Fidenti Financial Planning

Independent Financial Adviser  19 Lambert Close, Gloucester, Gloucestershire, GL1 1SE
First meeting at adviser's own cost
Providing a service that’s truly tailored to you.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buy to let
check
Buying first home
check
Mortgage protection
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investment trusts
check
OEICs
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Estate planning
check
EEA
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Response rating
7.0/10
check
FCA authorised
Last authorised 25th May 2020
Meet our advisers
Kevin Gaskin

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

Accreditations
Certified Financial Planner
About us

Fidenti Financial Planning was founded on a very straightforward belief: that professional financial advice must always serve the customer’s needs, not the adviser’s.

From our inception, our guiding principle has been that we will always carefully consider our customers’ individual goals and financial resources, and only make recommendations that — in our professional opinion — matched these. This continues to be our mantra today.

We know that financial planning can be complex, using technical terms that our customers may be unfamiliar with. Therefore, we always give advice as clearly as we can, encouraging clients to ask for further explanation when needed. We will always present honestly the pros and cons of a product or course of action.

We also recognise that financial planning can touch on difficult issues for our customers, and we aim to be sensitive and open in all our discussions.

Above everything, we promise to hold ourselves to the highest standards of integrity and be worthy of your trust.

Our services

Fidenti starts off by trying to get the big picture of your goals. We’ll meet in a time and place that’s convenient for you, for a broad discussion about your financial requirements and aspirations — as well as any concerns you may have. Following this, we’ll go through the ways in which our service could help you. This initial meeting is free and there’s no obligation to take it further.

Fidenti is committed to ensure customer service is at the top of our personal agenda.

Where to find us
Head office address: 19 Lambert Close, Freshbrook, Swindon, SN5 8NY
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 25th May 2020

Similar advisers near you

Independent Financial Adviser 0.07 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 0.31 mi
With ever changing legislation, retirement options can be at best confusing. Take advice from retirement specialists at The Pension Planner online
 
Independent Financial Adviser 0.35 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 1.03 mi
More than 20 years experience helping people achieve their financial goals - everything from pensions to buying a home.