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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

(click the image)

Guide to Wealth Management

Investment ManagementInvestment 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

We realise we are in extremely competent hands with Fiducia.

Firstly, thank you for all your efforts : it’s been quite a revelation….!! We realise we are in extremely competent hands with Fiducia. And secondly , to wish you are very Happy New year, and we look forward to working with you and Susie over the coming years.
Douglas London

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
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InvestingNews & Case Studies

How Rising Interest Rates Affect Your Finances

Fiducia Wealth Management Posted in Financial Planning, Financial Advice (+4 more), on 31.05.24 Read The sharp increase in food and energy prices has made inflation a talking point, and a concern, across the nation. We look at...

Common Retirement Planning Mistakes to Avoid

Fiducia Wealth Management Posted in Financial Planning, Final Salary Pensions (+7 more), on 24.05.24 Read Retirement is not what it used to be. Historically, someone would retire in their sixties and receive a state pension, a...

Improving Cash Flow for Small Business Owners

Fiducia Wealth Management Posted in Corporation Tax, Financial Planning (+7 more), on 10.05.24 Read Maintaining steady cash flow is imperative for any business, but especially small companies with limited financial...

Inheritance Tax Rules You Should Know

Fiducia Wealth Management Posted in Financial Planning, Financial Advice (+6 more), on 26.04.24 Read Inheritance tax (IHT) in the UK is a 40% tax on the value of the estate exceeding £325,000 when passed on after...
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7 things you need to know before you use equity release

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Geopolitical tensions have led to a bumpy start to 2025 for investors. If you’re worried about volatility and what it might...

The AI technology that means you need to be vigilant for scams more than ever

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AI technology is presenting lots of opportunities for businesses to improve efficiency, but it’s also being used by...

Why an effective financial plan might involve spending more

Fiducia Wealth Management Posted in Financial Planning,
on 08.04.25
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When people think about financial wellbeing, they often link it to frugality or building wealth. Yet, an effective financial...

How much do you need to be “wealthy”?

Fiducia Wealth Management Posted in Wealth Management,
on 08.04.25
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Wealth is often associated with financial abundance. However, when you look at the things that bring you joy and give you...

Financial protection: How it could help you bridge an income gap

Fiducia Wealth Management Posted in Financial Planning,
on 08.04.25
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You don’t know what’s around the corner, but that doesn’t mean you can’t prepare for it.

A financial shock could...

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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 and Kings House, 101-135 Kings Road, Brentwood, Essex CM14 4DR. No unauthorised reproduction is permitted without prior consent.

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Authorised and regulated by the Financial Conduct Authority. Registered Number 408210

Reviews and Ratings for Financial adviser Gordon Kearney, Colchester
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