Financial Services in Colchester

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.

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

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 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

Keywords: Fiducia Wealth Management Ltd, investment advice, Estate planning advice, financial advice, pension advice, financial advisers, wealth managment, inheritance tax advice, financial planning, fee based financial advice, long term care soultions

Opening Hours: 9am - 5:30pm all week