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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

Daniel Kern, Senior Financial Adviser Posted in Financial Advice, Wealth Management on 30.07.18 Read How a simple list can help your loved ones after your death Although it may not feel like it, your family finances are...

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Daniel Kern, Senior Financial Adviser Posted in Fiducia News, Financial Advice (+3 more), on 31.01.18 Read Prior 6 April 2016 savings from bank and building society accounts were taxed automatically at the basic rate of income tax...

Fiducia Wealth Management 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...

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...

Fiducia Wealth Management 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...