Fides Financial Management
offers a highly personalised and confidential wealth structuring and financial
planning service. Our clients include individuals, families, business owners
We recognise that with financial success comes increased
responsibilities and complexity. This brings new challenges, including the
structuring, preservation and transfer of wealth to future generations.
We can assist in your planning to achieve your retirement dreams.
We can show you how to best take and possibly increase your overall pension
income. This is particularly important given the poor investment climate and
tumbling annuity rates have left behind some nasty surprises!
We work to ensure financial security for your family, business and
accumulated wealth, making sure that your long term plans happen, regardless of
accident or future health issues
We can demonstrate the short and longer term benefits of smarter
tax strategies and improved investment decisions. We can also show our clients
how to securely transfer wealth to loved ones and establish trusts or
We explain at the outset that we prefer to be ‘in it for the long
haul’ and our goal is to be one of your family’s trusted advisers. Our clients,
their children and wider family all have unique needs and dreams which will
change over time.