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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:

Nine-tenths of wisdom is being wise in time.

Theodore Roosevelt

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Financial AdviceNews & Case Studies

Josh Gupta, CFP™ Chartered MCSI
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Josh Gupta, CFP™ Chartered MCSI
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Michael MacLeod, Financial Adviser Posted in Financial Advice, Wealth Management on 18.11.19 Read Some of the best, most valuable financial advice doesn’t require reinventing the wheel. In fact, it can often be the most...