Financial Advice UK, News/Blog

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...

Fiducia Wealth Management Posted in Fiducia News, Awards on 09.08.21 Read We are absolutely delighted and extremely proud to announce our Co-Owner, Susie Laws, has been nominated again for Financial Adviser of the Year, in the Women in Finance Awards 2021

In 2020 Susie was nominated and selected as a very worthy winner for the Midlands and East Anglia area. On learning of her nomination this year, Susie said:

I am absolutely delighted to have made the shortlist for Financial Adviser...

Fiducia Wealth Management Posted in Financial Planning, Wealth Management on 29.07.21 Read For those of us hoping for a life of leisure from the age of 60, the obvious question is “How much do I need to retire at 60?”

In this article, we discuss exactly what a good pension pot looks like, how it compares to the average pension and how you can boost its value through other means.

On the surface, retirement planning hasn’t changed all that much over the years. You work, you save and...

Fiducia Wealth Management Posted in Fiducia News on 29.07.21 Read We’re extremely pleased to announce we have sponsored our local amateur sports club, Colchester Rugby Club (CRFC).

Following the club’s move to their brand new, state of the art and purpose-built facilities at Raven Park, we were provided the opportunity to become a sponsor of the club. The new facilities have the use of two AGP pitches, seven grass pitches and boasts a clubhouse containing eight changing...

Fiducia Wealth Management Posted in Fiducia News on 30.07.21 Read Restrictions ease in England, lots of Sport and more growth here at Fiducia

Over the past month we have seen a valiant effort by the England football team at the Euro’s, a successful start to the British Lions tour of South Africa and several medals for Team GB at the opening week of the Olympics. But these were not the only talking points here at Fiducia.

We have continued with our growth plans here in...

Fiducia Posted in Fiducia News on 27.07.21 Read

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 21.06.21 Read

Fiducia is proud to announce that we will be sponsoring the West Mersea Yacht Club’s sailing events again this year, for what we all hope will be a fun-filled and uplifting season.

Fiducia has chosen to sponsor a Racing Mark, alongside other fantastic local businesses, and we encourage our clients to visit their websites and avail themselves of their services too.

As a small, independent Chartered firm we feel...

News

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

Guest Editor: Things to consider for your Tax Return 2020/21

Team Talk – Cheryl Bourne

Under the Spotlight – Fund Manager Q&A

Fund Manager Q&A: Worldwide Health Care Trust

Developments in Dedham – Happy Easter

Retirement Pillars: how to diversify your retirement savings