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Following the recent invasion of Ukraine by Russia, we have written a portfolio update and market outlook. You can view it here

Financial Planning Advice

Home Financial Planning

Unlike Financial Advice, which typically considers one or two subjects in isolation and at a point in time, our Financial Planning services are part of an ongoing and evolving process which evaluate the consequences that a course of action may have on your holistic financial plan.

Creating a financial plan includes looking at your financial future, identifying your goals in life (short, medium and long term), prioritising them and devising a strategy to help you best achieve them in the most tax efficient way. Of course, this can be complex and for many, there will be hurdles that need to be overcome too.

Financial planning is about getting organised for every eventuality and having a plan in place to provide you with peace of mind and a sense of financial security, putting you in control of your finances rather than letting your finances control you.

Our team of award-winning Chartered financial advisers provide the care and attention your financial plan requires to ensure it’s a success, not to mention specific financial advice regarding a particular moment/event/investment at a specific point in time throughout your life.

To understand what working with us looks like initially, please watch this short video.

https://www.fiduciawealth.co.uk/wp-content/uploads/Taking_financial_advice_v1.mp4

To understand the benefits of Financial Planning in more detail, download our free guide below

(click the image)

Guide to Financial Planning

Guide to Financial Planning

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It is a cyclical process to be regularly reviewed and updated as can be seen from the Six Steps below:

Step 1 Initial Fact Finding Meeting

An initial meeting in which we identify the factual and personal information needed to begin the process of writing a financial plan. This is in effect your personal balance sheet.

Step 2 Personal and Financial Goals

A discussion in which we explore and understand your personal and financial goals, objectives and timescales, as well as your attitude to risk.

Step 3 The Analysis

The analysis of all the hard and soft facts as well as the implications of your risk profile.

Step 4 Draft Report

The preparation of a draft report containing analysis and outline proposals for further discussion.

Step 5 The Final Report

Discussion and agreement with you as to the final Report. This includes priorities, action to be taken and liaison with other professionals, such as lawyers and accountants, culminating in the implementation of the agreed plan.

Step 6 Annual Meeting

An annual meeting with you to review, monitor, re-assess and implement further action as necessary.

You cannot escape the responsibility of tomorrow by evading it today.
Abraham Lincoln

Further information about Financial Planning:

Financial PlanningAssessment of Risk
Understanding investment risk is the key to...
Understanding investment risk is the key to how we manage each client’s portfolio. The starting point is always the accurate identification of a...
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Financial PlanningFiducia Mastertrust
The Fiducia Mastertrust account is at the...
The Fiducia Mastertrust account is at the heart of our Financial Planning process. It provides you with a single, integrated financial investment management...
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Fiducia Wealth Management have a true gem with Susie as part of their team

My mother used Fiducia Wealth Management for her financial advice and was extremely satisfied with their service. Seeing first-hand what a sound company they were I was happy invest with them, and have to say am more than satisfied in having Susie Laws acting as my Financial Planner. She is extremely diligent in her work, incredibly efficient (I cannot stress that enough) and, well in short, an absolute delight to work with. Having someone who takes time to understand your needs, provide qualified advice which is genuinely in your best interests as well as always being on hand to answer any queries and to go the extra mile(s) to assist you is not that easy to find. Fiducia Wealth Management have a true gem with Susie as part of their team – it is a privilege to be their client.
Jo Purcell

Susie has demonstrated a firm understanding of my requirements and I am only too happy to endorse her service skills.

For the past year, Susie has been actively involved in converting my pension investments, currently held in a SSAS, into a SIPP. Throughout the whole process Susie has demonstrated a firm understanding of my requirements and I am only too happy to endorse her service skills.
John Mellanby Managing Director - Essex

My main concern was to appoint someone who places my needs at the centre of their advice rather than their own financial gain. I am very comfortable that Susie and Fiducia do this

Susie has guided me in terms of my pension and personal investments in a very professional way. My main concern was to appoint someone who places my needs at the centre of their advice rather than their own financial gain. I am very comfortable that Susie and Fiducia do this which has encouraged me to put further faith and business in her hands.
Mr Ashton

My thanks to you and the team for your help

You may recall that our affairs were so fragmented that I had to resort to A3 paper in order to be able to read the print out of my spreadsheet. I am pleased to say that I am now back to using A4 paper, so matters are becoming simpler and clearer. My thanks to you and the team for your help with this (and for saving a few more trees).
Fiducia Client

Fiducia are an unfailing helpful and knowledgeable group of people whose investment analysis and advice has helped grow my pension and savings portfolio over the many years I have been privileged to have them as my financial advisers.

Fiducia are an unfailing helpful and knowledgeable group of people whose investment analysis and advice has helped grow my pension and savings portfolio over the many years I have been privileged to have them as my financial advisers. Their careful analysis of my risk profile and their choice of funds for me have increased the value of my portfolio despite the global market upheavals of recent and less recent memory. I find their regular market surveys distributed to clients to have an impressive depth of knowledge. I have no hesitation in recommending their services to friends and family and will continue to do so.
Mr Brown Solicitor, Hadleigh in Suffolk

The team at Fiducia are consistently professional and successful in managing our affairs, they listen to our preferences and act in our best interest.

The team at Fiducia are consistently professional and successful in managing our affairs, they listen to our preferences and act in our best interest. The communication, commentary and advice that they regularly issue is valuable and reassuring in these volatile times.
Mr Lansdown Business Owner, Brighton, Sussex
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Financial AdviceNews & Case Studies

Pension consolidation, why, how and when not to

Fiducia Wealth Management Posted in Financial Planning, Final Salary Pensions (+5 more), on 29.06.22 Read As the workforce transitions between generations, the number of jobs people have across their lifetime changes.  A single...

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Control your spending habits and budget

Jack Walmsley, Chartered Financial Planner Posted in Financial Planning, Financial Advice (+4 more), on 30.03.22 Read One of the first questions a financial adviser asks a potential new client is ‘What are your financial goals?’. Whilst...

Soaring inflation and Real Assets – a match made in heaven?

Fiducia Posted in Financial Planning, Fiducia News (+5 more), on 11.04.22 Read We would need to delve back into past times to understand what life with high inflation looks like, because let’s face it, a...
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ECONOMIC UPDATE Q&A WITH MICHAEL HUGHES | Fiducia Wealth Management | May 2021

Pension consolidation, why, how and when not to

Fiducia Wealth Management Posted in Financial Planning,
on 29.06.22
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As the workforce transitions between generations, the number of jobs people have across their lifetime changes.  A single...

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Developments in Dedham - May 2022

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on 30.05.22
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With Spring shortly coming to an end and summer readying itself to commence in June, we thought it best to provide an update...

How to make things easier for your loved ones in the future

Fiducia Posted in Financial Planning,
on 27.05.22
Read
Whilst we all go about our day-to-day business, there is an elephant in every single room we enter. We cannot always see it,...

Under the Spotlight - Fund Manager Q&A

Fiducia Wealth Management Posted in Financial Planning,
on 26.05.22
Read
The financial marketplace continues to experience such unprecedented upheaval. Eye’s have moved from the impact of the...

Control your spending habits and budget

Jack Walmsley, Chartered Financial Planner Posted in Financial Planning,
on 30.03.22
Read
One of the first questions a financial adviser asks a potential new client is ‘What are your financial goals?’. Whilst...
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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. No unauthorised reproduction is permitted without prior consent.

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