Pensions & Retirement
How to make things easier for your loved ones in the future
Posted in Financial Planning, Financial Advice (+5 more), on 27.05.22 Read Whilst we all go about our day-to-day business, there is an elephant in every single room we enter. We cannot always see it,...Control your spending habits and budget
Posted in Financial Planning, Financial Advice (+4 more), on 30.03.22 Read One of the first questions a financial adviser asks a potential new client is ‘What are your financial goals?’. Whilst...Fiducia Re-Starts Schools Initiative Programme
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...Savings & Investments – What you need, Why & How
Posted in Fiducia News, Financial Advice (+3 more), on 28.06.21 Read Savings and Investing are often are used interchangeably, but there is a difference. What are they? Why are they helpful? And...The pandemic’s financial planning boost
Posted in Financial Planning, Fiducia News (+2 more), on 26.04.21 Read While the pandemic has wrought much damage financially to families, individuals and businesses, it’s worth looking closer at...Retirement Pillars: how to diversify your retirement savings
Gordon Kearney, Managing Director & Financial Adviser
Posted in Financial Planning, Fiducia News (+2 more), on 22.03.21
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‘My house is my pension’
‘My business is my pension’
‘I will get full State Pension’
‘I am enrolled in a work...
Inflation and interest rates – a guide for cash savers
Posted in Financial Planning, Fiducia News (+4 more), on 22.02.21 Read What can be said about inflation and interest rates? The numbers speak for themselves. The Bank of England current base rate...Tax year end planning 2020/21 – our top 10 checklist
Posted in Financial Planning, BPRA | Inheritance Tax | Fiducia Wealth Management (+9 more), on 15.02.21 Read The past year has been incredibly unpredictable, but one thing that’s guaranteed is taxes. We know that the emotional strain...Pension planning – Defined Benefit transfer advice
Posted in Financial Planning, Final Salary Pensions (+4 more), on 01.02.21 Read What is a DB or Final Salary Pension? Broadly there are two types of pensions, Defined Contribution (DC) and Defined Benefit...New Year, New Approach?
Susie Laws, Director & Chartered Financial Planner
Posted in Investing, ESG (+4 more), on 05.01.21
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You can’t go far in our modern world without reading or hearing about the shift in attitudes towards “ESG” investing. ...
The value of advice: 4 benefits of using a financial adviser
Gordon Kearney, Managing Director & Financial Adviser
Posted in Financial Planning, Fiducia News (+3 more), on 14.12.20
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One of the most common concerns about using financial advice services is cost. It’s often because individuals are purchasing...
Case Study: Defined Benefit Pension review
Posted in Financial Planning, Fiducia News (+2 more), on 30.11.20 Read Background Mr White (60 yrs.) approached Fiducia to conduct a review on his pension arrangements since he was not in the best...Planning for retirement – It’s never too early
Posted in Financial Planning, Pensions & Retirement (+1 more), on 02.11.20 Read Statistics projected by Office for National Statistics (ONS) have indicated that the UK’s population is ageing. It shows...The Pros and Cons of Annuities
Posted in Financial Planning, Fiducia News (+6 more), on 05.04.24 Read Annuities allow retirees to receive a guaranteed income for life in exchange for a lump sum payment from your pension fund....Financial Planning for Singles vs Couples
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...Evaluating Early Retirement: Pros and Cons
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
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,...Bite sized bits – Retirement Needs
Posted in Financial Planning, Financial Advice (+2 more), on 24.07.23 Read Retirement is a crucial stage in life that requires careful planning and preparation. It’s a time when you are no longer...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
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The property market can be unpredictable at the best of times, and during times of stress, it can be difficult to liquidate...
***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
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“Following the budget, should I pay into a pension again? And what about if I have existing transitional LTA...
Be More Tax Aware
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
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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
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....
