Why choose us

Chartered, independent and award-winning, they’re just a few of the reasons to pick us as your financial planner.

What makes us different?

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.

Qualified to the highest standards

Achieved in 2019, Chartered status places us among a select group of firms recognised for upholding the highest standards of professionalism and expertise.

Clear advice without the jargon

Clear, transparent and professional from start to finish is what our team aims for.⁠ We explain our recommendations and help you understand how decisions are made.

Award-winning expertise you deserve

Over the years, we’ve won plenty of awards, including Adviser Firm of the Year, and our financial planners are often named as one of VouchedFor’s Top Rated Advisers.

A team built to last generations

People value the reassurance that we’re here for the long term. As a consistent and younger team, we provide continuity and trusted relationships with your family.

Advice free from product bias

Being independent is highly valued in the profession. We tailor our advice to suit your needs, and we’ll never recommend a product that isn’t 100% right for you.

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.

You’ll be supported by a Chartered firm

While we’re proud of this achievement, its real value lies in what it means for clients.

What Chartered means for you

Recognition that reflects our standards

We’re lucky to have won a number of awards and been recognised as finalists.

Awards and accreditations

Backing our communities

Being a great financial planner means being a great neighbour to others too.

Giving back to our community

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.