Notice: ***2023 CHRISTMAS OPENING TIMES*** arrow-right

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Please note our offices will be open throughout the upcoming 2023 Christmas period at the below times:

Monday 18th December 2023

9am to 5pm OPEN AS USUAL

Tuesday 19th December 2023

9am to 5pm OPEN AS USUAL

Wednesday 20th December 2023

9am to 5pm OPEN AS USUAL

Thursday 21st December 2023

9am to 5pm OPEN AS USUAL

Friday 22nd December 2023

9am - 12pm CLOSING AT MIDDAY

Monday 25th December 2023

CLOSED ALL DAY

Tuesday 26th December 2023

CLOSED ALL DAY

Wednesday 27th December 2023

9am - 5pm OPEN AS USUAL

Thursday 28th December 2023

9am - 5pm OPEN AS USUAL

Friday 29th December 2023

9am - 5pm OPEN AS USUAL

Monday 1st January 2024

CLOSED ALL DAY

Tuesday 2nd January 2024

9am - 5pm BACK TO NORMAL SERVICE

Family Financial Protection & Planning

Home Family Financial Protection & Planning

‘Live like you will die tomorrow, but plan like you will live forever.’ When it comes to protecting our family, most of us believe in our own immortality, but experience teaches us that it’s always best to be prepared. Protecting your family is every person’s basic instinct and it’s why we do everything we can to make sure the ones we love stay safe and out of harm’s way.

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Your family is your greatest achievement but also your greatest responsibility and therefore family financial planning protection should be at the very top of the list of priorities.

If you do have existing cover it should be regularly reviewed to ensure it remains sufficient and cost effective. If you have no insurance to protect your family or you wish to review your cover we can advise how it can be best provided within your set budget.

To better understand the needs for Family Protection, download our free guide below

(Click the image)

Guide to Family Protection

 

Family Financial Protection & PlanningLife Assurance
This may be needed to clear a mortgage or...
This may be needed to clear a mortgage or other borrowing, to pay for the upkeep of children or dependents for their education, upbringing and to allow a...
Find Out More
Family Financial Protection & PlanningIncome Protection Cover
There are a fair few things in life which...
There are a fair few things in life which catch us off guard and derail our plans. Making plans for the unexpected is something we can do and is a core...
Find Out More
Family Financial Protection & PlanningCritical Illness Cover
More than one in three people will develop...
More than one in three people will develop some form of cancer during their lifetime*. Developments in medical science means more of us survive critical...
Find Out More
Family Financial Protection & PlanningPrivate Medical Insurance
Whilst we truly value the National Health...
Whilst we truly value the National Health Service, we also appreciate that its resources are coming under increasing pressure and may not be able to meet...
Find Out More
Family Financial Protection & PlanningBusiness Solutions
For those who are Directors or Partners in...
For those who are Directors or Partners in private sector businesses, there are added responsibilities as well as potential asset values to protect on...
Find Out More
Risk comes from not knowing what you are doing.
Warren Buffet, legendary investor

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

My thanks to you and the team for your help

You may recall that our affairs were so fragmented that I had to resort to A3 paper in order to be able to read the print out of my spreadsheet. I am pleased to say that I am now back to using A4 paper, so matters are becoming simpler and clearer. My thanks to you and the team for your help with this (and for saving a few more trees).
Fiducia Client

Fiducia are an unfailing helpful and knowledgeable group of people whose investment analysis and advice has helped grow my pension and savings portfolio over the many years I have been privileged to have them as my financial advisers.

Fiducia are an unfailing helpful and knowledgeable group of people whose investment analysis and advice has helped grow my pension and savings portfolio over the many years I have been privileged to have them as my financial advisers. Their careful analysis of my risk profile and their choice of funds for me have increased the value of my portfolio despite the global market upheavals of recent and less recent memory. I find their regular market surveys distributed to clients to have an impressive depth of knowledge. I have no hesitation in recommending their services to friends and family and will continue to do so.
Mr Brown Solicitor, Hadleigh in Suffolk

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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ProtectionNews & Case Studies

5 reasons to have a Financial Adviser

Fiducia Wealth Management Posted in Financial Planning, Final Salary Pensions (+8 more), on 31.07.23 Read In today’s uncertain and volatile economy, succumbing to financial stress has become all too common. In such a scenario,...

***UPDATED*** After the UK Budget, should I pay into my pension again?

Susie Laws, Director & Chartered Financial Planner Posted in Financial Planning, Financial Advice (+6 more), on 22.03.23 Read “Following the budget, should I pay into a pension again? And what about if I have existing transitional LTA...

Fiducia adviser appears on the BBC

Fiducia Wealth Management Posted in Financial Planning, Fiducia News (+4 more), on 13.10.22 Read Fiducia Co-Owner and Chartered Financial Adviser, Susie Laws, was live on BBC Scotlands ‘The Nine’ show yesterday...

Economist Q&A – With Michael Hughes

Fiducia Wealth Management Posted in Financial Planning, Fiducia News (+10 more), on 30.09.22 Read Following the mini budget delivered by UK Chancellor Kwasi Kwarteng, financial markets have suffered a downturn in fortune....

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

Fiducia Posted in Financial Planning, Financial Advice (+5 more), 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,...

Can I access Life Insurance after Covid-19?

Fiducia Wealth Management Posted in Fiducia News, Financial Advice (+5 more), on 07.09.20 Read As many will know, the over 65s have experienced disproportionately high levels of mortality both directly and indirectly from...

Ask an Expert Q&A: Financial Protection presented by Fiducia and HD Consultants

Fiducia Wealth Management Posted in Financial Planning, Financial Advice (+1 more), on 01.09.20 Read “It’s always surprised me how we think nothing of insuring our cars, pets, mobile phones and homes but our income and life...

Personal Protection

Fiducia Wealth Management Posted in Financial Planning, Financial Advice (+2 more), on 20.07.20 Read Background Mr and Mrs Little both work and save into a pension. The couple decided they wanted to review the pensions as well...
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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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Bite sized bits – Inheritance Tax (IHT)

Fiducia Wealth Management Posted in Financial Planning,
on 15.08.23
Read
IHT stands for Inheritance Tax and is a tax that is levied on the estate of deceased individuals in the UK. The tax is based...

Developments in Dedham – August 2023

Fiducia Wealth Management Posted in Fiducia News,
on 03.08.23
Read
We hope this message finds you well. It’s been some time since our last update, so we wanted to provide an overview of the key...

Is An Interest Rate Rise Good For You?

Fiducia Wealth Management Posted in Financial Planning,
on 03.08.23
Read
The Bank of England raised interest rates to 5.25% on Thursday 3rd August 2023, that’s now the 14th consecutive month that...

5 reasons to have a Financial Adviser

Fiducia Wealth Management Posted in Financial Planning,
on 31.07.23
Read
In today’s uncertain and volatile economy, succumbing to financial stress has become all too common. In such a scenario,...

Bite sized bits – Retirement Needs

Fiducia Wealth Management Posted in Financial Planning,
on 24.07.23
Read
Retirement is a crucial stage in life that requires careful planning and preparation. It’s a time when you are no longer...

Understanding Business Relief

Fiducia Wealth Management Posted in Financial Planning,
on 17.07.23
Read
Business Relief (BR), formerly known as Business Property Relief (BPR) is a tax relief in the UK that can help to reduce the...
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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