Fiducia Wealth Management is an established and award winning firm of financial advisers providing first class service and advice to private clients, business owners, family estates, charities, pension funds and trustees on all aspects of financial planning.
Based at our offices in Dedham on the Essex/Suffolk border, we work with a diverse range of clients throughout the East of England and nationally. Integrity and openness are our core values and we recognise that no two clients’ requirements, situations and objectives are the same – our solutions are therefore bespoke.
What clients are saying about Fiducia Wealth Management...
The team at Fiducia are consistently professional and successful in managing our affairs.
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.
Genuinely friendly and helpful.
I’ve been using Fiducia for many years now and they are never anything other than genuinely friendly and helpful.
Excellent bespoke personal service.
Fiducia offers an excellent bespoke personal service.
I know they are in good hands.
As a Solicitor practicing in a nearby town… I have always felt very comfortable referring my clients wherever possible, as I know they are in good hands and will receive a very friendly welcome along with expert advice.
No hesitation in recommending their services.
I have no hesitation in recommending their services to friends and family and will continue to do so
Impressive depth of knowledge.
I find their regular market surveys to have an impressive depth of knowledge.
Their choice of funds have increased the value of my portfolio.
Their careful analysis of my risk profile and their choice of funds have increased the value of my portfolio despite the global market upheavals
Helpful and knowledgeable group of people.
Fiducia are an unfailingly helpful and knowledgeable group of people whose investment analysis and advice have helped to grow my pension and savings portfolio over the many years I have been privileged to have them as my financial advisers.
Excellent advice
Excellent advice is why they are so good.
Always putting clients’ needs first.
I have had a pension with Fiducia for many years… I have watched this company grow, always putting clients’ needs first
Fiducia have treated me so well.
Fiducia have treated me so well over the years moving my money around, so that overall I have gained…
Advice that they regularly issue is valuable.
My family and I are private clients. The communication, commentary and advice that they regularly issue is valuable and reassuring in these volatile times
Consistently professional and successful in managing our affairs.
The team at Fiducia are consistently professional and successful in managing our affairs, they listen to our preferences and act in our best interest.
We only ever hear good things about Fiducia.
We only ever hear good things about Fiducia and are pleased to now recommend them…
They are proactive with our savings but not reckless.
Fiducia recently moved us onto another platform as they felt our previous one wasn't working hard enough for us, they are proactive with our savings but not reckless.
Presented the many options open to us in a professional and easy to understand manner.
Gordon has always presented the many options open to us in a professional and easy to understand manner and guidance was always available through the various stages of what could have been a very complicated process.
Very professional and reassuring
Gordon Kearney at Fiducia has been our Financial Adviser for four years now and he has been very professional and reassuring.
We have found them helpful in running our financial affairs
We have been working with Fiducia since their inception. We have found them helpful in running our financial affairs, particularly my private and company pensions.
More client testimonials can be found here.
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…