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Finding the best mortgage solution for you rarely comes ‘off the shelf’. Our professional connection H D Consultants provide this month’s Guest Blog

 Guest Editor Posted in Financial Advice, Guest Editor (+2 more), on 04.12.19 Read

Having been a financial adviser focusing on mortgages and protection for nearly 27 years, I’ve had the pleasure to work with a wide range of clients including families, businesses, sole traders, individuals, couples and a plethora of other permutations. Over the years, I’ve helped to plan, design and implement strategies and ongoing reviews for home purchases, BTL portfolios, business protection, and all types of...

Fiducia Wealth Management has the Midas touch – winning the prestigious Independent Financial Advice Gold Standard Award.

 Fiducia Wealth Management Posted in Fiducia News, Awards on 25.11.19 Read

What a way to start the week!

Going for Gold!

We’re absolutely delighted to announce that last Thursday, Fiducia Wealth Management, proved it has the Midas touch, winning the prestigious Independent Financial Advice Gold Standard Award.

Held at Fortnum & Mason on Thursday 21st November, the Gold Standard is viewed as one of the most highly sought-after accolades in the profession. Fiducia is one of only a handful...

Let’s get married. The tax perks: what you need to know

 Michael MacLeod, Financial Adviser Posted in Financial Advice, Wealth Management on 18.11.19 Read

Some of the best, most valuable financial advice doesn’t require reinventing the wheel. In fact, it can often be the most fundamental and obvious aspects of managing money which a financial planner can highlight and bring to a client’s attention, making a huge difference to financial wellbeing.

Marriage allowance. What is it and who qualifies?

In my experience, this is one of the easiest but most frequently...

What is Inheritance Tax and Should I Worry About It?

 Lauren Peters, Senior Financial Adviser Posted in Fiducia News on 04.10.19 Read As a financial adviser, I discuss Inheritance Tax regularly with my clients. A few shrug their shoulders and say, “I’ll be dead; I don’t care” but most feel very strongly that it’s a tax against assets you’ve already paid tax on. Both views are valid, but there’s good news for the second group in that there are plenty of ways to reduce or even eliminate it… as long as you start planning early...

Talking Money With My 6-Year-Old Daughter

 Josh Gupta, CFP™ Chartered MCSI
Chartered Wealth Manager/Planner Posted in Fiducia News on 16.08.19 Read My 6-year old daughter is old enough to understand that we must pay for things. She is also brave enough to walk up to the till on her own, with an item in her hand, and politely say “on card, please”. She makes sure she gets the receipt as well (doesn’t check if she paid the right amount though) and hand it back to me once done. If you ask her why Dad and Mum go to work, she would promptly respond saying...
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