We designed and developed our Fiducia Service with one goal in mind, we wanted something that would become recognised as a leading symbol of trust and of professional standing.
You can be confident that you are dealing with people who are wholly committed to providing you with the very best and most appropriate advice, service and support.
Fiducia’s innovative and competitive investment fee structure has been designed to be open, clear, and fair. Any investment programme that is agreed with you will be designed to deliver the best possible returns against an agreed set of benchmarks.
We will never suggest that you invest in something that sounds too good to be true, and we will help you to utilise HMRC allowances in ways that will allow you, as well as us, to sleep peacefully at night.
Fiducia – from fïdõ (‘to trust; to rely upon’)
Our Fiducia Service offers a holistic approach, one that is designed to create a protection and wealth accumulation plan, tailored for you.
A unique element of the Fiducia service is to be found in its core investment charging structure, which utilises variable fees that are relative to actual performance.
U A minimum of two structured business meetings per annum
U Quarterly portfolio valuations
U Tax and estate planning
U Cash flow modelling
U Access to other professionals and services
U Multi adviser meetings (two heads better than one)
U Performance fees that can go down
U Unlimited access to advisors via phone or email
The Fiducia Service operates on a pooled resource basis. Your situation is unique, so it is assessed and managed by a team of advisers. The best ideas are formulated, tested and reviewed. Only when we are happy that an outcome is suitable, is it presented to you, and continuity of service is assured.
To view the Fiducia Brochure Click Here
The Fiducia Service is subject to a minimum initial investment of £750,000.