Fiducia Wealth Management Ltd

Financial Services in Colchester

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

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About

  • Financial Planning Advice
  • Fee based Independent Financial Advisers
  • Pension & Retirement Advice
  • Investment Advice
  • Trust & Estate Planning Advice
  • Advice on Protecting your family
  • Advice on Long Term Care solutions
  • Advice on effective Tax planning solutions

Welcome

We are an established and award winning firm which provides a first class service covering all aspects of financial advice for private clients, business owners and trustees.

About Us

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 Services

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

Specialist Services

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.

Estate Planning

Estate Planning begins with your wishes in terms of how your estate is to be managed and for whom.The detail of the actual plan may include gifts, the use of trusts, a review of your will, investment plans and lastly life assurance to fund the tax arising on the residual estate.

We do not draw up Wills or Powers of Attorney but we do advise on how they fit in to the overall plan.

If you have suffered a recent family bereavement we can also help you through the often challenging process of obtaining grant of probate

Trading Since

2005

Find Us

https://maps.google.co.uk/maps?q=co7+6ad&hl=en&ll=51.956035,1.001172&spn=0.022269,0.066047&sll=53.800651,-4.064941&sspn=21.962056,67.631836&hnear=Dedham+CO7+6AD,+United+Kingdom&t=m&z=15

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Fiducia's Ecnomic Update

Fiducia Wealth Management | Summer 2015 Webcast

Products and Services

Financial Advice

Financial Planning Service

Unlike Financial Advice, which typically considers one or two subjects in isolation and at a point in time, Financial Planning is an ongoing and evolving process that evaluates the consequences that a course of action may have on the holistic plan. It is

Price: Fee Based

Protection & Life Cover Advice

“Most fathers plan to live forever" was the main conclusion from research undertaken taken several years ago. We can all smile when reading that statement because fathers (who mostly but not always are the breadwinners) do believe in their own immortali

Price: Fee Based

Investment Advice

Investment Mangement Service

Our dedicated team of investment specialists are responsible for providing you with a comprehensive Investment Management service. We take the time to fully understand what is important for you in terms of managing your investments: Attitude to inve

Price: Fee Based

Pensions & Retirement Advice

Retirement Planning Service

Whether you are just starting your working life, or looking forward to imminent retirement, we are able to provide comprehensive Financial Advice to guide you through the complex choices you may have to make. After all, retirement planning is not just li

Price: Fee Based

IHT & Estate Planning

Estate Planning Service

The wish to leave wealth to future generations and to avoid unnecessary Inheritance Tax are often key considerations. However, the understandable concern for your children and grandchildren has to be balanced with your own financial needs for the rest of

Price: Fee Based

Long Term Care Advice

Latter Life Planning Service

Later Life Planning often involves a number of complex decisions and it is important to find an adviser who is not only highly qualified but also that you can trust and rely on. At Fiducia we have extensive experience of helping clients plan for later

Price: Fee Based

We offer these services

  • Wheelchair access
  • Wheelchair access
  • Free Parking
  • video
  • gallery
  • special offers
  • website
  • twitter
  • Customer Service / Helpline
  • Free Samples
  • Free Quotes
  • Late Opening
  • Customer Toilets
  • Credit Card Payments
  • Cash And Credit Cards

We offer these payment methods

  • Cheque
  • PayPal
  • Direct Debit
  • Standing Order

Testimonials

Honest with my best interests always put first. Easy to talk to and brilliant at explaining finances and future plans that need to be considered that were not previously thought of.

Debbie, Administrater, Essex,


Simon’s professionalism is impeccable. He has provided us with excellent advice and is approachable and a pleasure to deal with. He listened closely to us so he could understand our financial needs and explained everything in a clear and easy to follow way. His ability to answer many and varied questions was superb

Lynda, Business Owner, Colchester


The team at Fiducia took the time to really understand my circumstances and plans for the future and were able to tailor a suite of options which in the ensuing period have really helped move my investments forward.

Alex, Managing Director, Chelmsford, Essex


Gordon is very approachable and is good at explaining the options in simple terms. His advice has so far made good sense and I look forward to many years as a client.

Employed Engineer, Chelmsford, Essex


I have known John Millican for over 20 years and he has advised my wife and I on a personal basis in respect of our financial affairs and in addition has looked after pension planning, life assurance and other general financial matters for my business partners and staff in Clarke & Simpson. We have always found John and his staff attentive to detail and are pleased with the approach in trying to help us with financial planning for the future.

Chris, Business Owner, Woodbridge, Suffolk


I have employed Fiducia since 2009 to help with my financial planning. The nature of my business required the help of a highly sophisticated and experienced adviser. In John Millican at Fiducia I found just the man. He was both highly personal and professional in developing an innovative and bespoke solution for my financial planning needs. I would have no problems in recommending John or Fiducia

James, Entrepreneur, Woodbridge, Suffolk


I really enjoyed meeting you today. I came away feeling that at last I was, in safe hands.

Retired client, Romford, Essex


I recently employed Fiducia Wealth Management to help me with my financial affairs. My adviser, Gordon, helped me to understand and prioritise my financial planning needs and goals and together we developed a plan to meet my needs and achieve my financial planning goals. My dealings with Fiducia Wealth Management have been extremely professional and pleasantly surprising!

Chris, Business Owner, Cromer, Norfolk


Gordon has provided professional financial advice that has been geared towards my needs. He took the time to understand my requirements and to put forward a suitable plan to meet my immediate and long term requirements. He is backed by a team that is able to review the myriad of available options and to recommend the most appropriate policy/investment.

Kirit, Managing Director, Colchester, Essex


Sarah has advised both myself and my family for a number of years. One of Sarah's particular strengths is that in meetings and conversations on the phone she is able to make recommendations using plain, jargon-free English.

Robert, Business Owner, Colchester, Essex


I have just seen the item in today's East Anglian about your nomination and short-listing for the Money Marketing award. It must be very pleasing for you - as it is for me, your client! Congratulations!

Retired client, Woodbridge, Suffolk


Gordon Kearney and his team at Fiducia have been fantastic in helping me bring all my investments under one umbrella. His expertise and thoroughness has given me the confidence to take a back seat and get on with what I do best. Everything we have done over the last two years has been clearly explained and with utter transparency. His background knowledge and ability to produce figures and statistics of any product under discussion has meant that I feel the right decisions have been made at every stage in the process of creating wealth for whatever future eventuality.

Tim, Managing Director, Colchester, Essex


In January 2009 I was sitting on my patio, in sunnier climes , reading the financial pages of the "Telegraph". Having shortly before suffered at the hands of a well known firm of financial advisors my eye was drawn to an article headed "Industry leading lights reap rewards for independent advice". The article then proceeded to bestow an award to eight financial advisors each representing an area of the United Kingdom. For the eastern area this went to the Colchester based firm of "Fiducia Wealth Management who have since provided me with the level of expertise and service I was looking for.

Retired client, Colchester, Essex


Testimonials are added by the business owner and are not independently verified.

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Open now!

Monday to Friday: 9am - 5:30pm

Saturday to Sunday: Closed

Key Services

EIS , Estate planning advice, financial advice, financial advisers, financial planning, ifa, inheritance tax advice, Investing for Children, investment advice, Long Term Care Advice


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