Business Details
25 Years
experience
Expert Financial Advisers in Newark
Established in 2001 by industry experts Marcus Grimshaw and Anthony Scott, Fiducia Group has grown into one of the UK's most respected financial services organisations. Our founders' commitment to delivering a highly personal and professional experience continues to guide our operations, ensuring consistency, integrity, and excellence in every client interaction. Over two decades, we have built a reputation for trust, expertise, and outstanding client service, with growth driven by personal recommendations and referrals. Our philosophy centers on providing financial services clients can confidently recommend, actively seeking feedback to maintain the highest service standards. As members of the National Association of Commercial Finance Brokers (NACFB) and partners with Openwork, one of the UK's largest financial advice networks, we combine industry leadership with access to comprehensive financial planning solutions.Our team of experienced advisers specialises in retirement planning, investment strategies, and pension advice, offering tailored guidance to individuals and businesses nationwide. We prioritise ongoing support, regular reviews, and dedicated financial advisory relationships to help clients navigate life's financial milestones. From first-time homebuyers to business owners seeking growth finance, our services span personal financial planning, mortgages, pensions, investments, and commercial finance. Our national reach, combined with localised expertise, ensures clients receive both broad market knowledge and personalised attention. Through FCA-authorised frameworks, we maintain rigorous regulatory compliance while fostering long-term client trust through transparent communication and no-obligation initial consultations.
Services
Financial Planning
Mortgages
Pension Transfers
Investment Strategies
Commercial Finance
Details
- Year established: 2001
Highlights and features
- Over 20 years of experience in personal and commercial financial planning
- National reach with localised expertise across the UK
- FCA regulated through The Openwork Partnership
- Dedicated financial advisers with ongoing client support
- No-obligation first consultation for all clients
Associations and certifications
- National Association of Commercial Finance Brokers (NACFB)
- Financial Conduct Authority (FCA)
What people say
Exceptional expertise
Personalised approach
Clear communication
Long-term support
Professional team
Services
Financial Planning
Our financial planning services create tailored strategies for long-term wealth management. We assess individual circumstances to develop comprehensive plans covering retirement, investments, and estate planning. Clients receive ongoing portfolio reviews and market analysis to ensure sustained growth aligned with personal goals.
Mortgage Advice
Specialist mortgage guidance covers first-time purchases, remortgaging, and buy-to-let investments. We access whole-of-market products to secure competitive rates while explaining all associated risks and benefits. Our advisers help clients navigate complex mortgage terms and eligibility criteria.
Pension Transfers
Expert pension consolidation services optimise retirement savings through strategic transfers. We evaluate existing schemes, identify potential benefits, and ensure compliance with HMRC regulations. Clients receive clear projections of future income streams and tax implications.
Commercial Finance
Tailored business financing solutions include commercial mortgages, bridging loans, and asset finance. We assess company requirements to match appropriate funding structures while explaining repayment terms and eligibility criteria. Our NACFB membership ensures adherence to industry best practices.
Investment Strategies
Customised investment portfolios balance risk and return based on client objectives. We provide ongoing market analysis and performance reviews while explaining different investment vehicles. Our strategies incorporate tax-efficient wrappers and diversification principles.
People
Marcus Grimshaw
CEO
Co-founder and CEO with extensive commercial finance expertise. Former NACFB chairman who implemented industry regulation standards. Holds leadership roles in financial advisory networks while maintaining client-facing responsibilities.
Anthony Scott
Managing Director
Co-founder responsible for daily operations. Qualified with ACIB and Diploma in Financial Planning. Author of financial literature with specialist knowledge in long-term investment strategies and business management.
Neal Handley-Sawer
Financial Adviser
DipPFS-qualified adviser specialising in inheritance tax planning and business relief investments. Former NatWest Bank professional with expertise in pensions and investment products. Holds specialist licensing qualifications for complex financial solutions.
Iryna Konoshenko
Mortgage Adviser
Certified mortgage and protection specialist with CeMAP qualifications. Provides whole-of-market advice tailored to individual circumstances. Known for simplifying complex mortgage processes while maintaining clear communication with clients.
Karen Hill
Practice Manager
Wealth and pensions manager with 16 years' experience in financial services. Former building society branch manager focused on client relationship management. Prioritises customer service excellence and team development within Fiducia Group's advisory framework.
Questions
What financial services do you specialise in?
We specialise in financial planning, mortgages, pension transfers, investment strategies, and commercial finance solutions for UK clients.
Are your advisers qualified?
Yes, our team holds industry-recognised qualifications including DipPFS, CeMAP, and specialist licensing certifications for complex financial products.
How do you charge for financial advice?
We provide transparent fee structures during initial consultations, with no-obligation meetings to discuss your specific requirements and service costs.
Can you help with commercial finance needs?
Yes, our NACFB membership supports commercial finance solutions including business loans, asset finance, and development funding across the UK.
How are you regulated?
We operate under FCA-authorised frameworks through The Openwork Partnership, ensuring compliance with financial services regulations and client protections.
Do you offer ongoing financial support?
Yes, we provide regular portfolio reviews and continuous advisory support to help clients adapt to changing financial circumstances and goals.
