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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

Sarah Travers, Senior Financial Adviser 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...

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 for Inheritance Tax (IHT) purposes and benefit your loved ones immediately.

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 long-term financial security.

Sarah Travers, Senior Financial Adviser 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 working families. We have summarised below the key points of the Budget. Our full report and analysis will follow in the next few days.

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...

Fiducia Posted in Financial Advice, Investing (+1 more), on 17.01.17 Read Take advantage of investment opportunities in 2017 with our review of 2016 and projections for 2017.

Fiducia Wealth Management Posted in Financial Advice, Tax Planning on 11.01.17 Read Interested in keeping your taxes as low as possible? This article explores what you may wish to consider sooner rather than...

Sarah Travers, Senior Financial Adviser Posted in Financial Advice, Pensions & Retirement on 15.11.16 Read A Reflection on the 2016 Society of Later Life Advisers (SOLLA) Annual Conference 2016 by our Accredited SOLLA Member...