Fiducia Wealth Management Limited

Independent Financial Adviser Fiducia Wealth Management Ltd, Unit 3, Dedham Hall Business Centre, Brook Street, Dedham, Colchester, Essex, CO7 6AD
First meeting at adviser's own cost
Response rating
10/10
FCA verified
17th December 2018
Well-established and MULTI- AWARD winning firm of independent financial advisers providing a top class service on all aspects of wealth
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
    • Rest of world
Meet our advisers
Daniel Kern Dip PFS, ACSI
Senior Financial Adviser
Susie Laws
Senior Financial Adviser, Director
Accreditations
Chartered Financial Planner Care advice standard
Richard Heath
Head of Paraplanning
Accreditations
Chartered Financial Planner
Josh Gupta
Certified Financial Planner
Accreditations
Certified Financial Planner
Michael MacLeod
Adviser
Gordon Kearney BA (HONS), IMC, Dip PFS
Financial Adviser, Managing Director
What our clients say
It is always a pleasure to speak with you on the telephone. You are always so calm, courteous and reassuring
Mrs Scott, Retired, Colchester, Essex
I could not recommend Gordon Kearney enough. He made sense out what I felt was a difficult problem. He arranged my pension transfer which I also took a lump sum out of. Then invested the remainder of it. He also set up 6 trust funds for nephews and nieces. Quality service and will use his expertise again
Gordon, Residential Care Home Owner, Stansted, Essex
They are always there to help and provide answers which has helped us over the years especially recently when my wife has also retired from Civil Service.
Mr & Mrs Brown, Retired Civil Servants, Wivenhoe, 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
Gordon acted in a very friendly but professional manner, he made me realise that my previous attitude to my pension fund (which was basically ignoring it and assuming that there would be enough in the pot to retire on) was never going to work and that time and effort was needed to turn things around. We looked at my attitudes to risk, when i would like to retire and ideally what i would need in my retirement and once he understood all of these issues he acted accordingly. The transfer of funds from my previous pension provider went very smoothly and I can now say that I understand more about how my money is being invested. Gordon was very open with regards to charges so there were no nasty shocks at the end of the transfer. I would be more than happy to recommend him to others
Adrian, Accountant, Colchester, 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.
Ian, Engineer, Chelmsford, 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
I really enjoyed meeting you today. I came away feeling that at last I was, in safe hands.
Retired Client, 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
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
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
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
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, Suffolk
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, Essex
Where to find us

Fiducia Wealth Management Ltd, Unit 3, Dedham Hall Business Centre, Brook Street, Dedham, Colchester, Essex, CO7 6AD

Contact us
About us

A MULTI- AWARD winning team of Wealth Management advisers for clients across the East of England including London. 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 clients receive up-to-date and pertinent advice. This leads to long term client relationships, which we believe are crucial to the development of trust and confidence.

Our services

A nationally acclaimed MULTI- AWARD winning Financial Adviser providing wealth management and financial planning advice to individual and business clients. Our advisers have a balance of professional qualifications and extensive practical experience, with a small percentage fee.
We aspire to the highest professional industry standards, establishing long standing personal relationships with our clients, family and professional friends.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Compliance

Fiducia Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Registered company address: Fiducia Wealth Management, Dedham Hall Business Centre, Brook Street, Dedham, Colchester CO7 6AD.

Similar advisers near you

Independent Financial Adviser 6.53 mi
We specialise in the pre retired and retirement market for clients seeking prudent advice for their savings.
 
Independent Financial Adviser 7.08 mi
Client Satisfaction, Trust and Excellence.
 
Independent Financial Adviser 8.98 mi
Creating Wealth and Protecting Wealth is what we do. We make your financial plans a reality.
 
Independent Financial Adviser 10.66 mi
High standards, excellent service and a focus on providing real value to our clients.