative Programme

Fiducia Wealth Management Posted in Fiducia News, Pension Contributions (+2 more), on 30.11.21 Read Not everyone likes to discuss their personal finances, but could this problem be down to the lack of understanding of finance...

Under the Spotlight – Fund Manager Q&A

Fiducia Wealth Management Posted in Fiducia News, Fund Manager Q&A (+2 more), on 09.11.21 Read The financial marketplace continues to experience such unprecedented upheaval. Our Investment Committee is working...
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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.

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