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.
Interested in working with Fiducia?
+44 (0)1206 321045
Office hours: 9am - 5pm
Financial AdviceNews & Case Studies
Investing in a new world
Susie Laws, Director & Chartered Financial Planner
Posted in Financial Advice, Financial Planning (+2 more), on 21.09.20
Read
The Covid-19 pandemic has triggered the biggest economic crisis since the Great Depression of the 1930s and left many feeling...
Can I access Life Insurance after Covid-19?
Posted in Fiducia News, Financial Advice (+5 more), on 07.09.20 Read As many will know, the over 65s have experienced disproportionately high levels of mortality both directly and indirectly from...Ask an Expert Q&A: Financial Protection presented by Fiducia and HD Consultants
Posted in Financial Advice, Financial Planning (+1 more), on 01.09.20 Read “It’s always surprised me how we think nothing of insuring our cars, pets, mobile phones and homes but our income and life...
