Fiduciary Wealth Management  Opiniones 

Fiduciary seem to choose their funds very carefully and keep me informed of their investment strategy. Also, in my dealings the advisers are helpful and accommodating. I'm more than satisfied with the service.

I became aware of Fiduciary during an EXPATS PORTUGAL webinar during which Paul spoke on the subject of pensions and retirement. His talk was so interesting and so well presented I felt the need to follow up and contact him through Fiduciary to see whether they would be able to assist me in my transition from the UK to Portugal. I have since had an initial interview with Ms Catherine Ross from the company. She was as equally helpful and knowledgeable. i now await a follow on meeting with them to move my case forward

I have been invested in the market for years, with my portfolio drifting along. That was until Fiduciary Wealth started managing my portfolio, they have been professional, have communicated well and have made good recommendations. I look forward to a rewarding relationship with them.

Very helpful, good feedback, honest insight. I find Fudiciary staff to be very knowledgeable, on top of the latest trends and communicative with up to date advice for timely decision making

I have worked with Fiduciary Wealth for over 5 years whereas previously I worked with a large Swiss bank.
The experience is totally different i.e. better!. Much more personal.
We are going through difficult times together but there is always someone to talk to, and response times are really fast.
Not happy with the world right now, but happy to be with Fiduciary Wealth.

Good clear advice. Would recommend.

I have worked with Fiduciary Wealth for the last 2 years and always found the team to be friendly, professional and super helpful.

The whole team are always working extremely hard to ensure our investments are on track and the expertise and attention to detail with which our financial affairs are handled is second to none.
They keep in regular contact with us and provide us with ongoing financial advice as our needs and the markets change.

Due to a decision to live abroad I am in the process of moving to Fiduciary Wealth. The Team could not have been more helpful or friendly and have worked tirelessly. We are almost there.

Their tireless efforts over the last year on my portfolio during this pandemic has reassured me that they have genuine concern.
They are friendly professional and knowledgeable.

Having relocated to Gibraltar a few months ago we contacted FWM and from the getgo were met by a professional team with a friendly approach. They have dealt with everything from residency to investment for us and helped tremendously with all the red tape involved. All members of staff we have dealt with have gone the extra mile to help us. Would highly recommend.

I would highly recommend this company. Very professional. Nothing is ever to much. And so helpful.

Professional service provided by a knowledgeable team. I asked for a cashflow for a retirement decision and Fiduciary Wealth responded with a good cashflow that we tweaked to be able to make an informed decision.

A pleasant and helpful group. Ready to listen and advise.

Have been with Fiduciary for several years, with mixed feelings, staff seem efficient and friendly but I question their stoick picking ability. Yes, we are in difficult times but I object to changing stock three or more times per annum and over the last 12 months, mostly at a loss.

I like the people at Fiduciary, but I've been disappointed by the fund they chose. Since moving my UK pension to their management in 2017, I have only seen 1 qtr of growth and I'm currently down nearly 10% (pre Covid).

I have every confidence in the regular investment advice provided by FWM. I am particularly happy with their proactive approach in recommending portfolio changes in what is currently a very difficult market. Their priority is to look after their clients’ interests. I find them very easy to deal with and their customer service is second to none.

Always there to help with any questions or queries.

Fiduciary offer a very personal service that caters for you as an individual. They are efficient and accessible and I have complete trust in their advice and judgement and would have no hesitation in recommending this company.

They provide me with an excellent service, in particular they provide frequent updates and suggestions for portfolio balancing. Very happy with that advice and the relationship.