Fund Management Companies, Financial Consultants, Investment Services

Fiducia Wealth Management

Fiducia Wealth Management is a financial services company based in Colchester, England. They specialize in providing investment services, financial consulting, and fund management for their clients. With a team of experienced professionals, Fiducia Wealth Management is committed to helping their clients achieve their financial goals and secure their financial future.

Introduction to Fiducia Wealth Management

Fiducia Wealth Management is a financial consulting firm based in Dedham, Colchester, England. The company was established in 1985 and has since then been dedicated to helping individuals and businesses achieve their financial goals. What makes Fiducia Wealth Management unique is their personalized approach to wealth management, which is tailored to fit the individual needs of their clients.

Services & products

The company offers a wide range of financial services, including investment management, retirement planning, estate planning, and tax planning. They also provide fund management services for individuals and businesses looking to invest in various funds.

Location

Fiducia Wealth Management is located in Dedham Hall Business Centre, which is a professional business park with a peaceful and tranquil environment. The area is known for its picturesque countryside, historic buildings, and charming villages. The business park is easily accessible by car and public transportation. The three closest public transportation options are Dedham Mill bus stop (0.4 miles), Dedham High Street bus stop (0.5 miles), and Manningtree railway station (3 miles).

Benefits

Customers should choose Fiducia Wealth Management because of their personalized approach to wealth management. The company takes the time to understand the unique needs and goals of each client and provides tailored financial solutions to help them achieve their objectives. Additionally, the company has a team of experienced and knowledgeable financial consultants who are dedicated to providing excellent customer service.

Good to know

Customers should be aware that Fiducia Wealth Management is a regulated firm and is authorized and regulated by the Financial Conduct Authority (FCA).

Reviews

Customers have raved about the personalized approach of Fiducia Wealth Management, with many praising the company for their attention to detail and commitment to their clients. One customer said, "Fiducia Wealth Management has been instrumental in helping me achieve my financial goals. Their personalized approach has made all the difference in ensuring that my investments align with my long-term objectives."

Amenities

computer
wi-fi
meeting room
coffee maker
reception desk
parking
wheelchair accessible
financial advice
investment advice
tax planning
insurance services
financial advisor
investment management
asset management
retirement planning
risk management
estate planning
trust services
financial planning
wealth management
portfolio management
custody services
online trading
robo-advisor
financial education
asset allocation

FAQ

How long has your company been in the fund management industry?

We have been in the fund management industry for many years, and have a wealth of experience in managing investments for our clients.

Can you provide references or case studies of your past clients?

Yes, we are happy to provide references and case studies of our past clients. We are proud of our track record of providing excellent service and delivering strong returns for our clients.

How do you charge for your services?

We charge a fee for our services, which is based on a percentage of the assets that we manage for our clients. This fee covers all aspects of our service, including investment management, financial planning, and ongoing support and advice.

What is your track record of delivering returns to investors?

We have a strong track record of delivering solid returns to our investors over the long term. We take a disciplined approach to investing, focusing on a diversified portfolio of high-quality assets that are designed to provide consistent returns over time.

How will you tailor your services to meet my specific financial goals and needs?

We take a highly personalized approach to each of our clients, taking the time to understand their unique financial goals and needs. From there, we develop a customized investment strategy that is designed to help them achieve their objectives, while managing risk and providing ongoing support and advice.

Reviews

Richie Baldock

Very impressed by Fiducia Wealth Management and in particular Daniel who visited me to discuss my options regarding my Pension. Daniel is a highly knowledgeable and professional Senior Financial Planner and I came away from our meeting with a much clearer understanding of my options.

28-05-2020
Colchester ColneRT

28-05-2013