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Fiducia Mastertrust

Home 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.

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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.

mastertrust

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:

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 advice and services are...
Find Out More
Financial PlanningAssessment of Risk
Understanding investment risk is the key to...
Understanding investment risk is the key to our management of each client’s portfolio. The starting point is always the accurate identification of a...
Find Out More
Nine-tenths of wisdom is being wise in time.
Theodore Roosevelt
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Financial AdviceNews & Case Studies

Award Winners!

Fiducia Posted in Fiducia News, Financial Advice on 02.03.18 Read Fiducia Wealth Management are delighted to have been awarded Adviser of the year (East Anglia and the Midlands) at the...

Will you make provision for all those you hold dear?

Daniel Kern, Senior Financial Adviser Posted in Fiducia News, Financial Advice (+1 more), on 08.03.18 Read Getting your affairs in order and planning what you want to pass on to loved ones Writing a will may seem daunting, and with...

Savings income doesn’t need to be taxing, but it might be taxed!

Daniel Kern, Senior Financial Adviser Posted in Fiducia News, Financial Advice (+3 more), on 31.01.18 Read Prior 6 April 2016 savings from bank and building society accounts were taxed automatically at the basic rate of income tax...

NS&I Guaranteed Growth Bonds Now Available

Fiducia Wealth Management Posted in Financial Advice on 04.05.17 Read National Savings and Investments have now launched the new Investment Guaranteed Growth Bonds.  The Bonds, which are a lump...

Inheritance Tax Exemptions

Richard Heath, Senior Paraplanner Posted in Financial Advice, Inheritance Tax on 15.04.17 Read Making a gift to your family and friends while you’re alive can be a very effective way to reduce the value of your estate...

Fiducia Money Spring Edition

Fiducia Wealth Management Posted in Financial Advice, Inheritance Tax (+3 more), on 30.03.17 Read Welcome to our latest issue, featuring articles written to help you make the most of your hard-earned money and achieve your...

Spring Budget 2017 – Initital Key Points

Fiducia Wealth Management Posted in Fiducia News, Financial Advice on 08.03.17 Read In the ‘last ever Spring Budget’ Chancellor Philip Hammond emphasised the Government’s commitment to business and...

Tapered Annual Allowance

Guest Editor Posted in Tax Planning, Annual Allowance (+2 more), on 22.02.17 Read In this Guest Editor article, Helen Morrissey from Utmost Wealth Management reminds us of the current considerations around...
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Fiducia Wealth Management | 2017 December Webcast

New lease of life

Susie Laws, Senior Financial Adviser Posted in Pensions & Retirement,
on 04.01.17
Read
Pensioners embracing the benefits of retirement and new-found time As with any new life stage, planning often helps a smooth...

Market matters

Gordon Kearney, Director and Financial Adviser Posted in Fiducia News,
on 04.01.17
Read
Don’t let current global uncertainties affect your financial planning It’s important not to let current global...

Wealth preservation

Gordon Kearney, Director and Financial Adviser Posted in Inheritance Tax,
on 04.01.17
Read
Reducing Inheritance Tax means taking action now Without professional advice and careful financial planning, HM Revenue &...

ISA returns of the year

Gordon Kearney, Director and Financial Adviser Posted in Financial Advice,
on 04.01.17
Read
Taking control over where your money is invested tax-efficiently A new tax year is nearly upon us – and that means for all...

Award Winners!

Fiducia Posted in Fiducia News,
on 04.01.17
Read
Fiducia Wealth Management are delighted to have been awarded Adviser of the year (East Anglia and the Midlands) at the...

Will you make provision for all those you hold dear?

Daniel Kern, Senior Financial Adviser Posted in Fiducia News,
on 04.01.17
Read
Getting your affairs in order and planning what you want to pass on to loved ones Writing a will may seem daunting, and with...
Latest News from Fiducia



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As an Independent Financial Adviser (IFA) Fiducia Wealth Management provide first class financial and investment advice from our offices in Dedham, near Colchester on the Essex Suffolk boarder. 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.

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