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How pension and Inheritance Tax policy changes could affect your legacy
Posted in Inheritance Tax,on 25.09.25 Read From April 2027, pensions are expected to fall within your estate and could be liable for Inheritance Tax (IHT). That date...
Corporate Chartered Status
Fiducia is proud to have been awarded the prestigious accolade of Corporate Chartered Status, the pinnacle of academic training within the financial services profession.
Fiducia Wealth Management is a chartered financial advice firm, awarded the accolade in 2018 by the Chartered Insurance Institute (CII).
As a firm, we are proud to join a select group of firms in achieving this status and this certification demonstrates our professional commitment to raising standards of knowledge, capability and ethical practice.
What does this mean for our clients?
Chartered firms must ensure that staff members acquire and retain the necessary knowledge and skills to deliver the highest quality advice.
Figures from the Chartered Insurance Institute (CII) show that only 900 firms nationwide have achieved chartered firm status and we are proud to be one of them.
At an individual level, many of our advisers hold the chartered financial planner status and some have also gained fellowships; the highest individual accolade achievable in the profession.