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Fiduciary Wealth Management  Opiniones 179

TrustScore: 5 sobre 5

4,9

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Consulta las opiniones de los clientes

Valorada con 5 estrellas sobre 5

I had a 15-minute call with Matt about moving to Gibraltar as a British citizen, and he was straight to the point from the very beginning. He is very experienced and knowledgeable, and he took the tim... Ver más

Valorada con 5 estrellas sobre 5

I, highly recommend Fiduciary Wealth Management. I have to say that Matt Pinfold,Daphne and the team have been absolutely outstanding in our quest to obtain citizenship in Gibraltar and financial... Ver más

Valorada con 5 estrellas sobre 5

Having watched several of their short, advisory videos on YouTube, we arranged one of their 15 minute, free of charge telephone conversations. This was extremely simple to arrange and ran to clockwor... Ver más

Valorada con 5 estrellas sobre 5

Relocation advice I’d like the thank Paul for his advise and providing a path, for the clear direction for the family estate. We can now move forward armed with the knowledge of unforeseen pot... Ver más

Información sobre la empresa

  1. Planificador financiero
  2. Asesor financiero
  3. Compañía de seguros
  4. Servicio de inversión
  5. Asesor de impuestos

Acerca de Fiduciary Wealth Management

Escrito por la empresa

Long-term relationships built on trust, integrity and consistently high standards of service.

Fiduciary Wealth Management offers independent financial and wealth management advice to private clients, internationally mobile individuals and their families.

We provide our clients with:

  • Advice across a wide range of financial services, including investment planning, retirement and pension solutions (including QROPS), savings and tax‑efficient structures, as well as protection and insurance.
  • A client‑focused approach centred on helping individuals build, protect and manage their wealth in line with their personal goals, life stage and long‑term objectives.
  • Dedicated relocation and residency services, supporting individuals and families with the financial, tax and practical considerations of moving abroad, including guidance on residency options, cross‑border tax planning and long‑term financial structuring. We provide reliable information to support informed decisions with clarity and confidence, both before and after a move.
  • A close working relationship with our clients, enabling us to understand their personal circumstances, priorities and concerns. We take the time to explain complex financial matters clearly and transparently.
  • Calm, considered and professional advice at every stage of the planning process, whether clients are planning for retirement, investing internationally, protecting family wealth or relocating to a new jurisdiction.

Our Memberships & Awards:

Escrito por la empresa

Member of IMI (Investment Migration Insider), a leading professional platform for international relocation.
Member of Integra International, a global association of independent accounting, tax, audit, legal and consulting firms.
Fiduciary Wealth was the recipient of the MGI Worldwide 2023 Best International Wealth Management Practice of the Year Award.

Información de contacto

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Watch our videos on investment strategies, relocation advice & more!

4,9

Excelente

TrustScore: 5 sobre 5

179 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

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Valorada con 5 estrellas sobre 5

Highly recommend

I had a 15-minute call with Matt about moving to Gibraltar as a British citizen, and he was straight to the point from the very beginning. He is very experienced and knowledgeable, and he took the time to answer all of my questions in a clear and reassuring way. I found everything he shared extremely helpful, and it gave me a much clearer idea of the steps I need to take next. I genuinely felt more confident after speaking with him. I would highly recommend Matt to anyone considering a move from the UK to Gibraltar and looking for honest, professional advice.

9 de enero de 2026
Opinión espontánea
Valorada con 5 estrellas sobre 5

Great experience

I, highly recommend Fiduciary Wealth Management. I have to say that Matt Pinfold,Daphne and the team have been absolutely outstanding in our quest to obtain citizenship in Gibraltar and financial advice. My partner and I are Cat 2 residents now, and it was all done in a breeze.

Protecting hard earned tax paid money from the socialist is a must !!!! god knows what they will do when they run out of everyone else’s money.

Thank you FWM and best wishes
John and Uljana from Grimsby England

1 de agosto de 2025
Opinión espontánea
Valorada con 5 estrellas sobre 5

Matt Penfold in Gibraltar: Highly recommended!

