Fiducia Mastertrust
The Fiducia Mastertrust account is at the heart of our Financial Planning process. It provides you with a single, integrated financial investment management service together with a secure, 24 hour, on-line facility to view the composition and performance of your portfolio.
The account is able to hold a wide range of investment assets. It also incorporates the latest open architecture technology, giving direct access to the full range of tax planning wrappers needed to construct a comprehensive financial plan.
The Benefits of the Fiducia Mastertrust
- One single account for all your financial planning investments
- Multiple tax wrappers
- Fully integrated investments management
- Overall ability to control the risk taken with your investments
- Full transparency
- 24 hours on-line access
Further information about Financial Planning:
Unlike Financial Advice, which typically...
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...
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...
Nine-tenths of wisdom is being wise in time.
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Financial AdviceNews & Case Studies
Should I consolidate my pensions?
Michael MacLeod, Financial Adviser
Posted in Financial Advice, Financial Planning (+1 more), on 22.06.20
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Pensions aren’t what they once were. Life and the patterns of employment have changed a great deal since the time when...
An audience with economist Michael Hughes discussing the global outlook
Posted in Fiducia News, Financial Advice (+1 more), on 10.06.20 Read Fiducia’s economic consultant Michael Hughes discusses the outlook for the global economy and markets with Fiducia’s Chairman...Dispelling the myths about financial advice
Posted in Fiducia News, Financial Advice (+1 more), on 08.06.20 Read 45 percent of people admit they spend more time choosing biscuits than planning their financial future Why? There is a...
