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Dogs and Investment portfolios – They’re the same right?

 Daniel Kern, Senior Financial Adviser Posted in Financial Planning, Investing (+2 more), on 20.01.20 Read

Twelve months ago, my Rottweiler Sonny unfortunately started to hop on one of his back legs and refuse to put weight on the other. As any good dog owner would, I took him to the vet with whom I have dealt for the past twelve years and who, after taking some x-rays, advised me that Sonny had suffered a cranial cruciate ligament rupture. He also told me that I would have to spend £4000 to have the injury repaired...

Fund Manager Q&A: Premier Miton Investors

 Fiducia Wealth Management Posted in Investing, Fund Manager Q&A (+1 more), on 20.01.20 Read

Each month we post a Fund Manager Q&A in an effort to give a little insight into the processes involved in investment management and to throw some light on what concerns you may or may not have.

This month, we hear from the fund management team at Premier Miton Investors:

Fiducia Wealth Management: What is the approach to running the Premier Multi-Asset Absolute Return Fund in comparison to your Defensive Growth...

New Year Financial Planning Checklist

 Josh Gupta, CFP™ Chartered MCSI
Chartered Wealth Manager/Planner Posted in Financial Advice, Financial Planning (+1 more), on 13.01.20 Read

Happy 2020 to you!

For many of us, January is a time for reflection and for making resolutions for the year ahead. Perhaps you have resolved to exercise more, take better care of your mental health or spend more time with loved ones?

Most of us would benefit from taking better care of our financial health, so we have put together a handy checklist of the financial planning areas you may wish to look at.

Make a...

Financial advice is for the many, not the few

 Michael MacLeod, Financial Adviser Posted in Financial Advice, Financial Planning on 06.01.20 Read

Question: Who needs more help with their money? A millionaire? Or someone getting by month to month?

Of course, it’s a question that could be interpreted and answered in many ways.

These clients all have different goals and objectives and it’s true to say that money means different things to different people. Saving £100 in tax would help any of us, regardless of our wealth. £100 is £100, after all.

The...

Fund Manager Q&A: Shroder Income Fund

 Fiducia Wealth Management Posted in Investing, Fund Manager Q&A on 11.12.19 Read

 We like to post a Fund Manager Q&A periodically, to give a little insight into the processes involved in investment management and throw some light on what concerns you may or may not have.

This month, we hear from Fund Managers Nick Kirrage and Kevin Murphy from Schroders Income 

Fiducia Wealth Management: Tell us a little about how the fund is managed?

Schroder Income Fund: The Global Value Team manages over...

The Gift of Financial Freedom this Holiday Season

 Fiducia Wealth Management Posted in Financial Advice, Saving & Investing for Children (+1 more), on 18.12.19 Read

It’s that time of year again. We’re heading full pelt into the holiday season when we all long for quality time with loved ones but invariably end up stressed out, over-indulged and overdrawn.

For some inexplicable reason, we feel compelled to host the perfect Christmas lunch, to buy the perfect present and to make it the ‘most magical time of the year’.

It’s exhausting! No wonder we need a rest in...

Cost vs Value: Would you pay £2 for a £1 COIN?

 Josh Gupta, CFP™ Chartered MCSI
Chartered Wealth Manager/Planner Posted in Financial Advice, Wealth Management on 16.12.19 Read

Now picture this:  it’s raining, you’re running late for a meeting, the parking meter only accepts £1 Coins and you don’t see any alternative options around.

Or perhaps, you are at the supermarket for your weekly shop and you don’t have a coin for the trolley?

Would you be willing to pay £2 for that £1 coin in the search for comfort? Probably. Even though the price is £1, the value attained is more...

The General Election – Intelligent investing in a climate of unknowns

 Fiducia Wealth Management Posted in Financial Advice, Investing (+3 more), on 09.12.19 Read

“In today’s uncertain economy, the safest solution to be wealthy, be in total control and enjoy freedom for you and your family is to have multiple streams of income.” — Robert G. Allen

The age of uncertainty. The pre-Christmas treat of a general election that the UK’s been gifted is just one of many uncertainties blending with the seasonal festive fever this winter. Trade wars, Brexit, the rise of...

Finding the best mortgage solution for you rarely comes ‘off the shelf’.

 Guest Editor Posted in Financial Advice, Guest Editor (+2 more), on 04.12.19 Read This month’s guest blog comes from our professional connection H D Consultants, provided by principal and founder Howard Reuben.

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...

Fiducia Wealth Management has the Midas touch.

 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...
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