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How Covid-19 is affecting wealth management and our services. Our team continues to be fully operational during these unusual times. As ever, we look forward to servicing you at the very highest standard. For further details on our continuity plan and how this affects you please follow this link. Read more

Investment Management

Home Investment Management

Our dedicated team of investment specialists will provide you with comprehensive Investment Management advice and services.

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We take the time to fully understand what is important for you in terms of managing your investments:

  • Attitude to investment risk
  • Time horizon
  • Future cashflow requirements
  • Taxation
  • Present and future income needs
  • Overall financial planning goals
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We offer a full range of investment strategies, suitable for cautious through to adventurous investors, as well as for those seeking income or growth, or a combination of the two.

Our investment strategies can be tailored to portfolios of any size, whether to accumulate wealth, typically during the middle stages of life, through to the preservation or in later life where higher income and capital spend maybe necessary. A fully bespoke service is available where portfolio values are in excess of £1million.

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Risk comes from not knowing what you are doing.
Warren Buffet, legendary investor

All of the portfolios are actively monitored on a regular basis and can be viewed online at any time. We provide you with regular reporting, review recommendations, including valuations, performance and market overviews.

Investment ManagementInvestment Plans Process
Our investment plans process can be summarised...
Our investment plans process can be summarised in 5 stages:
Find Out More
Investment ManagementInvestment Solutions
We believe that effective Investment...
We believe that effective Investment Management stems from robust and consistent investment strategies. Learn more about our investment philosophy below or...
Find Out More

The team at Fiducia took the time to really understand my circumstances and plans for the future and were able to tailor a suite of options which in the ensuing period have really helped move my investments forward.

The team at Fiducia took the time to really understand my circumstances and plans for the future and were able to tailor a suite of options which in the ensuing period have really helped move my investments forward.
Alex Managing Director, Chelmsford, Essex

Gordon Kearney and his team at Fiducia have been fantastic in helping me bring all my investments under one umbrella. His expertise and thoroughness has given me the confidence to take a back seat and get on with what I do best.

Gordon Kearney and his team at Fiducia have been fantastic in helping me bring all my investments under one umbrella. His expertise and thoroughness has given me the confidence to take a back seat and get on with what I do best. Everything we have done over the last two years has been clearly explained and with utter transparency. His background knowledge and ability to produce figures and statistics of any product under discussion has meant that I feel the right decisions have been made at every stage in the process of creating wealth for whatever future eventuality.
Tim Managing Director, Colchester, Essex

Fiducia have treated me so well over the years, moving my money around so that overall I have gained and recently when they knew I was considering cashing in my pension they suggested I move it to ‘safe’ investments…

I have had my pension with Fiducia for many years. I am not a big investor. Fiducia have treated me so well over the years, moving my money around so that overall I have gained and recently when they knew I was considering cashing in my pension they suggested I move it to ‘safe’ investments, as the referendum was about to happen and as we have seen this was excellent advice. This is why they are so good. They suggest actions to the client and are in frequent contact. Previously I was with two different companies and was basically left alone and when I was contacted, it could be from any number of people, whereas the same person has always dealt with me at Fiducia... I have watched this company grow, always putting the client needs first and not just those with large pension pots!
Mrs Clibborn Business Owner, London

Always given options to consider.

I am always given options to consider when I want to invest. I feel fully in control of the investment process when working with Fiducia.

Stuart, business client Worcestershire


Genuinely friendly and helpful.

I’ve been using Fiducia for many years now and they are never anything other than genuinely friendly and helpful.

Fiducia Client

Excellent bespoke personal service.

Fiducia offers an excellent bespoke personal service.

Stuart, business client Worcestershire
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InvestingNews & Case Studies

New Year, New Approach?

Susie Laws, Director & Chartered Financial Planner Posted in Investing, ESG (+4 more), on 05.01.21 Read You can’t go far in our modern world without reading or hearing about the shift in attitudes towards “ESG” investing. ...

Investing in a new world

Susie Laws, Director & Chartered Financial Planner Posted in Financial Advice, Financial Planning (+2 more), on 21.09.20 Read The Covid-19 pandemic has triggered the biggest economic crisis since the Great Depression of the 1930s and left many feeling...

Why more women should be seeking financial advice

Fiducia Wealth Management Posted in Financial Advice, Financial Planning (+2 more), on 10.08.20 Read A recent survey by Fidelity’s Unlocking the Power of Financial Advice found that 21% of men aged between 18 and 34-years-old...

Six tips for engaging your family’s next generation in financial planning

Fiducia Wealth Management Posted in Financial Advice, Financial Planning (+2 more), on 03.08.20 Read Following a weekend with family or the extended separation due to lockdown, you might have thought about the legacy you’d...
View More
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Fiducia Wealth Management | 2020 December | An economic reflection on 2020 and a look to 2021

New Year, New Approach?

Susie Laws, Director & Chartered Financial Planner Posted in Investing,
on 04.01.17
Read

You can’t go far in our modern world without reading or hearing about the shift in attitudes towards “ESG” investing. ...

Lessons Learned from 2020 – wealth wisdom for a happier New Year

Fiducia Wealth Management Posted in Fiducia News,
on 04.01.17
Read

As this unprecedented year draws to a close and world continues to struggle with the financial and economic fallout of the...

The Artistic Elves – the winners

Fiducia Wealth Management Posted in Fiducia News,
on 04.01.17
Read

Last month we launched a competition to design Fiducia’s Christmas cards for 2020 and called upon our clients and friends to...

The value of advice: 4 benefits of using a financial adviser

Fiducia Wealth Management Posted in Fiducia News,
on 04.01.17
Read

One of the most common concerns about using financial advice services is cost. It’s often because individuals are purchasing...

Saving for a child today is a wonderful gift for their future

Susie Laws, Director & Chartered Financial Planner Posted in Fiducia News,
on 04.01.17
Read

We all know that it can be difficult for the next generation to achieve certain milestones and getting that first step on the...

Case Study: Defined Benefit Pension review

Fiducia Wealth Management Posted in Fiducia News,
on 04.01.17
Read
Background

Mr White (60 yrs.) approached Fiducia to conduct a review on his pension arrangements since he was not in the best...

Latest News from Fiducia



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As an Independent Financial Adviser (IFA) Fiducia Wealth Management provides first class financial and investment advice from our offices in Dedham, near Colchester on the Essex Suffolk boarder and in Chelmsford, Essex. Fiducia Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. This site is for information only, and does not constitute financial advice.

© Fiducia Wealth Management, Dedham Hall Business Centre, Brook Street, Dedham, Colchester, Essex CO7 6AD. Also find us at Saxon House, 27 Duke Street, Chelmsford CM1 1HT. No unauthorised reproduction is permitted without prior consent.

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