Upholding the traditional values of individually tailored financial advice, product choice and impeccable service.
Fiduciary Wealth is the “financial planning and private wealth” arm of the Fiduciary Group founded in 1982 and affiliated to Gibraltar’s oldest legal practice Isolas 1892 which can trace its roots back almost 120 years. The Group is represented in five different countries and employs around 130 staff. Fiduciary Wealth is a “stand-alone” business within the group regulated by the Gibraltar Financial Services Commission with authorised branches in Spain and Portugal as well as an FSA authorised branch in London.
Our business is to help clients protect the financial assets they already have and advise them on how to manage and grow them for the long term. We ensure clients preserve their legacy for their future and for the futures of those who depend on them. We focus solely on helping you build, maintain and preserve your wealth.
Sound decisions require independence. Clients value our financial advice because it is objective, impartial and tailored to support their financial goals. Being independent financial advisers allows us to work closely with other professionals such as lawyers, accountants and tax advisers on cross border issues to resolve complex matters and ensure clients obtain best financial advice.
Fiduciary Wealth advises across a wide range of financial and tax planning services to local and expats alike from investments, savings and tax wrappers through to insurance, pension’s advice on QROPS, QNUPS and retirement planning strategies generally . Whilst investment management and expat financial advice is our core business we advise private individuals and businesses, on a full range of financial services, everything to do with insurance from life assurance and private medical cover through to mortgages. Furthermore, we offer a full suite of financial products from different providers ranging from the most competitively priced to those with the highest quality of cover.
Clients come to us for financial advice because they value our ability to provide fast, accurate and effective financial solutions coupled with high quality, impartial and tailored financial advice. We serve the local market but specialise in expat financial advice. If you are looking for the highest standards of financial advice and service from your independent financial adviser you have found the right firm.