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Sarah

03 April 2021, 15:15

  • GB

Very helpful and knowledgable

Very helpful, honest, knowledgeable and friendly company. Initially we didn't agree on a structure but I was over the moon when FWM agreed on the advice terms that I was interested in, rather than pushing a product that I didn't want. We've been through my finances and I feel better knowing there's been some independent advice Very happy, will recommend the service

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Lorraine

03 April 2021, 13:57

  • GB

The team at Fiduciary Wealth were very…

The team at Fiduciary Wealth were very helpful in transitioning my former pension arrangements and provided clear advice on the most favourable options open to me.

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Customer

29 March 2021, 18:51

  • ES

Super service

I’m an expat living in Spain and had questions regarding my tax situation with having both property and money in the UK and Spain. I paid Fiduciary Wealth for an advice letter upfront putting my faith in people I had never met! I received a very detailed and informative report from them that I was extremely impressed with and very grateful to receive. They have been professional quick to respond and helpful, I am just sorry I didn’t find them sooner. I highly recommend them.

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Carlo

29 March 2021, 18:47

  • ES

Great Company

Great Company, they recently reviewed my investment portfolio, very satisfied with their recommendations and performance would recommend speaking to them.

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Andy

29 March 2021, 17:36

  • ES

Reliable Advice

Reliable Advice, the team looked in to my UK pensions and advised if I should transfer them or keep them in the UK. I was so happy with their honesty and detailed advice and surprised at their none pushy approach that I have experienced with other IFA firms. The team are very helpful and knowledgeable and I would happily recommend them to anyone needing pension advice.

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customer

25 March 2021, 23:19

  • GB

Been with Fiduciary for around 10 years…

Been with Fiduciary for around 10 years now; they've always been helpful and informative. Highly recommended.

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Simon L

12 March 2021, 19:04

  • ES

Excellent Service

Very helpful, excellent service levels, highly recommended for anyone looking for a highly professional firm. Catherine is a great asset to the business. Simon

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Wayne

08 March 2021, 19:50

  • GI

Try of pension

Given the Covid outbreak at the time , service and feedback were excellent , and information was provided in a timely fashion. Any queries were handled quickly and with clarity.

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Mary Lynne

06 March 2021, 15:05

  • NL

Personal contact

In terms of personal contact, my conversations with the team have always been very pleasant. Knowledgeable and very friendly. I am not that pleased with the actual performance, setting COVID-19 issues aside, and would hope to do better in the future. One other issue, is that I seem to receive emails from different people each time and it would be nice to be able to communicate with the same person. I have I feel built up a relationship with several members of the team and am not too keen on having to digress each time and start afresh so to speak. Hopefully constructive.

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Eddy

22 February 2021, 22:57

  • GI

Responsive and professional service

The team were very thorough from the off, with a clear intention of finding the best solution for our specific circumstance. They were always there to offer assistance going above and beyond what is normally expected and therefore I would highly recommend their services