You create the memories, we'll protect your future
At Fiducia, we pride ourselves on being a reliable and trustworthy partner for individuals and businesses across the UK. Our comprehensive financial planning services aim to help our clients achieve their unique goals and navigate life's significant milestones. With a strong foundation of over two decades, our expertise lies in providing a first-class, personalized service that is focused on addressing the specific needs of each client.
Our Philosophy
Our philosophy is simple: we strive to provide a level of service that you can recommend. We believe that giving our clients an exceptional experience is essential, which is why we welcome feedback and continually strive to improve our services. Our mission is to be the go-to financial partner for individuals and businesses, providing expert guidance and support every step of the way.
Our Services
Our extensive range of services includes:
- Mortgages: From first-time buyers to seasoned property investors, we offer bespoke mortgage solutions tailored to your needs.
- Pensions: We work closely with our clients to create a pension strategy that aligns with their financial goals.
- Wills and Estate Planning: We help clients protect their loved ones and assets with comprehensive wills and estate planning services.
- Investments: Our investment experts develop personalized investment portfolios to help clients achieve their financial aspirations.
- Home Insurance: We offer tailored insurance solutions to safeguard your home and property.
- Personal Protection: Our team helps clients secure their families' financial future through personal protection services.
- Commercial Mortgages & Specialist Financing: We provide tailored financing solutions for businesses, including bridging and development funding.
- Business Finance: Our expertise in business finance enables us to deliver innovative solutions for entrepreneurs, including invoice and trade finance.
Our Team
Our leadership team is comprised of highly experienced professionals who have spent their careers honing their skills and expertise. Our Managing Director, Anthony Scott, is a seasoned financial expert with a deep understanding of the industry. Our Finance Manager, Cherie Caygill-Smith, brings a wealth of experience in financial planning and customer service. Our HR Manager, Nancy Prest, ensures that our team is equipped to deliver exceptional service to our clients.
Meet The Team
- Marcus Grimshaw, CEO, is the co-founder of Fiducia and a passionate advocate for the financial services sector.
- Anthony Scott, Managing Director, has a wealth of experience in finance and has written two books on his areas of expertise.
Membership and Accreditations
We are proud members of the National Association of Commercial Finance Brokers (NACFB) and Openwork, one of the UK's largest Financial Advice networks.
Excellent Service and Support
The reviewers praised the exceptional service and support they received from Fiducia Group. They appreciated the fast responses, fantastic communication, and efficiency of the staff, which made the process of buying a property, getting financial planning, and sorting out mortgages and insurance seamless and less stressful.
Knowledgeable and Professional Staff
The reviewers were impressed by the knowledge and professionalism of the staff, particularly Richard Copestake, Alex, Susanne Dugdale, and Natasha Woods, who provided clear guidance, honest advice, and support throughout the process.
Positive Experience
The reviewers had a positive experience with Fiducia Group, praising the company's responsiveness, quality, professionalism, and value. They appreciated the personalized approach, the willingness to listen to their needs, and the ability to explain complex financial concepts in an easy-to-understand manner.
Recommendations
The reviewers were happy to recommend Fiducia Group to their friends and family, praising the company's excellent service and support.
