Investment Process

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.

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.

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!