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Nick

03 January 2024, 04:40

  • GI

Independent financial advice

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.

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Naomi Knapp

22 December 2023, 05:06

  • GB

Was very helpful and pointed me in the…

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

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Consultant

22 December 2023, 04:44

  • GB

Fiduciary Wealth Consultation

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.

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Customer from

13 December 2023, 22:57

  • PT

Focused company, Reasonable customer focus

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

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Stephen Price

13 December 2023, 16:13

  • GB

Fiduciary Wealth a very positive…

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

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Matt

29 November 2023, 22:42

  • GB

1st Class service from Matt @ Fiduciary Wealth.

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.

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mark raven

20 November 2023, 18:00

  • ES

Excellent professional service

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

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Darren

20 November 2023, 00:47

  • CA

Very helpful consultation with Paul

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

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Clive Bonsall

06 November 2023, 02:00

  • GB

Professional, candid and constructive

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.

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Customer

25 October 2023, 18:09

  • GB

It was a pleasure to deal with someone…

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