News
Personal finance clinic: Save on tax with these tax planning tips
Lauren Peters, Senior Financial Adviser
Posted in Fiducia News, Financial Advice (+2 more), on 20.03.19
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We are fast approaching the end of the tax year, so take a few minutes to review your personal finances ahead of the 5 April deadline.
Developments in Dedham
Posted in Fiducia News on 07.03.19 Read It’s been another busy month in Dedham with further qualifications gained and a new member joining the Fiducia team.Expansion sees Fiducia open office in Chelmsford
Posted in Fiducia News on 27.02.19 Read A multi award-winning wealth management company has announced expansion plans – including opening a second office in Essex.Investment and economic webcast with Michael Hughes
Posted in Fiducia News on 18.02.19 Read Fiducia are delighted to welcome back our investment and economic consultant, Michael Hughes, for his latest webcast.Josh becomes latest Fiducia adviser to celebrate chartered status
Posted in Fiducia News on 15.02.19 Read A financial adviser with over ten years’ experience in both the UK and Australia is celebrating achieving chartered status.Advisers speak to young adults about importance of personal finance
Posted in Fiducia News on 13.02.19 Read Financial advisers from a leading East Anglian firm have spoken to students about the importance of personal finance and careers in financial advice.Exploring your ISA options
Michael MacLeod, Trainee Financial Adviser
Posted in Fiducia News, Financial Advice (+1 more), on 30.01.19
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Time to give your financial future a boost?
State Pension
Daniel Kern, Senior Financial Adviser
Posted in Fiducia News, Pensions & Retirement (+1 more), on 29.01.19
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Women will now start to qualify for the State Pension at the same age as men.
‘We are delighted to be part of such an elite band of companies’
Posted in Fiducia News on 16.01.19 Read If I had to say what makes Fiducia great, I would immediately think of our knowledgeable and professional team who are always looking to learn and improve and who display the highest standard of ethical practice at all times.Fiducia achieves corporate Chartered Financial Planner status
Posted in Fiducia News on 11.01.19 Read Fiducia Wealth Management is celebrating joining a select group of firms who have achieved the prestigious corporate Chartered Financial Planners status.Developments in Dedham
Gordon Kearney, Managing Director and Financial Adviser
Posted in Fiducia News on 21.12.18
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It has been a busy few weeks at Fiducia.
Here are just some of the many highlights…
Fiducia in the running for two titles at the 2019 Professional Adviser Awards
Posted in Fiducia News on 21.12.18 Read Fiducia Wealth Management is delighted to announce that we have been named as a finalist in two awards at the prestigious 2019 Professional Adviser Awards.The Sandwich Generation
Michael MacLeod, Trainee Financial Adviser
Posted in Fiducia News, Pensions & Retirement on 19.12.18
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Financially squeezed between elderly parents and children
Work pressures
Josh Gupta, CFP™ Chartered MCSIChartered Wealth Manager/Planner Posted in Fiducia News on 19.12.18 Read The greatest strains on physical and mental health
Wealth Navigator
Daniel Kern, Senior Financial Adviser
Posted in Inheritance Tax, Discounted Gifts (+3 more), on 19.12.18
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Planning the BEST route for the next generation
Relationship breakdowns
Susie Laws, Director & Chartered Financial Planner
Posted in Pensions & Retirement on 28.11.18
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A pension could well be the biggest single asset in the relationship
You have one life, so invest wisely
Josh Gupta, CFP™ Chartered MCSIChartered Wealth Manager/Planner Posted in Investing on 28.11.18 Read Identifying multiple risk profiles for multiple goals
A summary of the Autumn Budget
Posted in Fiducia News on 02.11.18 Read In a lot of ways, the headlines from a financial planning perspective are what the Chancellor left alone in this week’s Autumn Budget.Generation still taxed
Gordon Kearney, Managing Director and Financial Adviser
Posted in Fiducia News, Pensions & Retirement (+1 more), on 01.11.18
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Numbers nearly double in the last two decades
With so much choice on offer, and with frequent rule changes and distinct tax benefits to consider, finding the right vehicle for your retirement planning is essential.
Cash may not be king
Susie Laws, Director & Chartered Financial Planner
Posted in Pensions & Retirement on 01.11.18
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Pension savers risk a significant tax bill
For most people over the age of 55, it is now possible to cash in or unlock all of your pension. How you take these benefits will depend on the type of scheme you have and how you want to take benefits. But concerns have been raised that some savers may risk running out of cash if they siphon too much out of their pension pots.
Fiducia announce new company director Susie Laws
Posted in Fiducia News on 24.10.18 Read Fiducia Wealth Management are delighted to announce the appointment of Susie Laws as a new company director.Fiducia Charity Challenge supports causes across the border
Posted in Fiducia News on 23.10.18 Read A fundraising challenge event that brought together teams from the financial and legal professions has raised more than £2,000 to support charity work across the Suffolk and Essex borders.Positive outcomes
Josh Gupta, CFP™ Chartered MCSIChartered Wealth Manager/Planner Posted in Investing on 25.09.18 Read Impact investing without sacrificing returns or profits For those looking to make the world a better place, but not wanting to sacrifice returns or profits, impact investing aims to support a positive social or environmental impact as well as looking to achieve compelling financial returns at the heart of sustainable investing.
Financial protection
Daniel Kern, Senior Financial Adviser
Posted in Fiducia News, Protection on 27.09.18
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Families can be left in a precarious situation if the unforeseen were to happen
We all intend that our plans will come good. But making sure that you and your family can cope if you fall ill or die prematurely is something we can too easily put to one side. In particular, a recent study identified that financial protection is something that millions of fathers in the UK, and their families, could benefit from.
Seize The Day – Today
Josh Gupta, CFP™ Chartered MCSIChartered Wealth Manager/Planner Posted in Fiducia News, Pension Contributions (+1 more), on 01.11.18 Read Make your vision a reality Exactly how much you’ll need for a comfortable retirement will depend largely on your cost of living and lifestyle choices. For many people, retirement is about sun-soaked holidays, leisurely rounds of golf and that boat they’ve always coveted.
Later Retirement
Susie Laws, Director & Chartered Financial Planner
Posted in Fiducia News, Pension Contributions (+1 more), on 25.09.18
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Workers extend their careers for a multitude of reasons
When do you plan to retire? Saving for your retirement is a lifelong undertaking – and if you want to enjoy a comfortable retirement, you can’t start planning soon enough. The more you contribute to a pension now, the better chance you’ll have of that money growing and funding your retirement in later life.
