News

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...

John Millican, Executive Chairman Posted in Fiducia News on 19.09.19 Read The annual Fiducia Dedham Run was held Sunday 15 September with over 700 runners of all ages taking part in the 3k and 10k events.

John Millican, Executive Chairman Posted in Fiducia News, Charity on 24.09.19 Read Castle House, Dedham Behind the Lines

Lauren Peters, Senior Financial Adviser Posted in Fiducia News, Financial Advice (+2 more), on 03.09.19 Read Looking to invest in buy-to-let? Make sure you consider all of your options before you do.

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...

Michael MacLeod, Financial Adviser Posted in Fiducia News, Protection on 06.08.19 Read Having met many business owners and directors over the last few years, I was staggered to learn how many of them had never come across or even heard of a relevant life policy. If you are one of them, you are not alone so keep reading to learn how you could potentially save thousands on your personal life assurance.

Fiducia Wealth Management Posted in Fiducia News, Awards (+1 more), on 31.07.19 Read We are proud to announce that Fiducia Wealth Management won the Best Retirement Adviser award at the national 2019 Money Marketing Awards.

Lauren Peters, Senior Financial Adviser Posted in Fiducia News on 30.07.19 Read Lots of our clients ask us how they can best invest for their children or pass down wealth to future generations. Lauren Peters, Senior Adviser at Fiducia Wealth Management, joined the Investors Chronicles team over at the FT for a podcast to discuss the best options, including Lifetime ISAs, gifting and the pros and cons of paying off student loans early. Lifetime ISAs Those aged 18+ can benefit from a...

Fiducia Wealth Management Posted in Fiducia News on 09.07.19 Read Fiducia were delighted to once again host their annual Charity Challenge fundraising event on Thursday 20th June. It is a fun afternoon of team challenges that brings together companies from across Suffolk and Essex.

Fiducia Wealth Management Posted in Fiducia News on 28.06.19 Read Our advisers visited a second school to deliver financial education seminars as part of our Financial Education in Schools Programme. Josh Gupta, chartered financial planner, and Michael McLeod, financial adviser, were invited to present at The Billericay School and thoroughly enjoyed the occasion.

Fiducia Wealth Management Posted in Fiducia News on 10.07.19 Read Fiducia’s senior financial adviser Lauren Peters gives advice on making the most of your lifetime allowance.

Josh Gupta, CFP™ Chartered MCSI
Chartered Wealth Manager/Planner Posted in Fiducia News, Pensions & Retirement on 04.07.19 Read Building up your nest egg is more discipline than difficult.

Daniel Kern, Senior Financial Adviser Posted in Fiducia News, Inheritance Tax on 27.06.19 Read Careful planning can reduce or even eliminate the Inheritance Tax payable.

Lauren Peters, Senior Financial Adviser Posted in Fiducia News, Pensions & Retirement on 19.06.19 Read Starting a new business can be exhilarating but exhausting.