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Developments in Dedham

Congratulations to Josh Gupta, Chartered Wealth Manager at Fiducia, who has been awarded the Chartered Institute of Securities and Investment (CISI) level six certificate in pension transfers and planning advice.

The qualification further shows Josh’s commitment to expanding his knowledge and expertise in the profession and this new accolade means that Josh meets FCA Pension Transfer Specialist standards.

To contact Josh for a free initial consultation, click here to view his profile.

We are also delighted to welcome back to the team Samantha McKinley as senior member of the client services team. Samantha joined Fiducia for the first time in May 2017 and has recently returned to her role at the firm. To find out more about Samantha, click here to view her profile.

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