Independent financial planners in Dedham
Based at Dedham Hall Business Centre on Brook Street, our Chartered financial planning team helps individuals and families in Dedham plan for the life they want.
Visit Fiducia in Dedham
Our registered office is at Dedham Hall Business Centre, Brook Street, Dedham, Colchester, Essex CO7 6AD. From here, our Chartered financial planning team supports individuals and families in Dedham and the surrounding Essex and Suffolk area.
We take time to understand what matters to you before discussing your pensions, investments and other arrangements. Call 01206 321045 or contact the team to arrange a meeting.
A local point of contact across Dedham Vale
Our Dedham office is a point of contact for people in East Bergholt, Stratford St Mary, Nayland, Stoke-by-Nayland and Langham who are looking for personal financial planning. You can arrange a meeting with our team at Dedham Hall Business Centre, rather than needing an office in your own village.
Call or send an enquiry before visiting, and we’ll arrange a time to discuss your circumstances and what you hope to achieve.
A retirement plan built around the life you want
Your plans for retirement may involve more time with family, travel or a different pace of life. We start with what that means for you, then consider how your pensions, savings and investments could support it.
Cashflow planning helps us explore future income and spending under different assumptions. Learn about preparing for retirement or, if you have already stopped working, planning your income in retirement.
Keep family protection under review
The financial support your family needs can change over time. We consider who depends on you, the expenses that would continue if your circumstances changed, and the protection already in place.
That review may include life insurance, income protection and critical illness cover. We explain how suitable options could fit alongside your savings and investments, so protection is considered within your overall plan.
Give your financial plans continuity across generations
Planning for the next generation begins with understanding your own needs and the support you hope to provide. We help you consider how decisions about spending, gifting and passing on wealth relate to one another.
We also review tax efficiency within the wider plan and revisit your priorities as circumstances change. Get to know the people behind Fiducia and read how our fees work before arranging an initial conversation.
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.
