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How to diversify for more security?

 Fiducia Wealth Management Posted in Fiducia News, Financial Advice (+1 more), on 16.09.20 Read

We are delighted to be active members of the Suffolk Chamber of Commerce. Working with, and supporting, local businesses and their owners is an important part of our advisers’ work and these are especially challenging times for businesses right now.

As clients and connections, we invite you to join us for a FREE Webinar providing you with key financial advice towards your income and financial future plans...

Investing in a new world

 Susie Laws, Director & Chartered Financial Planner Posted in Financial Advice, Financial Planning (+2 more), on 21.09.20 Read

The Covid-19 pandemic has triggered the biggest economic crisis since the Great Depression of the 1930s and left many feeling uncertain about their financial future, not to mention their investment strategy. There was a predictable panic to sell as the crisis took hold, but our advice has always been that investing is a long-term strategy and this remains the case. 21% of investors surveyed by Columbia...

Team Talk – Sebastian Eaton

 Sebastian Eaton, Senior Paraplanner Posted in Fiducia News on 14.09.20 Read

There are many things that make Fiducia a little bit different, such as our beautiful location in the heart of the Dedham Vale countryside, but it’s the value of our dedicated team that makes the Fiducia family so special.

This week, we take time out with Sebastian Eaton:

When did you join the Fiducia team and in what role?

I joined in June 2018 as a Senior Paraplanner

How does continued professional...

Can I access Life Insurance after Covid-19?

 Fiducia Wealth Management Posted in Fiducia News, Financial Advice (+5 more), on 07.09.20 Read

As many will know, the over 65s have experienced disproportionately high levels of mortality both directly and indirectly from Covid-19, so the question of life cover and Inheritance Tax (IHT) may be significant for those without policies.

The impact of the Covid-19 pandemic can be seen across lifestyle, wellbeing and finances, as well as health, but the relationship between these areas is only now becoming...

Developments in Dedham

 Fiducia Wealth Management Posted in Fiducia News on 24.08.20 Read

There are many things that make Fiducia a little bit different, such as our beautiful location in the heart of the Dedham Vale countryside, but it’s the value of our dedicated team that makes the Fiducia family so special.

Last month, Client Services Administrator Laura King obtained RO3 in Personal Taxation, the latest of her Chartered Insurance Institute (CII) qualifications. To do this is an immense...

Ask an Expert Q&A: Financial Protection presented by Fiducia and HD Consultants

 Fiducia Wealth Management Posted in Financial Advice, Financial Planning (+1 more), on 01.09.20 Read

“It’s always surprised me how we think nothing of insuring our cars, pets, mobile phones and homes but our income and life can wait. Financial protection is an important area of financial planning that I feel very passionate about.”  –   Michael Macleod, Financial Planner

As a firm that’s proud of our professional and business connections, as well as longstanding client-relations, we have partnered with HD...

The Gold Standard for Defined Benefit Transfers

 Fiducia Wealth Management Posted in Final Salary Pensions, Financial Advice (+2 more), on 17.08.20 Read

In 2018, a parliamentary select committee revealed that thousands of British Steel pension scheme members had been “shamelessly bamboozled” into transferring their pensions to unsuitable funds with high charges.

Nearly a quarter of pension transfer advisers in the UK left the market following this episode and the number of firms offering advice has continued to shrink as firms have found that their...

Why more women should be seeking financial advice

 Fiducia Wealth Management Posted in Financial Advice, Financial Planning (+2 more), on 10.08.20 Read

A recent survey by Fidelity’s Unlocking the Power of Financial Advice found that 21% of men aged between 18 and 34-years-old had sought help from a financial adviser, compared to just 12% of women of the same age.

This is even though almost 25% of women worry about money daily.

Susie Laws, Director and Senior Financial Planner at Fiducia has spoken about the gender gap before and is passionate about ensuring...

Six tips for engaging your family’s next generation in financial planning

 Fiducia Wealth Management Posted in Financial Advice, Financial Planning (+2 more), on 03.08.20 Read

Following a weekend with family or the extended separation due to lockdown, you might have thought about the legacy you’d like to leave your children and grandchildren. But making sure they’re engaged with their finances is just as valuable as an inheritance.

In the wake of the Covid19 fallout, over two thirds of millennials have seen their incomes reduced during the pandemic, research from the Office for...

Ask an Expert Q&A clinic: Retirement Planning, presented by Lambert Chapman & Fiducia Wealth Management

 Fiducia Wealth Management Posted in Financial Advice, Financial Planning (+1 more), on 27.07.20 Read

“Should I keep my final salary, defined benefit, pension?”

“How much capital do I need to generate an income through retirement?”

“Should I keep or sell my shares before I retire?”

As a firm that’s proud of our professional and business connections, as well as longstanding client-relations, we have partnered with Lambert Chapman LLP to deliver a free webinar focusing on Retirement Planning.

We know that...

Thank you for joining our ‘Ask an Expert’ Q&A clinic: Wills, trusts, probate and inheritance tax

 Fiducia Wealth Management Posted in Fiducia News, Financial Advice (+2 more), on 14.07.20 Read

Earlier this month, Goody Burrett & Fiducia Wealth Management held an informal Q&A session dedicated to the legal and financial aspects of property and succession planning. Bringing together the expertise of two highly respected and independent advice firms, this Q&A clinic presented an opportunity to receive expert and direct answers to questions relating to complex issues of property and inheritance planning....

Fiducia Continuity Update: COVID-19

 Fiducia Wealth Management Posted in Fiducia News on 13.07.20 Read

The last few months have been difficult for everyone and we would like to start by wishing good health for you and your loved ones. During this time, we have remained focused on the needs of our clients and we are working hard to maintain our service to you through the continued COVID-19 Coronavirus outbreak.

The rapid spread of the COVID-19 Coronavirus has major implications for families and businesses in the UK...
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Fiducia Wealth Management | September 2020 | Q&A Webinar | Financial Protection Fiducia Wealth Management | August 2020 | Defined benefit vs defined contribution pension? Fiducia Wealth Management | August 2020 | Benefits of diversification Fiducia Wealth Management | August 2020 | Q&A Webinar | Retirement Planning Fiducia Wealth Management | July 2020 | Q&A Webinar | IHT & Trusts Fiducia Wealth Management | An audience with economist Michael Hughes discussing the global outlook. Fiducia Wealth Management | Advice on lifetime allowance Fiducia Wealth Management | Advice for blended families Fiducia Wealth Management | Cash flow analysis Fiducia Wealth Management | What is inheritance tax?