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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 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

Fund Manager Q&A: Worldwide Health Care Trust

Fiducia Wealth Management Posted in Financial Planning, Fiducia News (+3 more), on 05.04.21 Read As part of our ongoing client communications, we like to regularly post quarterly Fund Manager Q&As, in an effort to give a...

Investing, Asia and Community action – an interview with Bill Hayton

Fiducia Wealth Management 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

Josh Gupta, CFP™ Chartered MCSI
Chartered Wealth Manager/Planner
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

Fiducia Wealth Management 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...
View More
Gain further insight to all things financial

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

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Fiducia Wealth Management | March 2021| An interview with Asia author Bill Hayton

Team Talk - Cheryl Bourne

Fiducia Wealth Management Posted in Financial Planning,
on 04.01.17
Read
There are many things that make Fiducia a little bit different, such as our beautiful location in the heart of the Dedham Vale...

Fund Manager Q&A: Worldwide Health Care Trust

Fiducia Wealth Management Posted in Financial Planning,
on 04.01.17
Read

As part of our ongoing client communications, we like to regularly post quarterly Fund Manager Q&As, in an effort to give a...

Developments in Dedham - Happy Easter

Fiducia Wealth Management Posted in Fiducia News,
on 04.01.17
Read

The last few months have been difficult for everyone and we would like to start by wishing good health for you and your loved...

Retirement Pillars: how to diversify your retirement savings

Josh Gupta, CFP™ Chartered MCSI
Chartered Wealth Manager/Planner
Posted in Financial Planning,
on 04.01.17
Read

‘My house is my pension’

‘My business is my pension’

‘I will get full State Pension’

‘I am enrolled in a work...

Guest Editor: How to be a successful First Time Buyer in 2021

Fiducia Wealth Management Posted in Fiducia News,
on 04.01.17
Read
This month’s guest blog post comes from Howard Reuben, principal and founder of HD Consultants. While the content for first...

Investing, Asia and Community action – an interview with Bill Hayton

Fiducia Wealth Management Posted in Fiducia News,
on 04.01.17
Read

Investing is intrinsically linked to global politics, industry, history and culture and the relationship between these factors...

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 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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