Financial Advice UK, News/Blog

Fiducia Wealth Management Posted in Fiducia News, Awards (+2 more), on 30.11.21 Read “If I can’t do great things, I can do small things in great ways.” — Martin Luther King Jr, we’re sure many people can resonate with this in someway or another. As the best C-word approaches – Christmas, it’s doing the small things in great ways that matters.

The month of November is known to be a beautiful month that acts as the boundary between autumn and winter. Here at Fiducia, November acted...

Fiducia Wealth Management Posted in Fiducia News, Pension Contributions (+2 more), on 30.11.21 Read Not everyone likes to discuss their personal finances, but could this problem be down to the lack of understanding of finance across the UK? According to the S&P Global Financial Literacy Survey, only 1 in 3 adults are financially literate worldwide. With stats like this in circulation, here at Fiducia we are planning to help improve the numbers by re-launching our Schools Initiative programme.

If you do not...

Fiducia Wealth Management Posted in Financial Planning, Inheritance Tax (+2 more), on 18.11.21 Read Personal protections or life insurance policies are something most will put off until they really feel they should take it out, and to put it bluntly – that’s normally too late and follows a recent health scare.

It’s somewhat understandable though given in today’s society, the concept of insurance has become shrouded with negativity. Most people feel forced into it – the legal requirement for car...

Fiducia Wealth Management Posted in Fiducia News, Fund Manager Q&A (+2 more), on 09.11.21 Read

The financial marketplace continues to experience such unprecedented upheaval. Our Investment Committee is working continuously to adapt our portfolios to accommodate and protect against any global fluctuations.

Like our own Investment Committee, the Portfolio Managers of the funds we invest into are having to address, adapt and evolve throughout this period too.

We recently caught up with Eustace Santa Barbara,...

Fiducia Wealth Management Posted in Fiducia News on 05.11.21 Read Walt Disney once said “We keep moving forward, opening new doors, and doing new things because we’re curious and curiosity keeps leading us down new paths”. At Fiducia we’re continuously looking to do new things, this past month was no different and we did open a new door…literally.

Whilst our office refit was being completed by the excellent team at Source One, the entire team took a time out together...

Fiducia Wealth Management Posted in Fiducia News, Wealth Management on 28.10.21 Read We recently announced a trio of new members to join Team Fiducia. One of which was the arrival of Robert Wood, a Financial Adviser who joined us following several years at Scrutton Bland.

So who is Robert Wood?

Robert Wood or Rob as he prefers to be called, was born in 1985 and grew up in Harwich. Rob was one of 2 children in his family, he has a younger sister.

From a young age Rob developed a passion for...

Fiducia Wealth Management Posted in Financial Planning, Awards (+2 more), on 12.10.21 Read Fiducia Wealth Management Co-Owner and Chartered Financial Adviser Susie Laws has won the 2021 Professional Adviser Women in Finance Award for Financial Adviser of the Year – Midlands & East Anglia for the second year running.

This caps an eventful 12 months for the former paraplanner.

Joining Fiducia a little over 4 years ago, Susie’s career has done nothing but speed its way to higher heights year after year....

Fiducia Wealth Management Posted in Fiducia News, Market Commentary (+1 more), on 12.10.21 Read

As the UK and the rest of the World begins to emerge to a life now posing the threat of Covid-19, the financial marketplace continues to experience such unprecedented upheaval. Our Investment Committee is working continuously to adapt our portfolios to accommodate and protect against the global fluctuations and challenges presented by Covid-19.

Like our own Investment Committee, the Portfolio Managers of the...

Fiducia Wealth Management Posted in Fiducia News on 06.10.21 Read ‘Just like that’ said Tommy Cooper and something similar could be heard around our offices during September as the month seemed to whizz by with a flurry of events unfolding here at Fiducia.

Our growth plans continue on track and this month we’re pleased to announce the arrival of three new people joining the Fiducia team.

Our office refit has firmly begun, this is something both Gordon and Susie have been...

Fiducia Wealth Management Posted in Financial Planning, Fiducia News on 29.09.21 Read It’s a common misconception that only wealthy people have the need for a financial adviser. It goes without saying the more affluent a person is, the more likely they are to seek financial advice. This isn’t down to an individual having wealth they wish to protect, invariably it’ll have something to do with it, but affluent people are more likely to make better decisions where their money is...

Susie Laws, Director & Chartered Financial Planner Posted in Financial Planning, Annual Allowance (+3 more), on 23.09.21 Read Typically, people ask me how I’m going to manage their money, how I can assist them in protecting their wealth and leaving a legacy for their family after the inevitable happens and they are no longer alive. Looking back, I’ve always treated clients’ money the same way I would my own.

Whenever a new client comes along, however that may be, there’s always the information gathering phase – the normal...

Fiducia Wealth Management Posted in Fiducia News, Fund Manager Q&A (+2 more), on 14.09.21 Read

With the financial marketplace experiencing such unprecedented upheaval, our Investment Committee is working continuously to adapt our portfolios to accommodate and protect against the global fluctuations and challenges presented by Covid-19.

Like our own Investment Committee, the Portfolio Managers of the funds we invest into are having to address, adapt and evolve throughout this period too.

We recently caught...

Fiducia Wealth Management Posted in Fiducia News on 31.08.21 Read

Like most August months, there’s been holidays, the West Mersea Regatta and this year we have invested further into our local community.

August is always a busy month here at Fiducia, this year was no different.

With the team taking annual leave throughout the month to spend time with their family, holidaying or just having a time out, everyone has worked collectively to deliver outstanding work for our...

Fiducia Wealth Management Posted in Fiducia News on 23.08.21 Read

We are really pleased to announce our latest efforts to support the local community here in Colchester is through our sponsorship of the Senior 3/4 series in the first of its kind British Cycling Event – the Colchester Centurion Autumn Race Series.

The series is a fantastic opportunity for keen cyclists of all ages from 8 years old to participate in competitive races at a brand new facility.

What is the...

News

Developments in Dedham – November 2021

Fiducia Re-Starts Schools Initiative Programme

Personal Protection – what is it and is it worth it?

Under the Spotlight – Fund Manager Q&A

Developments in Dedham – October 2021

Fiducia Adviser Insight – Robert Wood

Susie Laws – Financial Adviser of the Year 2 years running

Under the Spotlight – Fund Manager Q&A

Developments in Dedham – September 2021

Where in life is financial advice needed?

Adviser Insight: Susie Laws – How I manage my money

Under the Spotlight – Fund Manager Q&A

Developments in Dedham – August 2021

Fiducia Supports New British Cycling Event in Colchester

Breaking News – Fiducia Co-Owner nominated

Retirement Planning – How can I retire at 60?

Joining the Scrum – Fiducia Sponsors Colchester Rugby Club

Developments in Dedham – July 2021

Under the Spotlight – Fund Manager Q&A

Flying the flag for West Mersea Yacht Club

Savings & Investments – What you need, Why & How

Guest Editor – Stamp Duty Land Tax: pay less when buying more?

Lessons learned from the pandemic. An economic insight from Michael Hughes

Developments in Dedham

How to navigate divorce and financial planning

How to prepare your estate for your loved ones

Guest Editor: Why your business should consider giving back locally

The pandemic’s financial planning boost