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Fiduciary Wealth Management  Opiniones 

187
•
TrustScore: 5 sobre 5

4,9

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Consulta las opiniones de los clientes

Valorada con 5 estrellas sobre 5

I have total faith and confidence in the Fiduciary Wealth Management team. They are professional but always accessible and helpful, keeping me updated on the status of my investments and have given me... Ver más

La empresa ha respondido

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

Valorada con 5 estrellas sobre 5

My rating of 5 stars is based upon the following events. 1st when we first meet and agreed to work with each other my proceeding where slow to start with due to the money been handed over was from... Ver más

La empresa ha respondido

Información sobre la empresa

  1. Planificador financiero
  2. también en la categoría
  3. Asesor de impuestos
  4. Asesor financiero
  5. Compañía de seguros
  6. Servicio de inversión

Sobre 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.

Who We Help:

  • UK Retirees
  • UK Executives
  • UK Entrepreneurs
  • UK High Net Worth Individuals
  • UK Expatriate 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.

BOOK A MEETING →

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

187 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

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4,9

Todas las opiniones

(187)

10 opiniones en los últimos 12 meses

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Valorada con 4 estrellas sobre 5

Improvement when changing brokers

FWM has certainly been an improvement on my previous broker.

29 de julio de 2020
Opinión espontánea
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Respuesta de Fiduciary Wealth Management

We are very pleased to hear this! Many thanks!

Valorada con 5 estrellas sobre 5

Since Fiduciary Wealth took over from…

Since Fiduciary Wealth took over from Beacon Hill Consultancy, I have had prompt and efficient service from the Director of FW who was assigned my file. He has been honest and open in all our communiques and his advice has been considerably valuable. He has greatly assisted in getting Friends Provident to follow instructions regarding closure/payout of funds which I held. Although my relationship with FW is short, based on the above I would rate them as exceptional.
I could have done with someone like that 20 years ago when working in Africa as an expat.

28 de julio de 2020
Opinión espontánea
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Respuesta de Fiduciary Wealth Management

We are very pleased to read this review. Many thanks Clive!

Valorada con 5 estrellas sobre 5

Great Customer Service

Had just started using FWM as COVID19 started, so returns are 'on hold' for now.
However, great customer service!
I feel I am valued as a customer. The team are easy to get hold of and I receive quick replies.

28 de julio de 2020
Opinión espontánea
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Respuesta de Fiduciary Wealth Management

Thank you for your great review from all our team!

Valorada con 5 estrellas sobre 5

Keep it up......

I wish EVERYBODY would be so reliable as Fiduciary Wealth...............

28 de julio de 2020
Opinión espontánea
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Respuesta de Fiduciary Wealth Management

Thank you very much Ernst!

Valorada con 4 estrellas sobre 5

Fiduciary Wealth Management

I have only been using Fiduciary Wealth for a relatively short period of time and considering the impact of Coronavirus during this period it is difficult to judge their performance in terms of how my investments are performing. What I can comment is that they have a very good and proactive team and seem very quick to react to market changes when necessary. This gives me some reassurance that they are actively engaged in managing my investments.

24 de julio de 2020
Opinión espontánea
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Respuesta de Fiduciary Wealth Management

Thank you Rob!

Valorada con 5 estrellas sobre 5

Top people.

With over 40 years as an ex-pat and investor I have seen the good, the bad and, too often, the ugly. Fiduciary sits at the top of The Good. Sound advice and fast communication. Highly recommended

23 de julio de 2020
Opinión espontánea
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Respuesta de Fiduciary Wealth Management

Thank you for your kind words Martyn!

Valorada con 4 estrellas sobre 5

Very efficient service

Very efficient service. Easy access to advisors. Good investment advice. Performance reports could be more informative

22 de julio de 2020
Opinión espontánea
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Respuesta de Fiduciary Wealth Management

We have taken your feedback on board William, many thanks for the review!

Valorada con 4 estrellas sobre 5

We trust them to do their best for us.

We are not knowledgeable investors and it took us a while to realize that the company to which we had previously entrusted our business was a gang of charlatans content to let us sink or swim as long as they had their hands on our cash. In contrast, advice from Fiduciary has always promptly reflected market conditions and recommendations have been comprehensively explained. We trust them to do their best for us. John.

22 de julio de 2020
Opinión espontánea
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Respuesta de Fiduciary Wealth Management

Many thanks John for your review!

