Thank you for joining our ‘Ask an Expert’ Q&A clinic: Retirement planningPosted in Financial Advice,
on 27.01.17 Read
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 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.
As an insurance broker, what qualities do you look for when looking for an Independent Financial Adviser (IFA) to work with?
There are many ways in which our expertise in financial planning and investment management can complement and add value to professional insurance services. Perhaps you provide bespoke insurance packages to high net worth individuals, and see a commercial opportunity to offer asset management as an additional service.
Or perhaps you offer risk management services to businesses and private individuals, and would benefit from an expert opinion on investment risk to further boost your reputation.
At Fiducia Wealth, whatever your reasons for seeking an IFA to work with, we understand what matters most to you. We know that as an insurance broker professional, you place high value on qualifications, experience and reputation in your chosen partners. After all, whoever you work with, they have to be good enough for your clients.
We also understand that, for independent firms, local profile is important, and that many brokers will make decisions based on personal or professional recommendations. Based in Dedham, Colchester, we are ready and willing to work with insurance brokers across Essex and Suffolk, offering a clear, client-focused proposition that is second to none.
Finally, as well as credentials and locality, we appreciate that it is vital that there is a good cultural and personal fit for partnerships to work. Our proposition is built solely on complementing your professional expertise with our award-winning team, who are all well versed in building strong, long-lasting, productive relationships.
We can enhance your client experience, you can utilise our expertise. If all works well, the end result is that together we generate further referrals and recommendations from satisfied clients.
One key area where we can support Insurance Brokers is tax-efficient planning and investment management. Not only can we help ensure the advice you offer clients is compliant with tax regulations, we can also help you to highlight tax benefits in the policies you offer.
Overall, we are firmly focused on delivering holistic financial planning advice in all its forms which delivers material benefits to clients. What sets Fiducia Wealth apart is our independence and the positive, warm way in which we treat our clients, a philosophy we will share with your clients too.
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