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Catherine Ross
Head Of New Business at Fiduciary Wealth Management
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Work Experience
Head Of New Business
Dec 2019 - Present · 5 years and 1 months
Head Of Pension Administration
May 2019 - Dec 2019 · 7 months
Personal Assistant To Coo
Jun 2018 - May 2019 · 11 months
Company Details
We are a boutique financial advisory and consulting practice offering tax led bespoke wealth management solutions, asset management and financial planning services to private clients, professional intermediaries and businesses throughout the Iberian Peninsula and the UK. Our business is to help clients build, protect and eventually pass on that wealth to secure the futures of those who depend on them. Fiduciary Wealth is the private wealth arm of Fiduciary Group founded in 1982 and affiliated to Gibraltar’s oldest legal practice Isolas1892 named a leading law firm by The IFLR 1000. If you are looking for the highest standards of wealth management advice and service from your independent financial adviser you have found the right firm. To schedule a financial consultation please call us today on +Tel: 44 207 998 0570 or connect@fwm.gi You may also book your one-to-one consultation here: https://calendly.com/fwmdiscoverymeeting/fwm-free-discovery-meeting Fiduciary Wealth is an award-winning financial advisory practice: ‘The International Wealth Management Firm of the Year 2023’ by MGI Worldwide at the UK & Ireland Conference.
Year Founded
2007
Social Media
LinkedinFacebookTwitter
Industry
Investment Management
HQ Location
Bell Lane 3 Gibraltar, GI
Keywords
Cross Border Financial PlanningTax led Wealth ManagementAsset ManagementRetirement Planning - QROPS & QNUPSWealth Management
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