Financial Planning Advice

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 the holistic plan.

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:

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. 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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