Paul and Brittis

Paul:
Hi, I’m Paul Wilks, and this is my wife, Brittis Wilks. And we have been clients of Fiducia since mid 2017 and we’re looked after by Gordon Kearney.

Most of my pension savings were in an occupational pension scheme, or various reasons. I wanted to transfer them out of those and into a SIPP.

My employer had a list of recommended financial advisers, and Fiducia was on that list.

Brittis:
We had the beauty contest with three other companies. And we did feel that Fiducia clearly understood our retirement objectives and goals, and they have helped us achieve these after our retirement in October 2018 and it felt, we could trust them.

Paul:
They’ve helped us with looking at the entire journey through from the start of retirement to the ultimate end. They’ve done a lot of cash flow planning for us, and they’ve assured us that in their view, there is enough money to see us through. 

But where they have been very helpful is with Inheritance Tax planning and taking into account our children and grandchildren.

Brittis:
I feel that my financial future working with Gordon is brilliant. He often says, spend some money. Why didn’t you buy the car? Why didn’t you do this? Go on holidays. You have enough to take you through. And it feels we have made the right decision to go with Fiducia.

Paul:
One of the best things of working with Gordon and the team is that they are always available, their requests are clear, and their response to me is fast.

Brittis:
The way I would describe Gordon, is that he is trustworthy, he’s very interested in you and what you think, and he’s a great adviser.

Paul:
I think the most important piece of advice that Gordon has given to me over time, is to think about what we want to do for our children and grandchildren.

Brittis:
Yes I would recommend Gordon and Fiducia. They are always listening to you, they come with great advise, they take into account that you might not know as much as they do, and they are very good at explaining how to look at the future.