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 advice and services are...
Understanding investment risk is the key to...
Understanding investment risk is the key to our management of 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
Financial AdviceNews & Case Studies
Will you make provision for all those you hold dear?
Posted in Fiducia News, Financial Advice (+1 more), on 08.03.18 Read Getting your affairs in order and planning what you want to pass on to loved ones Writing a will may seem daunting, and with...Savings income doesn’t need to be taxing, but it might be taxed!
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...NS&I Guaranteed Growth Bonds Now Available
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...Inheritance Tax Exemptions
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 Money Spring Edition
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...Spring Budget 2017 – Initital Key Points
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...Tapered Annual Allowance
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...