Fiducia Wealth Management Limited

Independent Financial Adviser  Saxon House, Chelmsford, CM1 1HT
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FCA authorised
Last authorised 22nd February 2021
We are Essex's leading multi award winning firm of Chartered Financial Advisers.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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EEA
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Rest of world
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Commercial mortgages
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Sharia finance
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Long term care
Meet our advisers
MR Daniel Kern Dip PFS, ACSI
Senior Financial Adviser
MR Gordon Kearney BA (HONS), IMC, Dip PFS
Financial Adviser, Managing Director
MR Richard Heath
Head of Paraplanning
MS Susie Laws
Senior Financial Adviser, Director
MR Josh Gupta
Certified Financial Planner
MR Michael MacLeod
Adviser
About us

A MULTI- AWARD winning and Chartered 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 is 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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Saxon House, 27 Duke Street, Chelmsford, CM1 1HT

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