Fiduciary Partners LLP

“A goal without a plan is just a wish”, wrote Antoine de Saint-Exupery. Good financial planning turns dreams into realities.

It involves trust, discipline, technology and technical expertise to bring the future into the present so you can do something about it now.

At Fiduciary Partners we help people with often complex financial lives to see the wood for the trees.

• We use sophisticated planning technology to model your future capital and cashflow.
• We invest using simple, low-cost strategies.
• We navigate the ever-changing financial legislation on your behalf.

Our clients are generally well-off individuals and families who appreciate communication in plain English, prize highly personal service, and who value paying transparent fees for unbiased advice.

No two clients are alike, and nor are their dreams. A good financial planner will listen intently to what really moves you, what you really value, what you most hope to achieve and what you most hope to avoid. It can be a moving experience at times.

Then we construct a detailed plan of action that we can both fully believe in, and execute it with discipline and vigour. There is really no other route to success.

We’ve invested in the very best financial planning software, helping our clients to ‘see’ their future financial life with remarkable accuracy. That allows them to try out any scenarios they’re considering – for example, sending children to fee-paying schools, starting a new enterprise, or retiring early. It’s nothing to do with financial ‘products’, but financial planning as it should be, starting with the end in mind.

Having formulated the plan we need to put it into action, often involving investment. We’ve refined our investment process over many years, favouring a long-term approach, compounding of growth, and best-of-breed low-cost investment funds.