Notice: Covid19 - Our continuity arrow-right

charteredfp-crest copy Created with Sketch. Wealth Management & Wealth PreservationMulti award winning chartered wealth management
Watch us on FWMTV Existing Client? Login
+44 (0)1206 321045
Menu
Watch us on FWMTV Existing Client? Login
  • About
    Us
    • About Us
    • Corporate Chartered Status
    • Our Clients
    • Why Choose Us
    • Awards
    • Testimonials
    • Our Fees
    • What We Do
    • Key Documents
    • Our Team
    • Charities & groups we support
    • Connections & useful links
  • Financial
    Planning
    • Overview
    • Assessment of Risk
    • Fiducia Mastertrust
  • Investment
    Management
    • Overview
    • Investment Process
    • Investment Solutions
  • Pensions
    & Retirement
    • Overview
    • Preparing for Retirement
    • At Retirement
  • IHT & Estate
    Planning
    • Overview
    • Trust Planning & Solutions
    • Investment Solutions
    • Whole Life Insurance
    • Wills & Powers of Attorney
  • Later Life
    Planning
    • Overview
    • Investment And Savings
    • Long Term Care
    • Home Equity Release
  • Protecting
    Your Family
    • Overview
    • Life Assurance
    • Income Protection Cover
    • Critical Illness Cover
    • Private Medical Insurance
    • Business Solutions
  • News &
    Case Studies
  • Contact
    Us
    • Contact
    • Recruitment

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

Critical Illness Cover

Home Critical Illness Cover

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 conditions which in itself creates more financial difficulties due to long periods of treatment and convalescence after which we may not be able to return to our original occupation.

divider

Critical Illness policies pay out on the diagnosis of a specific critical condition, this capital lump sum at such a time can provide the means to pay for medical costs, alterations to your home or to replace lost income.

Critical illness cover can be a standalone arrangement, or added to life assurance to form a fully comprehensive solution.

As with most forms of insurance, there are a complex array of options to choose from and finding the right level of cover for your needs is not always straightforward.  Our team of experienced advisers can help to guide you through the choices to ensure you secure the most appropriate solution.

* Source: Cancer Research UK
one who holds everything in trust, a person who has the power and obligation to act for another under circumstances that require total trust, good faith and honesty, one who has greater knowledge and expertise about matters being handled, a person who acts to a higher standard of conduct and trust.
Fiduciary from the Latin fiducia

Further information about Protecting Your Family:

Family Financial Protection & Planning
‘Live like you will die tomorrow, but plan...
‘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,...
Find Out More
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 & 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

We look forward to the future now as the past has been very stressful

We would just like to say thank you for the meeting this afternoon, we feel that we have made the right choice in putting our financial Investments with you.  It is a time of change for us and it is important that we feel someone is there to guide us as we move into a new chapter in our lives. We look forward to the future now as the past has been very stressful, and although it gave us financial security, it came at a high cost health wise.  A new less hectic life awaits us although I will have to stop spending so much on little rewards!
Fiducia Client

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

The team at Fiducia are consistently professional and successful in managing our affairs, they listen to our preferences and act in our best interest.

The team at Fiducia are consistently professional and successful in managing our affairs, they listen to our preferences and act in our best interest. The communication, commentary and advice that they regularly issue is valuable and reassuring in these volatile times.
Mr Lansdown Business Owner, Brighton, Sussex

You are always so calm, courteous and reassuring.

It is always a pleasure to speak with you on the telephone. You are always so calm, courteous and reassuring.
Mrs Scott Retired, Colchester
divider
Interested in working with Fiducia?
Email Fiducia
+44 (0)1206 321045 Office hours: 9am - 5pm
Become a client

ProtectionNews & Case Studies

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 Advice, Financial Planning (+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 Advice, Financial Planning (+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...

Seven ways to future proof your finances for the unexpected

Fiducia Wealth Management Posted in Fiducia News, Financial Advice (+4 more), on 01.06.20 Read There are a fair few things in life which catch us and our plans off guard. Indeed, Covid19 and it’s global, multi-level...

Financial Protection: what to do when things go wrong.

Michael MacLeod, Financial Adviser Posted in Financial Advice, Financial Planning (+3 more), on 25.05.20 Read What to do when things go wrong? Everyone has their own unique story to tell throughout the Covid19 nightmare we find...

Dogs and Investment portfolios – They’re the same right?

Fiducia Wealth Management Posted in Financial Planning, Investing (+2 more), on 20.01.20 Read Twelve months ago, my Rottweiler Sonny unfortunately started to hop on one of his back legs and refuse to put weight on the...

Huge Savings for Business life Insurance

Michael MacLeod, Financial Adviser Posted in Fiducia News, Protection on 06.08.19 Read Having met many business owners and directors over the last few years, I was staggered to learn how many of them had never...

Financial protection

Fiducia Wealth Management Posted in Fiducia News, Protection on 27.09.18 Read Families can be left in a precarious situation if the unforeseen were to happen We all intend that our plans will come good....
View More
Gain further insight to all things financial

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

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

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

Fiducia Wealth Management Posted in Fiducia News,
on 17.01.17
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 Fiducia News,
on 17.01.17
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,
on 17.01.17
Read

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

Tax year end planning 2019 - our top 10 checklist

Fiducia Wealth Management Posted in Inheritance Tax,
on 17.01.17
Read

The past year has been incredibly unpredictable, but one thing that’s guaranteed is taxes. We know that the emotional strain...

Fund Manager Q&A: Royal London Sustainable Trust

Fiducia Wealth Management Posted in Investing,
on 17.01.17
Read

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

Pension planning - Defined Benefit transfer advice

Richard Heath, Director & Senior Paraplanner Posted in Final Salary Pensions,
on 17.01.17
Read

What is a DB or Final Salary Pension?

Broadly there are two types of pensions, Defined Contribution (DC) and Defined Benefit...

Latest News from Fiducia



  • Home
  • About
  • News
  • Our Team
  • Contact
  • Privacy Policy
Phone Number: +44 (0)1206 321045

|

Email: email@fiduciawealth.co.uk

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.

Registered in England and Wales. Registered Number 3029164
Authorised and regulated by the Financial Conduct Authority. Registered Number 408210

Reviews and Ratings for Financial adviser Gordon Kearney, Colchester
Website by Fellowship

Our website uses cookie technology. Learn more about the cookies used on this website, how to manage cookies and how to block cookies (at any time) by clicking here. By using our website you consent to our use of cookies

Privacy Policy