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Retirement Strategies

Home Financial Professionals Retirement Strategies

Listening, identifying issues, setting objectives, creating a successful strategy and delivering results. As a business coach you do this for your clients day to day; it’s also integral to our client proposition at Fiducia Wealth Management.

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Fiducia believes in working in partnership with like-minded professionals. That is why we enjoy complimenting the work of Business Coaches as professional wealth advisers for company pensions, investment and retirement strategies / planning advice.

Understanding your client deeply, questioning them, getting to grips with their assets, removing barriers, identifying their objectives, showing them the way forward and being there for every step of that journey is what Fiducia really enjoys.  We believe in bringing professional experts into our team to aid our client achieve all their objectives, and quite often when we work with business-owner clients we see the need to introduce a business coach.  Our client then has a dedicated professional steering them on both their business wealth as well as their personal wealth, which are often interlinked.

We know our coaching partners are best placed to assist our clients with transforming their business in both a commercial and cultural capacity, by coaching clients Fiducia have a long-track record in providing complementary services in relation to total wealth planning, to:

  • Protect the continuity of the business with Partner/Director protection
  • Provide a capital injection on the death/illness of Key Personnel
  • Inter-generational wealth planning for family businesses
  • Retirement Strategies, including business-friendly pensions
  • Investment Portfolio Management for individuals and trusts
  • Inheritance tax strategies in the best interests of the family
  • Tax driven investments (e.g. VCT and EIS)
  • Alternative investing, using AIM and Business Property Relief arrangements
  • Simple tax-efficient investment structures
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How pension and Inheritance Tax policy changes could affect your legacy

Fiducia Wealth Management Posted in Inheritance Tax,
on 25.09.25
Read
From April 2027, pensions are expected to fall within your estate and could be liable for Inheritance Tax (IHT). That date...

Why the Labour government could reform the State Pension and what it means for you

Fiducia Wealth Management Posted in Pensions & Retirement,
on 25.09.25
Read
Almost half of Brits doubt the State Pension will exist by the time they retire, according to a PensionsAge report published...

5 challenges a financial midlife MOT could help you overcome

Fiducia Wealth Management Posted in Financial Planning,
on 25.09.25
Read
Your midlife can be an exciting time; you may have ticked off some goals or bucket list items and are looking forward to what...

3 ways behavioural bias could affect your approach to estate planning

Fiducia Wealth Management Posted in Wealth Management,
on 25.09.25
Read
Financial biases are often linked to investing. However, subconscious tendencies can affect many aspects of your finances,...

Planning for care: How to set out your wishes

Fiducia Wealth Management Posted in Long Term Care,
on 25.09.25
Read
Planning for the possibility of needing care can be daunting, but it also provides you with a sense of control and a chance to...

The 3 steps to achieving financial wellbeing

Fiducia Wealth Management Posted in Financial Planning,
on 25.09.25
Read
This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of...
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As an Independent Financial Adviser (IFA) Fiducia Wealth Management provides first class financial and investment advice from our offices in Dedham, near Colchester on the Essex Suffolk border and in Chelmsford, Essex. Fiducia Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. This site is for information only, and does not constitute financial advice.

© Fiducia Wealth Management, Dedham Hall Business Centre, Brook Street, Dedham, Colchester, Essex CO7 6AD. Also find us at Saxon House, 27 Duke Street, Chelmsford CM1 1HT and Kings House, 101-135 Kings Road, Brentwood, Essex CM14 4DR. No unauthorised reproduction is permitted without prior consent.

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