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Pamela Lowe

22 January 2025, 01:05

  • PE

Having watched several of their short

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 clockwork. Matt Penfold’s advice is clear and easily understandable . There was never any moment when we felt we were being rushed and in fact, we probably spoke for closer to 30 minutes. We now have a lot to think about and will certainly arrange a face to face appointment when we visit Gibraltar.

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Samir

18 January 2025, 17:31

  • 1 Review
  • GB

Verified

Very knowledgeable about all tax and…

Very knowledgeable about all tax and economic matters for Gibraltar, and the UK, and clearly able to analyse and recommend appropriate steps. Very pleased with recommendations and advice and really helped to focus and prioritise actions for now and for the future

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Lisa customer

13 December 2024, 23:49

  • GB

Grateful with Matt advice

I just had a chat with Matt and went very well. His suggestions were clear and very considering my circumstances. I am extremely grateful to have an external and knowledgeable person who guide me through a possible reallocation. Many Gracias Matt

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JS

22 November 2024, 20:25

  • 1 Review
  • US

Verified

Very helpful

Very helpful , informative info provided very professionally. This cost £350 for an hour which is a lot but its saved me so much time and energy.

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Richard Calvert

23 October 2024, 19:27

  • GB

We found from our first meeting Matt to…

We found from our first meeting Matt to be very professional and helpful. We look forward to engaging their services.

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Sean Gilbert

18 October 2024, 03:03

  • GB

We had an initial first 15 minute chat…

We had an initial first 15 minute chat with Matt. His advice and knowledgeable feedback helped us to take the certain decisions for now and we have agreed to stay in touch. We will definitely continue to engage in the future as Matt’s knowledge will be invaluable to us.

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Martin

27 September 2024, 01:01

  • GG

Introductory session on our proposed move from the Channel Islands to Gibraltar

I had an introductory session on the telephone today with Matt. I had provided him in advance with our personal & financial status in some detail & I recommend doing so to get the most out of such a session. Matt had taken the time to look at the detail & already had an appreciation of our position. Matt was very easy to talk to. He listened to and understood everything I had to say and was extremely helpful in ensuring that I understood the way forward. The email exchange before & after the call was also helpful and responsive I look forward to continuing the planning our move with his help

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Mrs Carolyn

19 September 2024, 16:03

  • GB

Excellent pension assistance by Matt Penfold

Matt Penfold hosted my appointment and he was very knowledgeable in regards to all aspects of my pension enquiries. He was thoughtful, helpful, impartial and gave me confidence to understand my options. Would highly recommend 👌

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Charles Holmes

25 June 2024, 18:47

  • GB

I am leaving the UK with my wife and…

I am leaving the UK with my wife and came across Fiduciary Wealth on You Tube. I gravitated towards their webinars and videos because they were informative and nuanced. When I contacted FW, Matt replied and we had an enjoyable informed conversation about Gibraltar residence. It is only because I have now chosen another country to apply for that I did not move forward with FW. This is not the sort of thing you want to DIY and it is my experience that you need to find someone who can read the runes, in the ever changing world of tax residency application, both in the UK and country you are applying for. Thank you Matt

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Dave Robertson

22 May 2024, 21:39

  • 1 Review
  • CH

Verified

First Class Service

Had the pleasure of meeting Paul in Gibraltar for advice about relocation and tax. This was a very informative discussion - clearly Paul is extremely knowledgeable and more over very helpful. I hope we can be dealing again the near future.