Independent financial planners in Brentwood
Our Brentwood office at Kings House, 101–135 Kings Road, supports individuals and families with personal financial planning, from building wealth to retirement.
Financial advice from our Brentwood office
You can find Fiducia at Kings House, 101–135 Kings Road, Brentwood, Essex CM14 4DR. Our Chartered financial planning team helps individuals and families turn a collection of financial arrangements into a plan with a clear purpose.
Whether you want to build wealth or review what you already have, we begin with your priorities. Read about reviewing pensions, savings and investments, or contact us about a meeting in Brentwood.
Financial planning for surrounding communities
If you live in Ingatestone, Fryerning, Shenfield, Hutton, South Weald or Great Warley, you can arrange to meet our team at the Brentwood office. Your enquiry will come directly to Fiducia; we’ll discuss your goals and the support you are looking for before arranging the next step.
The office address above is where to find us. Please contact the team before travelling to arrange your appointment.
Understand your choices before you stop work
Retirement can bring several decisions at once: when to finish working, which assets to draw on and how your spending may change. We help Brentwood clients look at those choices together, with a plan that reflects their own circumstances.
Cashflow planning helps illustrate possible outcomes and the assumptions behind them. If retirement is approaching, explore our pension and retirement advice. If you have already retired, see how we approach retirement income planning.
Include life’s uncertainties in your financial plan
Building savings is one part of financial planning; considering how an unexpected event could affect them is another. We discuss the impact that illness, time away from work or a death in the family could have on your household finances.
We review existing cover and explain whether additional life insurance, income protection or critical illness cover may meet your needs. Recommendations are considered alongside your income, commitments and wider financial goals.
Connect family support with your own future needs
You may want to help the next generation while retaining flexibility for your own retirement. We bring both aims into the same conversation, looking at your assets, likely spending and wishes for the future.
Tax planning and passing on wealth are considered as part of that wider picture. Our six-step planning process explains how we get to know you, develop recommendations and provide ongoing support. You can also review our fees before getting in touch.
Trust that’s earned, not assumed
The greatest compliment we can receive is the faith our clients place in us throughout the financial planning process. We're always grateful when we hear words like these.
of clients would recommend us to their friends, family, or colleagues.
believe that working with us has helped or will help them achieve their financial goals.
were satisfied that we understood their needs, goals, aspirations, and objectives.
