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:

Financial AdviceNews & Case Studies
Fund Manager Q&A: Foresight Global Infrastructure Fund
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
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
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...