Consolidating and getting clarity

Multiple pensions? Unsure how your investments are performing? Disorganised finances? We’ll help you get everything back into focus.

Am I on track for long-term goals like retirement?

You’ve been saving for many years, but it can still be difficult to know whether you’re doing enough or on track to retire at your desired age. Cashflow planning helps bring clarity by allowing you to visualise your financial future.

Have I structured things in the most tax-efficient way?

When you’ve managed your finances for a long time, it’s natural to start questioning your decisions. We’ll review your existing savings and investments, and make adjustments where needed so they’re tax-efficient.

Would a financial planner help me see things more clearly?

When you’ve got questions about your finances, a financial planner is more than just a sounding board. They will point you in the right direction and act as a trusted companion, helping you look beyond the here and now.

Should I leave my old pensions where they are?

The honest answer? It depends. That’s what working with us is like: we’ll always be open and explain the pros and cons of every decision, taking the time to look at the details before making any recommendations.

This is where great financial decisions start

When you reach the point where you’ve accumulated a significant amount of wealth, you have a decision to make: continue building it, or begin to consolidate what you’ve created. What matters most is having clarity around the decisions you’re about to make.

Planning that stands the test of time

If you’re not feeling confident about the financial decisions you’ve made so far, or you’re looking to start consolidating your wealth, you’ll want to turn to a financial planner. The ongoing guidance you’ll receive from our Chartered and award-winning team is second to none, delivered with integrity and focused on what’s right for you.

Small enough to know you, established enough to guide you

What perhaps sets us apart from other firms is our people and their desire to keep our clients central in all that we do. While that’s where it all starts, there’s much more that differentiates us...

Why choose us?

A plan with your goals at its heart

Financial planning is a means to an end: helping you reach the life you’re aiming for. Our proven six-stage process gives your financial plan structure and direction.

Our process

During our initial meeting, we’ll get to know you, and you’ll get to know us.

We'll talk you through our initial ideas, shaping a financial plan around your goals.

We’ll begin our research and recommendations, before meeting to discuss them.

We implement your agreed recommendations on your behalf, taking care of all the details.

We’ll keep an eye on progress, and be on hand to answer any questions.

We meet annually to review your plan and discuss any changes in your circumstances.

Christopher and Fay

We’ve planned for the life we want, while preparing for the things we can’t predict.

Their journey with us

Paul and Brittis

We can enjoy what we’ve worked for while knowing there’s something there for our family.

Their journey with us

Trust that’s earned, not assumed

The greatest compliment we can receive is the faith our clients place in us throughout the financial planning process. We're always grateful when we hear words like these.

of clients would recommend us to their friends, family, or colleagues.

believe that working with us has helped or will help them achieve their financial goals.

were satisfied that we understood their needs, goals, aspirations, and objectives.

    
 
 
       Posted on Google  
   
   Alex Ball 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great people to deal with. Feels much more customised and personal than the larger institutions. Investment performance overall competitive.
  
 
      Posted on Google  
   
   Luke Mitchell 
 
 
 
 Trustindex verifies that the original source of the review is Google. I've had the pleasure of working with Fiducia over a number of years. I have confidently referred many of my clients to them for wealth management and financial planning advice, and the feedback has consistently been excellent. Their advice is knowledgeable, professional, and always tailored to each client's individual circumstances. They take the time to explain complex financial matters clearly and provide a personal service, which gives both me and my clients great confidence. I would have no hesitation in recommending them to anyone seeking trusted financial planning and wealth management advice.
  
 
      Posted on Google  
   
   Kevin Cleary 
 
 
 
 Trustindex verifies that the original source of the review is Google. I’ve worked with Gordon Kearney at Fiducia Wealth Management for the past few years, and I couldn’t be happier with the service. Gordon combines deep technical knowledge with genuine patience - he takes the time to explain complex financial concepts clearly and never makes me feel rushed or talked down to. What stands out most is his ability to come up with thoughtful, tailored ideas rather than generic advice. He listens carefully to my goals and circumstances before making recommendations, and it’s clear he’s genuinely invested in getting the outcome right for me, not just ticking boxes. I’d recommend Gordon and the team at Fiducia to anyone looking for a wealth manager who combines expertise with a real personal touch.  The office in Dedham is in a beautiful part of the UK too, so it’s well worth a visit!
  
 
      Posted on Google  
   
   Jo Maghoo 
 
 
 
 Trustindex verifies that the original source of the review is Google. Such a great firm for advice and financial planning, we are so happy with their service. Friendly and professional, we highly recommend them.
  
 
      Posted on Google  
   
   James Holland 
 
 
 
 Trustindex verifies that the original source of the review is Google. Always fantastic service, highly recommended. We use Gordon who has incredible experience and knowledge
  
 
      Posted on Google  
   
   Elizabeth Länge 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have been a client of Fiducia for many years and I can’t speak highly enough of the care and support I have been given.
  
 
      Posted on Google  
   
   Deb Sainty 
 
 
 
 Trustindex verifies that the original source of the review is Google. I would recommend fuducia. They are very professional, always offer good advice and put my mind at rest so I don't have to worry about my investments.
  
 
      Posted on Google  
   
   Michael Weller 
 
 
 
 Trustindex verifies that the original source of the review is Google. Fiducia helped to review my many scattered pension pots, advised on merging some into one managed pot, and explained the reasons for leaving some as they were. The annual catch up is always helpful to keep progress of our retirement plans.
  
 
      Posted on Google  
   
   David Lace 
 
 
 
 Trustindex verifies that the original source of the review is Google. Fiducia managed our parent’s investments for many years and since we inherited them twenty years ago my brother and I have had nothing but polite, sensible and profitable advice.
  
 
      Posted on Google  
   
   Daniel Hicks 
 
 
 
 Trustindex verifies that the original source of the review is Google. Over the last few years Fiducia Wealth Management have helped me and my mother with advice and support in a variety of finance management projects.  We have always been given honest and helpful advice, and have been confident in Fiducia as a reliable source of help, whenever required.  The staff are Polite and  friendly and have been quick to reply to any questions we have asked. We would wholeheartedly recommend this business.