Christopher and Fay
We’ve planned for the life we want, while preparing for the things we can’t predict.
Christopher:
We’re Christopher and Fay Clarke, we’ve been clients of Fiducia since Fiducia began, it’s rather longer than that, some 40 years with the team overall.
Fay:
And Susie of course, has been with us and been fantastic
Christopher:
I’d planned how I’d run my business and I would step down when I was about 70. We have a son who’s taken it on with others, which has been exciting, but then we wanted to be able to step back and to plan our own future.
Christopher:
Fiducia have helped us with pensions for staff, health insurance if our key people were not available. They were things that John Millican was very keen to discuss with me in the early days. And then as we grew and in latter times, Susie and Gordon taking over the business in in 2020, we have had this remarkable personal attention.
Fay:
I really enjoy working with Susie. She’s just a very calm, articulate and sincere person who looks after what we need.
Christopher:
She gives a personal service. She knows about our family, she knows about our financial aspirations, and she understands that we do like that person attention.
Christopher:
One of the most important things for me is to make sure that Fay would be catered for if I’m gone. We hope there should be many years together, but we never know in life, and therefore we can only plan as much as we can plan and Susie is a very big part of that for us.
Fay:
I feel so comfortable with, with the advice that they give and have given in where to invest, what to invest and they have just done so well for us.
Christopher:
The most valuable bill of advice from Fiducia has always been to plan. Life can do unexpected things, but in amongst it all, you plan and that’s what we’ve loved doing with them. Our aspirations for the future and the planning of our financial future has been invaluably served by Fiducia.
Fay:
I think Susie and Fiducia just go together. I feel very confident that Susie has our interests at heart and she is very articulate in telling us and confiding in us and advising us.
Christopher:
Yes, we would recommend Fiducia, specifically Susie, because that’s whom we have dealt with over many years. Indeed, I have made recommendations, I have friends and business colleagues who have come to Fiducia, because of my recommendation and I know that they have been very pleased with the results as well.