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How Covid-19 is affecting wealth management and our services. Our team continues to be fully operational during these unusual times. As ever, we look forward to servicing you at the very highest standard. For further details on our continuity plan and how this affects you please follow this link. Read more

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 services are part of an...
Find Out More
Financial PlanningAssessment of Risk
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...
Find Out More
Nine-tenths of wisdom is being wise in time.
Theodore Roosevelt
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Financial AdviceNews & Case Studies

Inflation and interest rates – a guide for cash savers

Josh Gupta, CFP™ Chartered MCSI
Chartered Wealth Manager/Planner
Posted in Fiducia News, Financial Advice (+4 more), on 22.02.21 Read What can be said about inflation and interest rates? The numbers speak for themselves. The Bank of England current base rate...

Fund Manager Q&A: Foresight Global Infrastructure Fund

Fiducia Wealth Management Posted in Fiducia News, Financial Advice (+2 more), on 01.03.21 Read As part of our ongoing client communications, we like to regularly post quarterly Fund Manager Q&As, in an effort to give a...

Tax year end planning 2019 – our top 10 checklist

Fiducia Wealth Management Posted in Inheritance Tax, BPRA | Inheritance Tax | Fiducia Wealth Management (+9 more), on 15.02.21 Read The past year has been incredibly unpredictable, but one thing that’s guaranteed is taxes. We know that the emotional strain...

Fund Manager Q&A: Royal London Sustainable Trust

Fiducia Wealth Management Posted in Investing, ESG (+3 more), on 08.02.21 Read As part of our ongoing client communications, we like to regularly post quarterly Fund Manager Q&As, in an effort to give a...
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Fiducia Wealth Management | March 2021| An interview with Asia author Bill Hayton

Investing, Asia and Community action – an interview with Bill Hayton

Fiducia Wealth Management Posted in Fiducia News,
on 04.01.17
Read

Investing is intrinsically linked to global politics, industry, history and culture and the relationship between these factors...

Inflation and interest rates - a guide for cash savers

Josh Gupta, CFP™ Chartered MCSI
Chartered Wealth Manager/Planner
Posted in Fiducia News,
on 04.01.17
Read

What can be said about inflation and interest rates? The numbers speak for themselves. The Bank of England current base rate...

Fund Manager Q&A: Foresight Global Infrastructure Fund

Fiducia Wealth Management Posted in Fiducia News,
on 04.01.17
Read

As part of our ongoing client communications, we like to regularly post quarterly Fund Manager Q&As, in an effort to give a...

Tax year end planning 2019 - our top 10 checklist

Fiducia Wealth Management Posted in Inheritance Tax,
on 04.01.17
Read

The past year has been incredibly unpredictable, but one thing that’s guaranteed is taxes. We know that the emotional strain...

Fund Manager Q&A: Royal London Sustainable Trust

Fiducia Wealth Management Posted in Investing,
on 04.01.17
Read

As part of our ongoing client communications, we like to regularly post quarterly Fund Manager Q&As, in an effort to give a...

Pension planning - Defined Benefit transfer advice

Richard Heath, Director & Senior Paraplanner Posted in Final Salary Pensions,
on 04.01.17
Read

What is a DB or Final Salary Pension?

Broadly there are two types of pensions, Defined Contribution (DC) and Defined Benefit...

Latest News from Fiducia



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

© Fiducia Wealth Management, Dedham Hall Business Centre, Brook Street, Dedham, Colchester, Essex CO7 6AD. Also find us at Saxon House, 27 Duke Street, Chelmsford CM1 1HT. No unauthorised reproduction is permitted without prior consent.

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