Retirement Planning & Investment

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Whether you are just starting your working life, or looking forward to imminent retirement, we are able to provide comprehensive Independent Financial Retirement Advice and Retirement Planning to guide you through the complex choices you may have to make.  After all, retirement planning is not limited to pension plans, but should include many other tax and investment strategies.

Further information about Pensions & Retirement:

Retirement Planning & InvestmentPreparing for Retirement
We are all aware of the need to invest and...
We are all aware of the need to invest and accumulate a fund sufficient enough to provide for our retirement. However, with other financial commitments this...
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Retirement Planning & InvestmentAt Retirement
Having worked hard to accumulate wealth during...
Having worked hard to accumulate wealth during your working life, you will want to make sure those funds continue to support you and your family. Through...
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Things do not happen. Things are made to happen.
John F. Kennedy

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

They are always there to help and provide answers which has helped us over the years.

They are always there to help and provide answers which has helped us over the years especially recently when my wife has also retired from Civil Service.
Mr & Mrs Brown Retired Civil Servant, Essex

As a result of working with the Fiducia team I was able to understand my options and make my final choices with a very high level of confidence. It was a great experience that exceeded my expectations and I would not hesitate to recommend Fiducia to friends and family.

At the end of April I took redundancy and retired from a FTSE 100 company. The sums on money involved in terms of redundancy and pension provision were significant and, with a  low level of personal financial expertise, it was critical to me that I understood all my options in detail and achieved the best combined outcome for the long-term. Gordon Kearney and Richard Heath were outstanding in answering my questions on the various options and guiding me through the choices available. I received a very high level of support, with answers being couched in 'everyday' language that I could understand and worked examples being used to demonstrate the potential outcomes.  As a result of working with the Fiducia team I was able to understand my options and make my final choices with a very high level of confidence.
Anonymous

I could not recommend Gordon Kearney enough. He made sense out what I felt was a difficult problem.

I could not recommend Gordon Kearney enough. He made sense out what I felt was a difficult problem. He arranged my pension transfer which I also took a lump sum out of. Then invested the remainder of it. He also set up 6 trust funds for nephews and nieces. Quality service and will use his expertise again.
Gordon Residential Care Home Owner, Stansted

Gordon acted in a very friendly but professional manner, he made me realise that my previous attitude to my pension fund was never going to work.

Gordon acted in a very friendly but professional manner, he made me realise that my previous attitude to my pension fund (which was basically ignoring it and assuming that there would be enough in the pot to retire on) was never going to work and that time and effort was needed to turn things around. We looked at my attitudes to risk, when i would like to retire and ideally what i would need in my retirement and once he understood all of these issues he acted accordingly. The transfer of funds from my previous pension provider went very smoothly and I can now say that I understand more about how my money is being invested. Gordon was very open with regards to charges so there were no nasty shocks at the end of the transfer. I would be more than happy to recommend him to others.
Adrian Accountant, Colchester, Essex

I have been a client of Fiducia for over 20 years. My father and brother were clients before me. John Millican visits my wife and I in our home and we find his visits very valuable.

I have been a client of Fiducia for over 20 years. My father and brother were clients before me. John Millican visits my wife and I in our home and we find his visits very valuable. He is honest, calm, very knowledgeable, a good listener, and writes comprehensive and accurate contact reports. I feel that I have always benefited from his personalised service and our portfolio is based largely on our own risk assessments, which we are asked to update... The pension advice that I have received has also been consistent and clear, even though the market has been evolving and is complex. Fiducia have improved their benchmarking data consistently over the years.
Richard Farm Owner, Oxfordshire
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Retirement is not what it used to be. With the old certainties of state and occupational pension schemes long gone, planning your finances for later life has become a matter of private investment.

Indeed, for many people, planning for retirement will be the main, if not the only reason they engage with the world of investment and wealth management. When something as important as financial security in your golden years depends on it, it makes sense to turn to seasoned professionals who you can trust to steer you in the right direction.

At Fiducia Wealth, our financial planning experts are on hand to provide a full range of financial retirement advice and retirement planning services, whatever age you are. Whether you have just started out on your working life or you are ready to retire, our award-winning team will always be able to give you an honest appraisal of your circumstances and advise you on the best options for achieving a comfortable retirement.

As specialists with a broad range of expertise across investment strategies, asset management and tax regulations, we are ideally placed to give you the complete picture on financial planning for later life beyond the traditional pensions route.

If you are still in work…

We understand that there are plenty of other financial commitments in life vying for your attention, not least setting yourself up with a home and raising a family. The idea of raising sufficient funds to see you through the last couple of decades of life without working can seem daunting, while planning for a distant future might be low on the list of present priorities.

However, our friendly and approachable team are here to make long-term wealth accumulation ready for retirement straightforward and painless. You can never start too soon, and whatever your current commitments, we can always find a way to build an investment strategy around what you can afford. Click here to read more about our approach to pre-retirement financial planning.

If you are about to retire…

It is time to consolidate the assets and wealth you have accumulated over your working life and make a thorough appraisal of your financial means going forward. As well as releasing capital as required and arranging finances to get the maximum from them, at-retirement planning should also include an on-going investment strategy to help fund a sustainable lifestyle in your later years. Click here to read more.

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