Fiduciary Wealth Management  Opiniones 

Fiduciary financial planners
I had a lengthy chat with Matt yesterday which was very helpful. He patiently explained to me various aspects of moving to Portugal with all the nitty gritty to deal with finances. I would recommend him any time.
Monique Coombes

I booked a meeting with Matt Penfold as I was moving to Gibraltar mid way through a tax year in the UK and had a fair few questions regarding tax between the UK and Gibraltar. Matt answered all these questions with ease and formulated a great summary afterwards which was incredibly helpful for me. Prior to the call I had spent weeks trying to find clear answers to these questions and I wish I would have just booked a call weeks sooner!

Thoughtful and engaging telephonic interview with Liane. Listened to learn about my requirements. Good follow-up.

Thoughtful and helpful advice that enabled me to clarify my financial and tax options when moving to Spain.

Spoke to Matt Penfold who is a senior adviser at FDM. He helpfully clarified my residency question, what are the actual residency routes available? His answer tied in with what I was told by Gibraltar CRSO face to face couple of months back.

Seems the Gibraltar gov.gi website is in need of some updating with respect to having the correct upto date application forms and guidance notes for Gibraltar residency. They still show residency can be obtained via "job seeker" and "self sufficiency" (not in receipt of a UK state pension). This is no longer the case. You must be either:
A. Employed by a local company.
B. Self employed worker.
C. Self sufficiency in receipt of a UK state pension.
D. Category 2 self sufficiency.

This just goes to demonstrate getting up to date information is crucial and valuable rather than just relying information on a website is kept upto date, even if its the governments own website.

For anyone thinking of Gibraltar residency I would recommend a free consultation with Matt or one of his team before making any concrete plans.

I dealt with Liane & Matt. Although my needs were slightly out of their expertise, they were both very helpful in advice and pointing me in the right direction. I won't hesitate in contacting them in the future.

Really valuable advice and transparent about fees and systems. Would recommend.

Paul was excellent in helping us to understand the complexities and risk involved with our proposed move. He gave balanced impartial advice and at no time did he try to sell us services until we decide if this is the right course of action

Met with Paul Correa. Very helpful and friendly. Listened carefully and was most insightful. Knows what needs to be done re tax planning before moving to Portugal.

Pre-consultation meeting was incredibly useful and informative with no hard selling. I really look forward to working with them in the future

I have had two extended calls with Fiduciary Wealth about becoming a Gibraltarian resident. They have been incredibly helpful and insightful about the benefits and pitfalls and I will no doubt be using their services again.

As a UK domiciled retired couple, we approached FIDUCIARY WEALTH MANAGEMENT to determine the options to purchase/upgrade our existing property and possibly latch onto the Tax benefits available in Portugal. Their free of charge initial consultation information was concise and very helpful and would certainly use their services if indeed we decide to take up the NHR option in future. Rgds, Gxxxxx from Cheshire.

Very in depth knowledge about tax-specific questions. My call was incredibly helpful to make an informed decision. Very friendly and reliable staff. For any question on moving abroad and getting your financial issues in order I can only recommend FW.

FWM helped with me and my partners first move abroad. This included residency application, self employment, finding an office and general advice. They are always quick to reply and always go out of their way to help.

I had a complex pension issue to sort out. The team at Fiduciary Wealth provided great advice and service.

Ultimately they helped me set-up a better product and helped me feel more in control.

Thank you Matt for all you're information was really helpful

The team at fiduciary wealth are extremely knowledgeable and the advice and guidance I have been given regarding relocating tax planning pensions and investment options has been without a doubt the most in-depth advice by far. These are uncertain times and knowing a reputable company like Fiduciary is looking after me fills me with reassurance. We are looking forward to our future retirement.

I recently had the pleasure of talking to Paul Correa about tax planning
Paul was very polite and clearly very
up to date on this topic

Saw an excellent article about relocating to Portugal by Fudiciary and contacted them. Catherine was very helpful and arranged a no obligation consultation with Matt. He answered all my questions fully and explained in plain language what they could offer as a service. The information he gave me was invaluable and was not pushy in any way. I would have no hesitation in recommending them to anyone interested in relocating to either Spain or Portugal.