We provide comprehensive financial advice to private clients, business owners and trustees. Our advice can be focused on one or more subjects such as pension, investment or estate planning or it can extend to our full holistic Financial Planning service.
The initial or discovery meeting is without cost or obligation and is to enable you to decide if you wish to appoint Fiducia to act on your behalf. Following that meeting we will write and set out what we understand are your key concerns and their prioritisations. At that time we will also indicate our fees to report and advise on that agenda.
If you give your agreement we will collate and analyse all the relevant detail in order to produce a report and recommendation for you to consider. A further meeting then takes place for your feedback and response in order to hopefully arrive at an agreed course of action and implementation. Once the full agenda has been through that process, the final plan is reviewed periodically, in the case of investment arrangements every twelve months.
Financial planning is a two way process and to be effective both factual and personal information has to be gathered and then considered. Clients have commented ‘you know more about me than I do myself’! We are only too aware that we are entrusted with personal and potentially sensitive information which is why our relationship with you will always be highly confidential. If you would like to arrange an initial meeting to explore this process,we would be delighted to hear from you.
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