Fiduciary Wealth Management  Opiniones 

I am very impressed with the information provided. Friendly professional staff. I feel very confident with the professional, honest, transparent advice. Trustworthy and caring advisor.

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 potential pitfalls which could have been extremely costly.
Great meeting, sincere help.
I would strongly recommend their services.

Regards Richard

Paul contacted me on LinkedIn and offered his time to discuss pension planning. In this world there is nothing for free so I was a bit hesitant, but he said he is happy to have a chat. We had a really productive Zoom call, with plenty of tangible advice that I did not think of before. Paul listened to my questions, was really helpful and I can wholeheartedly recommend him. He went above and beyond to help me (no charges, I offered) and I am sure he does the same for all his clients. Thank you Paul for your time!

We consulted Fiduciary Wealth concerning the possibility of our relocating to Gibraltar. We spoke at length to Paul Correa, who was extremely helpful in explaining the hoops we needed to jump through to achieve our objective. We will definitely be looking to Paul to help us through the intricacies of the relocation process.

We were met by Matt Penfold from Fiduciary. He listened to our financial situation and explained some of the financial hurdles we were unaware of or didnt understand. His advice and guidance has enabled us to make some informed financial decisions and plan for our future. Highly reccomended!

Had my first meeting with Paul last week. Immediately felt at ease discussing the finer details of personal finance, pensions and life in general. Paul was very knowledgable. Will definitely be following up at some point.

I received honest advice and felt FWM had my best interests at heart. They approached everything as to what is best for me, rather than easiest for them.

Had a great experience with Paul in London and hope to do further business with them in future .

Matt was extremely helpful and addressed every question with clarity !
A great help as I have been struggling to find assistance in getting a portugese viss!
I would highly recommend this company and Matt especially.. thank you 🙏

I spoke to the Director Mr Paul Correa.
From the start it was clear that Paul was very knowledgable and more importantly completely up to date. He keeps up to date with changes in regulation which others have missed. My experience has been that many advisors are not up-to-date so chatting with Paul was reassuring. He certainly has the experience and knowledge to guide you correctly and can advise you what is the best thing to do and also what is not the best thing to do. I recommend Paul highly.

I found fiduciary refreshingly upfront and clear with what they could (and couldnt) do regards moving my Pension to a new provider. They have been very responsive to all my enquiries.

Was very helpful and pointed me in the right direction- and caused me to think about new items of importance - wud recommend the service

Had an initial conversation with Liane Schofield who made the conservation simple and straight forward and also gave me some good advice around relocation.

I then had a meeting with Paul Correa to discuss a potential application for residency in Gibraltar. Paul quickly understood my end-to-end financial status and then gave clear concise information about the requirements for residency and how he recommended I should progress to potentially meet those requirements in the future.

Paul has a full knowledge on what the latest residency requirements are and would recommend him to anyone considering relocation to Gibraltar.

Focused company, good level of technical advice, sales oriented and reasonable level of customer focus. Gained the impression that Fiduciary Wealth Management ultimately was an ethical organisation who would not recommend anything that even approached “sharp practice”.

My experience of both Paul Correa and Matt Penfold were very positive.

I would recommend Fiduciary Wealth Management

Fiduciary Wealth a very positive experience. I arranged a meeting with Paul Correa to discuss an application for residency in Gibraltar and the implications of the Gibraltar-UK Double Taxation Agreement for my particular financial circumstances. Paul was extremely helpful and gave me clear, constructive advice relating to these and other aspects of relocating to Gibraltar. It was refreshing to have a conversation with someone who I felt had my interests at heart and was not trying to “sell me something”. I have no hesitation in recommending Paul and Fiduciary to anyone contemplating a move to Gibraltar Very friendly staff and always ready to help at a moments notice

I had an initial meeting with Matt from Fiduciary Wealth today.
The advice & Info he gave me was excellent & delivered in a friendly & helpful, easy to understand manner.
Matt was not in the slightest bit pushy & I can wholeheartedly recommend him and Fiduciary Wealth to anyone needing financial advice.
Fantastic service.

I had several meetings with Paul, he is an excellent adviser, friendly and knowledgeable.

Very helpful consultation with Paul. Very knowledgeable; explained what options were open to us and various ways to do other things. Impressed.

So far, I have found dealing with Fiduciary Wealth a very positive experience. I arranged a meeting with Paul Correa to discuss an application for residency in Gibraltar and the implications of the Gibraltar-UK Double Taxation Agreement for my particular financial circumstances. Paul was extremely helpful and gave me clear, constructive advice relating to these and other aspects of relocating to Gibraltar. It was refreshing to have a conversation with someone who I felt had my interests at heart and was not trying to “sell me something”. I have no hesitation in recommending Paul and Fiduciary to anyone contemplating a move to Gibraltar.

It was a pleasure to deal with someone who was clearly the master of his brief.