![](https://www.fiduciawealth.co.uk/wp-content/uploads/ytthumb.jpg"")
Developments in Dedham: A Review of the Year
Posted in Fiducia News,on 16.12.25 Read It’s been an eventful and rewarding year at Fiducia — a year marked by professional milestones, team growth, community...
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.
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
