Retirement Strategies Colchester, Essex

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

Retirement Strategies

4 exit options baby boomer business owners might want to consider

Tax-efficient ways for business owners to pay themselves

How the value of your estate affects a key Inheritance Tax allowance

How to take a career break and keep your pension on track

Wealth v strategy: Why a financial plan is essential

How to manage lifestyle inflation to keep your long-term goals on track