Chelmsford - Fiducia Wealth

Fiducia Wealth Management is a boutique, Chartered financial planning firm supporting individuals and families across Essex, each with their own goals, priorities, and financial needs.

Financial planning for professionals in Chelmsford

As your income grows and life becomes more complex, having a financial plan helps you make confident financial decisions.

We work with professionals and their families across Chelmsford to build wealth, balance family commitments with long-term goals, review pensions and investments, make the most of tax-efficient opportunities, and protect what they’ve worked hard to achieve.

Pension and retirement planning in Chelmsford

We help people across Chelmsford understand when they can afford to retire, whether their savings are on track, and how to make the most of their pensions, investments, and other assets.

Using cashflow planning, we will visualise different scenarios, helping you make confident decisions about your future, withdraw your money tax-efficiently, and enjoy retirement with greater peace of mind.

Protection advice in Chelmsford

You want to ensure the life you’re building, and the people who rely on you, are financially secure if the unexpected happens. We work with individuals and families across Chelmsford to understand what needs protecting, from income and mortgages to family lifestyle and long-term commitments.

This includes reviewing options such as life insurance, income protection, and critical illness cover, all tailored around your circumstances. The aim is to give you confidence that, whatever happens, the right financial safety nets are in place.

Inheritance and tax planning advice in Chelmsford

Take control of what happens to your wealth, now and in the future. For individuals and families across Chelmsford, this means reducing unnecessary tax where possible, organising assets clearly, and ensuring your intentions are properly reflected in your plans.

Depending on your circumstances, our recommendations may include gifting, wills, and trusts. However, we aim to keep things straightforward, efficient, and aligned with the people and causes you care about most.

Our team is your team

We’re the kind of people you feel comfortable working with for years to come. Get to know the individuals on your side.

Gordon Kearney

Managing Director and Financial Planner

Meet Gordon

Susie Laws

Director and Chartered Financial Planner

Meet Susie

Rob Wood

Associate Director

Meet Rob

James Crisell

Chartered Financial Planner

Meet James

Jamie Payne

Trainee Financial Planner

Meet Jamie

Sebastian Eaton

Associate Director and Senior Paraplanner

Meet Sebastian

Laura King

Paraplanner

Meet Laura

Verity Wilford

Paraplanner

Meet Verity

Lewis Manners

Paraplanner

Meet Lewis

Sarah West

Systems and Finance Analyst

Meet Sarah

Cheryl Bourne

Senior Client Services Administrator

Meet Cheryl

Ella Matthews

Client Services Administrator

Meet Ella

Lorna Fox

Client Services Administrator

Meet Lorna

Mel Law

Client Services Administrator

Meet Mel

Thomas Mallinson

Client Services Administrator

Meet Thomas

Kane Theobald

Client Services Administrator

Meet Kane

Roxy

Office dog

Meet Roxy

Christopher and Fay

We’ve planned for the life we want, while preparing for the things we can’t predict.

Their journey with us

Paul and Brittis

We can enjoy what we’ve worked for while knowing there’s something there for our family.

Their journey with us

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.

    
 
 
       Posted on Google  
   
   Alex Ball 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great people to deal with. Feels much more customised and personal than the larger institutions. Investment performance overall competitive.
  
 
      Posted on Google  
   
   Luke Mitchell 
 
 
 
 Trustindex verifies that the original source of the review is Google. I've had the pleasure of working with Fiducia over a number of years. I have confidently referred many of my clients to them for wealth management and financial planning advice, and the feedback has consistently been excellent. Their advice is knowledgeable, professional, and always tailored to each client's individual circumstances. They take the time to explain complex financial matters clearly and provide a personal service, which gives both me and my clients great confidence. I would have no hesitation in recommending them to anyone seeking trusted financial planning and wealth management advice.
  
 
      Posted on Google  
   
   Kevin Cleary 
 
 
 
 Trustindex verifies that the original source of the review is Google. I’ve worked with Gordon Kearney at Fiducia Wealth Management for the past few years, and I couldn’t be happier with the service. Gordon combines deep technical knowledge with genuine patience - he takes the time to explain complex financial concepts clearly and never makes me feel rushed or talked down to. What stands out most is his ability to come up with thoughtful, tailored ideas rather than generic advice. He listens carefully to my goals and circumstances before making recommendations, and it’s clear he’s genuinely invested in getting the outcome right for me, not just ticking boxes. I’d recommend Gordon and the team at Fiducia to anyone looking for a wealth manager who combines expertise with a real personal touch.  The office in Dedham is in a beautiful part of the UK too, so it’s well worth a visit!
  
 
      Posted on Google  
   
   Jo Maghoo 
 
 
 
 Trustindex verifies that the original source of the review is Google. Such a great firm for advice and financial planning, we are so happy with their service. Friendly and professional, we highly recommend them.
  
 
      Posted on Google  
   
   James Holland 
 
 
 
 Trustindex verifies that the original source of the review is Google. Always fantastic service, highly recommended. We use Gordon who has incredible experience and knowledge
  
 
      Posted on Google  
   
   Elizabeth Länge 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have been a client of Fiducia for many years and I can’t speak highly enough of the care and support I have been given.
  
 
      Posted on Google  
   
   Deb Sainty 
 
 
 
 Trustindex verifies that the original source of the review is Google. I would recommend fuducia. They are very professional, always offer good advice and put my mind at rest so I don't have to worry about my investments.
  
 
      Posted on Google  
   
   Michael Weller 
 
 
 
 Trustindex verifies that the original source of the review is Google. Fiducia helped to review my many scattered pension pots, advised on merging some into one managed pot, and explained the reasons for leaving some as they were. The annual catch up is always helpful to keep progress of our retirement plans.
  
 
      Posted on Google  
   
   David Lace 
 
 
 
 Trustindex verifies that the original source of the review is Google. Fiducia managed our parent’s investments for many years and since we inherited them twenty years ago my brother and I have had nothing but polite, sensible and profitable advice.
  
 
      Posted on Google  
   
   Daniel Hicks 
 
 
 
 Trustindex verifies that the original source of the review is Google. Over the last few years Fiducia Wealth Management have helped me and my mother with advice and support in a variety of finance management projects.  We have always been given honest and helpful advice, and have been confident in Fiducia as a reliable source of help, whenever required.  The staff are Polite and  friendly and have been quick to reply to any questions we have asked. We would wholeheartedly recommend this business.