A summary of the Autumn BudgetPosted in Fiducia News,
on 27.01.17 Read In a lot of ways, the headlines from a financial planning perspective are what the Chancellor left alone in this week’s Autumn...
Research suggests that the vast majority of Insurance Brokers source the Independent Financial Advisers (IFAs) they choose to work with through personal or professional recommendation, and favour firms with a strong local profile and reputation.
When evaluating advisers, professionals place very strong emphasis on qualifications, years of experience and a good cultural and personal fit. Most importantly, you will choose to work with firms that have a clear, client-focused wealth management proposition, like Fiducia.
One key area where we can support Insurance Brokers is tax-efficient planning and investment management.
Our proposition is built solely on complimenting your professional expertise with our award winning team. We can enhance your client experience, you can utilise our expertise and this in turn could generate further appropriate referrals.
We deliver holistic financial planning for the benefit of clients and what sets Fiducia apart is our independence and the positive way in which we treat our clients.