Investment Advice

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

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

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 latter life where higher income and capital spend maybe necessary. A fully bespoke service is available where portfolio values are in excess of £1million.

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.

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. 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

Interested in working with Fiducia?

Email Fiducia