Guest Editor: Why your business should consider giving back locallyPosted in Financial Planning,
on 03.05.21 Read This month’s guest blog post comes from Perry Norton, Head of Development at Essex Community Foundation Perry gives examples...
How Covid-19 is affecting wealth management and our services. Our team continues to be fully operational during these unusual times. As ever, we look forward to servicing you at the very highest standard. For further details on our continuity plan and how this affects you please follow this link. Read more
Research suggests that the vast majority of accountants source the Independent Financial Advisers (IFAs) they choose to work with thorough personal or professional recommendation, and favour firms with a strong local profile and reputation.
When working with financial advisers and evaluating them, these professions place very strong emphasis on qualifications, years of experience and a good cultural and personal fit. Most importantly, they look for firms with a clear, client-focused wealth management proposition.
Key areas for accountants are pensions and retirement planning, tax-efficient planning and investment management.
Our proposition is built solely upon complimenting your professional expertise with our award winning team. We can enhance your client experience, you can utilise our expertise and this solicitor to IFA relationship could in turn could generate further appropriate referrals.
We deliver holistic financial advice and planning for the benefit of clients and what sets Fiducia apart is our independence and the positive way in which we treat our clients.
Our philosophy incorporates openness, independence and accountability. We understand as a professional accountant that you occupy a position of trust and that you need to ensure you perform adequate due diligence before selecting a professional partner. For a copy of our due diligence document, please contact firstname.lastname@example.org.
What sets us apart is our ability to deliver and this is borne out by the many industry awards that we have gained in our pursuit of excellence, to find out more about our awards see this link.
Our clear wealth management proposition stands us in good stead with firms looking to work with like-minded professionals to diversify and expand their business.
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