Fiducia Wealth Management Limited

Independent Financial Adviser  Unit 2, Essex, Colchester, CO7 6AD
First meeting at adviser's own cost
We are Essex's leading multi-award-winning firm of Chartered Financial Advisers.
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
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
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
check
Sharia finance
check
Long term care
Response rating
9.7/10
check
FCA authorised
Last authorised 16th November 2020
Meet our advisers
Susie Laws
Senior Financial Adviser, Director
Richard Heath
Head of Paraplanning

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

Accreditations
Certified Financial Planner Chartered Financial Planner
Josh Gupta
Certified Financial Planner
Michael MacLeod
Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

Gordon Kearney BA (HONS), IMC, Dip PFS
Financial Adviser, Managing Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

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
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, highly confidential and based on clear communication. 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, charging a small percentage fee.
We aspire to the highest professional industry standards, establishing long standing personal relationships with our clients, family and professional friends.

Where to find us
Head office address: Unit 2, Dedham Hall Business Centre, Brook Street, Dedham, Essex, Colchester, CO7 6AD
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.7/10
check
FCA authorised
Last authorised 16th November 2020

Similar advisers near you

Independent Financial Adviser 2.6 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 2.61 mi
We help time-poor professionals and business owners to plan securely and tax-efficiently for their retirement and advise people on the best way to take their benefits when the time comes.
 
Independent Financial Adviser 7.28 mi
We've worked with Saffron Building Society for many years, helping hundreds of customers make informed financial planning decisions
 
Independent Financial Adviser 7.92 mi
Established since 1999, with over £50 million funds under management. Directly Authorised, Whole of Market Independent Advice.