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
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