Matt Penfold was very professional, knowledgeable, helpful and generous with his time at our meeting. We came away from the meeting much better informed about the financial and legal implications concerning relocating to Gibraltar. Matt's follow-up email was also comprehensive and much appreciated. Thank you Matt!

15 de octubre de 2025
Opinión espontánea
Valorada con 5 estrellas sobre 5

Great Service

With so many internet scams in the offshore finance world it is always a worry using a financial planning group not based in your home country. My dealings with Fiduciary Wealth over many years has been excellent. Great service. Quick and responsive to communications.
I would highly recommend this group to anyone in the market for their services.

18 de julio de 2025
Opinión espontánea
Valorada con 5 estrellas sobre 5

I had a call from Matt

I had a call from Matt, who gave me very helpful advice/information regarding Spanish residency. Signs to look out for and how to get started. Very pleasant and professional. Highly recommend.

17 de septiembre de 2025
Opinión espontánea
Valorada con 5 estrellas sobre 5

Initial consultation

We took up the offer of the free 15 min consultation and learned so much. Matt was very forthcoming on facts. We will definitely go back to him once we have firmed up our plans.

10 de septiembre de 2025
Opinión espontánea
Valorada con 5 estrellas sobre 5

Knowledgeable and sensible advice

I watched/read their informative online materials and requested a call.

They replied straight away and one of the directors in Gibraltar called me back the same day.

We had a very informative chat- he listened to my personal position and gave bespoke advice.

22 de agosto de 2025
Opinión espontánea
Valorada con 5 estrellas sobre 5

Helpful Tax Advice

I was given good, clear advice that covered several areas of concern for me on cross border banking, double taxation, tax returns, timings and process. Recommended.

22 de julio de 2025
Opinión espontánea
Valorada con 5 estrellas sobre 5

Contacted Fiduciary and had a very…

Contacted Fiduciary and had a very quick response from them.

Matt was able to give me clear and helpful advice about my financial situation. He clearly has a high level of knowledge and professionalism.

I would definitely use this company again in the future

20 de mayo de 2025
Opinión espontánea
Valorada con 5 estrellas sobre 5

Valuable Advice

Matt Penfold has provided me with clear and precise advice over several years, both on investments and taxation relating to my Gibraltar residency.
His knowledge on expat pensions was especially helpful.
If you need advice on such matters, talk with Matt.
Thanks Matt.

15 de abril de 2025
Opinión espontánea
Valorada con 5 estrellas sobre 5

Excellent clear, practical advice

Matt gave practical, clear information with regards tax /residency requirements for Gibraltar and available options. Far better than scrolling through mountains of contradictory internet posts.

Highly recommend his services and will definitely contact him again for future advice.

9 de abril de 2025
Opinión espontánea
Valorada con 5 estrellas sobre 5

Taxation advice

From my talking with Matt, he seems very informative about specific contextual situations, such as mine. Was able to offer reassurances on technical issues. A good listener!

Mark

19 de marzo de 2025
Opinión espontánea
Valorada con 5 estrellas sobre 5

Matt has been very helpful and kind

Matt has been very helpful and kind. He explained all financial implications about returning to Spain. He was very specific to my particular situation. I would highly recommend him again

6 de marzo de 2025
Opinión espontánea
Valorada con 5 estrellas sobre 5

Great advice!

I recently had a conversation with Matt Penfold, who was incredibly helpful in answering all my questions. He provided valuable information tailored to my family's needs, which will make our move much smoother once able. I highly recommend Matt for anyone seeking advice or guidance. Thank you, Matt!

5 de marzo de 2025
Opinión espontánea
Valorada con 5 estrellas sobre 5

Matt Penfold

Having just lost my husband & so much to sort out with investments, pensions & tax here in Spain, Matt has been my rock . My husband put his trust in Matt & without him & his team I would be lost, he is now my advisor & I can’t thank him enough . It’s not just advice , it’s caring about the individual, it’s the whole package .

22 de febrero de 2025
Opinión espontánea

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