Fiducia Wealth Management

Fiducia Wealth Management

Financial Advisor in Colchester, Essex, CO7 6AD

Claimed
About the Business
While our offices are in Constable Country, on the Essex/Suffolk border, we act for clients throughout the East of England, London and nationally. Integrity and transparency are our core values.

Our client relationships are discreet and highly confidential. They tend to be long term in nature and borne from a detailed understanding of our clients’ immediate financial circumstances and future aspirations.

Our team are professionally qualified of high calibre and committed to a programme of ongoing professional development to ensure each client receives up-to-date and pertinent advice. This in turn leads to low staff turnover and long term client relationships, which we believe are crucial to the development of trust and confidence.

Each client relationship is personally overseen by a dedicated adviser who has overall responsibility and they are supported by other experienced colleagues.
Business Services
What We Do.

What We Do.

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.

Location & Hours

Dedham Hall Business Centre, Brook Street, Dedham

Colchester, CO7 6AD
Write a Review
  • Office

    Fiducia Wealth Management

  • Get Directions

    Dedham Hall Business Centre, Brook Street, Dedham, Colchester, CO7 6AD

  • Phone

    01206 321045

Share