Dedham Hall Business Centre, Brook Street, Dedham, Colchester, Essex, CO7 6AD  (Show me directions) Show Map

01206 3...Landline    Landline   

01206 321044    01206 321044   

  Monday to Friday: 09:00 to 17:30 , Saturday to Sunday: Closed

Email   

Gordon Kearney   

FiduciaWM   @FiduciaWealth   fiducia-wealth-management-ltd  

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Welcome

We are an independent, Chartered Financial Adviser authorised and regulated by the FCA, based in Colchester, Essex in 2004.

About Us

While our offices are in Constable Country, on the Essex/Suffolk border, we act for clients throughout the UK nationally. Integrity and transparency are our core values.

Our Services

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. Each client relationship is personally overseen by a dedicated adviser who has overall responsibility and they are supported by other experienced colleagues.

Specialist Services

Our team are professionally qualified of high calibre and committed to a programme of ongoing professional development to ensure each client receives up-to-date and pertinent advice. This in turn leads to low staff turnover and long term client relationships, which we believe are crucial to the development of trust and confidence.

Estate Planning

Estate Planning begins with your wishes in terms of how your estate is to be managed and for whom.The detail of the actual plan may include gifts, the use of trusts, a review of your will, investment plans and lastly life assurance to fund the tax arising on the residual estate.

We do not draw up Wills or Powers of Attorney but we do advise on how they fit in to the overall plan.

If you have suffered a recent family bereavement we can also help you through the often challenging process of obtaining grant of probate

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