Fiduciary seem to choose their funds…
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.
an introduction to Fiduciary
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…
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
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…
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
Good clear advice. Would recommend.
Fiduciary Wealth Review
I have worked with Fiduciary Wealth for the last 2 years and always found the team to be friendly, professional and super helpful.
Highly recommended team who have my full confidence
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…
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…
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.