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

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.
InvestingNews & Case Studies
Investing, Asia and Community action – an interview with Bill Hayton
Posted in Fiducia News, Investing (+2 more), on 08.03.21 Read Investing is intrinsically linked to global politics, industry, history and culture and the relationship between these factors...Inflation and interest rates – a guide for cash savers
Posted in Financial Planning, Fiducia News (+4 more), on 22.02.21 Read What can be said about inflation and interest rates? The numbers speak for themselves. The Bank of England current base rate...Fund Manager Q&A: Foresight Global Infrastructure Fund
Posted in Fiducia News, Financial Advice (+2 more), on 01.03.21 Read As part of our ongoing client communications, we like to regularly post quarterly Fund Manager Q&As, in an effort to give a...
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.