Notice: PORTFOLIO UPDATE AND MARKET OUTLOOK FOLLOWING RUSSIA INVASION OF UKRAINE arrow-right

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Following the recent invasion of Ukraine by Russia, we have written a portfolio update and market outlook. You can view it here

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.

To understand how Investment Management plays an important role in your overall Wealth Management strategy, download our free guide below

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Guide to Wealth Management

Guide to Wealth Management

Investment ManagementInvestment Process
Our investment plans process can be summarised...
Our investment plans process can be summarised in 5 stages:
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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...
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Fiducia Wealth Management have a true gem with Susie as part of their team

My mother used Fiducia Wealth Management for her financial advice and was extremely satisfied with their service. Seeing first-hand what a sound company they were I was happy invest with them, and have to say am more than satisfied in having Susie Laws acting as my Financial Planner. She is extremely diligent in her work, incredibly efficient (I cannot stress that enough) and, well in short, an absolute delight to work with. Having someone who takes time to understand your needs, provide qualified advice which is genuinely in your best interests as well as always being on hand to answer any queries and to go the extra mile(s) to assist you is not that easy to find. Fiducia Wealth Management have a true gem with Susie as part of their team – it is a privilege to be their client.
Jo Purcell

Susie has demonstrated a firm understanding of my requirements and I am only too happy to endorse her service skills.

For the past year, Susie has been actively involved in converting my pension investments, currently held in a SSAS, into a SIPP. Throughout the whole process Susie has demonstrated a firm understanding of my requirements and I am only too happy to endorse her service skills.
John Mellanby Managing Director - Essex

My main concern was to appoint someone who places my needs at the centre of their advice rather than their own financial gain. I am very comfortable that Susie and Fiducia do this

Susie has guided me in terms of my pension and personal investments in a very professional way. My main concern was to appoint someone who places my needs at the centre of their advice rather than their own financial gain. I am very comfortable that Susie and Fiducia do this which has encouraged me to put further faith and business in her hands.
Mr Ashton

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
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InvestingNews & Case Studies

Under the Spotlight – Fund Manager Q&A

Fiducia Wealth Management Posted in Financial Planning, Fund Manager Q&A (+3 more), on 26.05.22 Read The financial marketplace continues to experience such unprecedented upheaval. Eye’s have moved from the impact of the...

Soaring inflation and Real Assets – a match made in heaven?

Fiducia Posted in Financial Planning, Fiducia News (+5 more), on 11.04.22 Read We would need to delve back into past times to understand what life with high inflation looks like, because let’s face it, a...

Savings & Investments – What you need, Why & How

Fiducia Wealth Management Posted in Fiducia News, Financial Advice (+3 more), on 28.06.21 Read Savings and Investing are often are used interchangeably, but there is a difference. What are they? Why are they helpful? And...

Lessons learned from the pandemic. An economic insight from Michael Hughes

Fiducia Wealth Management Posted in Financial Planning, Financial Advice (+3 more), on 24.05.21 Read As the world continues to struggle with the financial and economic fallout of the COVID-19 pandemic, there’s no question...
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Gain further insight to all things financial

Watch the Fiducia YouTube channel for our Economic and Market updates.

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ECONOMIC UPDATE Q&A WITH MICHAEL HUGHES | Fiducia Wealth Management | May 2021

Pension consolidation, why, how and when not to

Fiducia Wealth Management Posted in Financial Planning,
on 29.06.22
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As the workforce transitions between generations, the number of jobs people have across their lifetime changes.  A single...

How to Save & Invest for Children

Fiducia Wealth Management Posted in Financial Planning,
on 20.06.22
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Saving and investing for children, can be an important part of a well-rounded financial plan. It is possible to improve your...

Developments in Dedham - May 2022

Fiducia Posted in Fiducia News,
on 30.05.22
Read
With Spring shortly coming to an end and summer readying itself to commence in June, we thought it best to provide an update...

How to make things easier for your loved ones in the future

Fiducia Posted in Financial Planning,
on 27.05.22
Read
Whilst we all go about our day-to-day business, there is an elephant in every single room we enter. We cannot always see it,...

Under the Spotlight - Fund Manager Q&A

Fiducia Wealth Management Posted in Financial Planning,
on 26.05.22
Read
The financial marketplace continues to experience such unprecedented upheaval. Eye’s have moved from the impact of the...

Control your spending habits and budget

Jack Walmsley, Chartered Financial Planner Posted in Financial Planning,
on 30.03.22
Read
One of the first questions a financial adviser asks a potential new client is ‘What are your financial goals?’. Whilst...
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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 border 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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Reviews and Ratings for Financial adviser Gordon Kearney, Colchester
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