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Lauren Peters
Senior Financial Advisor at Fiducia Wealth Management
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Work Experience
Senior Financial Advisor
Dec 2018 - Present · 6 years
Wealth Management Advisor
Nov 2015 - Dec 2018 · 3 years and 1 months
Pensions Advisor
Jan 2014 - Oct 2015 · 1 years and 9 months
Company Details
Based on the Essex Suffolk border Fiducia Wealth Management is a multi award winning chartered firm of Financial Advisers who provide high quality, independent and fee based financial planning advice and discretionary investment management services for individuals, family estates, corporates, charities, pension funds and trustees. Our overriding commitment is to provide clear, well communicated and sensibly thought out financial advice which is focused on holistic, long term strategic planning in order to assist clients to grow and maintain their wealth. We also place great emphasis on the protection of investments from the cyclical nature of global stock markets and the wealth eroding effects of tax legislation. Fiducia are authorised and regulated by the Financial Conduct Authority. Fiducia Wealth Management Limited, Dedham Hall Business Centre, Dedham, Colchester, Essex, CO7 6AD Fiducia Wealth Management Ltd, Saxon House, 27 Duke Street, Chelmsford, CM1 1HT
Year Founded
2005
Social Media
Linkedin
Industry
Financial Services
HQ Location
Dedham Hall Business Centre Dedham Colchester, Essex CO7 6AD, GB
Keywords
Financial PlanningInvestment ManagementTax PlanningIHT SolutionsTrustee ServicesRetirement SolutionsWealth ManagementLong Term Care AdviceSSASSIPPS
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