Valorada con 5 estrellas sobre 5

Honest and trustworthy Advice.

Honest and trustworthy withl a wealth of experience from the M.D down to all staff.Have a can do attitude with a smile and are very pro active.In current times it is good to know my investment is being managed carefully and with minimal risk.Highly recommended.
Geoffrey.

22 de julio de 2020
Opinión espontánea
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Respuesta de Fiduciary Wealth Management

Thank you for this amazing review Geoffrey!

Valorada con 5 estrellas sobre 5

Clear, confident and timely advice....

I have been with Fiduciary Wealth for many years. I have always been satisfied with their service and advice. However, I have been particularly impressed with them through the Covid-19 crisis and am pleased with the returns I have achieved. Their clear, confident and timely advice has been very much appreciated.
Nick - Kensington, London

22 de julio de 2020
Opinión espontánea
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Respuesta de Fiduciary Wealth Management

We really appreciate your review Nick and helping to share the word about us.

Valorada con 5 estrellas sobre 5

I have been with Fiduciary for many…

I have been with Fiduciary for many years I have found them to be trustworthy, efficient and quick to respond to any communication.
J R

22 de julio de 2020
Opinión espontánea
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Respuesta de Fiduciary Wealth Management

Than you for a 5-star review!

Valorada con 5 estrellas sobre 5

Fiduciary Wealth and it’s service

Fiduciary Wealth arranged the transfer of my UK pension fund into a cost effective QROPS in 2011 and since then has pro-actively managed the underlying investments to my complete satisfaction keeping me fully informed throughout the process. I have no hesitation in recommending Fiduciary Wealth as a professional and highly competent wealth management company. (Maurice Foster)

22 de julio de 2020
Opinión espontánea
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Respuesta de Fiduciary Wealth Management

Thank you for being such a loyal client Maurice!

Valorada con 4 estrellas sobre 5

Very professional

Top Address, everybody is very helpful and assists with your every need. I am very pleased with their services.

22 de julio de 2020
Opinión espontánea
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Respuesta de Fiduciary Wealth Management

Thank you Thomas for your kind words!

Valorada con 4 estrellas sobre 5

Fiduciary have been very pro-active…

Fiduciary have been very pro-active during the current period of economic uncertainty. They have tried to improve communication and have taken prompt mitigating actions to avoid losses.

22 de julio de 2020
Opinión espontánea
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Respuesta de Fiduciary Wealth Management

Thank you Robert very much!

Valorada con 5 estrellas sobre 5

Exceptional

Impressive, intelligent & reliable financial advice - even more valuable in the current, unprecedented market situation. The FWM team from MD down, exceed all normal expectations in providing personalised service & support, even during the Covid-19 lockdown

21 de julio de 2020
Opinión espontánea
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Respuesta de Fiduciary Wealth Management

Thank you for taking time and leaving this amazing review!

Valorada con 4 estrellas sobre 5

So Far, Very Good!

I'm very Happy! The team at Fiduciary Wealth Management have been very pro-active in the setting up of investments. Good Job!

21 de julio de 2020
Opinión espontánea
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Respuesta de Fiduciary Wealth Management

Thank you!

Valorada con 5 estrellas sobre 5

Excellent service from FWM

Since Fiduciary Wealth Management took over the administration of our investments from another consultancy, I have been very impressed with the quality of their communication. This includes the regular updates and valuations, but also the more ad hoc correspondence in connection with changes of address, provision of information to the institutions where our funds are invested, etc. The correspondence with Matt Penfold, Ms Catherine Ross and Ms Alise Lapinska have been very efficient, they have consistently reacted very quickly to my emails and have assisted very quickly whenever needed.

21 de julio de 2020
Opinión espontánea
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Respuesta de Fiduciary Wealth Management

Your kind words mean a world to our team, many thanks Ron!

Valorada con 5 estrellas sobre 5

I am very satisfied with the manner in…

I am very satisfied with the manner in which Fiduciary Wealth Management conduct my affairs and keep me up to date with current situations.

20 de julio de 2020
Opinión espontánea
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Respuesta de Fiduciary Wealth Management

Thank you for a 5-star review!

Valorada con 5 estrellas sobre 5

Five Star all round excellence.

Fiduciary Wealth Management is a company you can trust with your wealth. A true company where the clients needs come first.
A rare company where high standards come natural.

20 de julio de 2020
Opinión espontánea
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Respuesta de Fiduciary Wealth Management

Thank you so much Mack for your kind words!

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