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WELCOME TO FIDUCIARY WEALTH MANAGEMENT

Dedicated to helping expats and their families

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KEY SERVICES

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TAX PLANNING

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RETIREMENT PLANNING

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WEALTH MANAGEMENT

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TAX RESIDENCY SOLUTIONS

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Learn more about us

 

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We are closely affiliated with ISOLAS, Gibraltar’s longest standing, Band 1 law firm, established in 1892.

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We are a Member of MGI Worldwide a Top 20 ranked Global Accountancy Network of Audit, Tax, Accounting and Consulting firms. Established in 1947 we are represented by more than 5,000 Professionals in 263 locations across 92 countries on a global basis.

CLIENTS TESTIMONIALS

Don't take our word for it - see what our satisfied clients have to say:

  • Andrew Hosking of Fiduciary Wealth arranged the transfer of my UK pension fund into a cost effective QROPS in 2011 and since then has pro-actively managed the underlying investments to my complete satisfaction keeping me fully informed throughout the process. I have no hesitation in recommending Fiduciary Wealth as a professional and highly competent wealth management company.
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    M Foster

    Spain

  • We have been with Fiduciary Wealth for just over a year and are more than pleased with the advice and service provided not to mention a healthy return on our investment already. Our adviser, Andrew Hosking has from the outset been transparent and clear and information which can often be extremely complicated was explained clearly. The system is user friendly and you can log on as like any online bank system to see how your investment is performing which also makes you feel in control. Fiduciary Wealth is a truly professional firm set up making you feel comfortable that your investment is being managed properly and working for you.
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    M Rainford

    Spain

  • In considering my residency options I visited the Gibraltar residency website of Fiduciary Wealth www.gibraltarresidency.co.uk and subsequently contacted Andrew Hosking. The advice I received was second to none and Andrew and his team could not have been more helpful, fully explaining the process and making all the necessary arrangements to secure my residency certificate and assist with tax and ancillary matters relating to my move to Gibraltar.
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    Dennis Croft

    Gibraltar

  • I was referred to the Managing Director of Fiduciary Wealth Management, Paul Correa, a couple of years ago. I am extremely impressed with the firm’s professionalism and expert knowledge of tax and investments as well as financial matters generally. This is a wealth management company which takes pride in offering personal service and a bespoke offering. It enjoys an excellent reputation in the marketplace and their name is synonymous with integrity, honesty and transparency in their dealings with clients. Whenever I have sought advice on cross border issues which require specialist skills Paul has tapped into his vast professional network to provide solutions. I am happy to unreservedly recommend Fiduciary Wealth as a trusted partner.
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    Camila Tom

    UK

  • Fiduciary handled the residency application with efficiency and I was very pleased with the service I received.
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    R J

    Gibraltar

  • We were referred to Andrew Hosking at Fiduciary Wealth as we were less than comfortable with previous retirement planning advice we had received in Spain. Andrew liaised with the Trustees and our Tax Advisers and simplified the arrangements that had previously been put in place for us as well as providing us with pro active and comprehensive ongoing asset management advice.
    We are extremely happy with the service and advice we have received from Andrew and his team.
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    Mr & Mrs Norris

    Spain

  • Fiduciary Wealth became known to me by other friends who were using them for a wide range of Financial Services viz. tax planning, investment decisions and general portfolio management. Fiduciary Wealth have proved themselves to be very pro-active and readily available to discuss/advise AND alert their Clients on market changes which are of a general nature and more importantly, to tailor their experienced advice to an individual portfolio. All correspondence is dealt with very quickly and efficiently and completely 'jargon-free!'. I would certainly recommend them to any interested party who wishes to receive good 'old-fashioned' service."
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    Thomas Harry

    UK

  • When contemplating retirement last year I was drawn to the Fiduciary Wealth Website which I found well laid out, easy to navigate and thoroughly informative. Having left my contact details I was contacted within a very short time and soon set up a face-to-face meeting in which the benefits of such a move and path to residency were clearly explained. The process was expertly handled keeping me informed of the progress every step of the way and always available for additional consultation as necessary. The residency service was accompanied by comprehensive financial advice without any pressure. Tax planning experts were on hand for complex international tax issues and meetings arranged in short order. I have no hesitation in thoroughly recommending Paul and his team to make the residency process completely stress-free and provide a one-stop shop for comprehensive service for anyone contemplating the move to this delightful location.
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    Martin Hutchison

    Gibraltar

  • We are pleased to recommend  Fiduciary Wealth Management as a sound Investment advisory company. The advice and commitment from Andrew is second to none, unlike our previous adviser who simply did not have his finger on the button with regard to investing in Spain. We now feel that we are in safe hands. So, if you need a really professional team to advise you, then look no further than Fiduciary Wealth.
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    Mr & Mrs Beale

    Spain

  • It is not often that you find a financial services company such as Fiduciary Wealth Management that truly have their finger on the pulse of the markets; listen and understand the customers needs’ and then have the capability to bring these altogether; In Paul Correa's team we were fortunate enough to discover this. Throughout our relocation from UK to Spain Paul has been a pillar of support; providing us with core services for mortgages; life assurance and Health Insurance; whilst continually giving us much needed value add in terms of contacts; introductions and local recommendations. This is a company and team that do go the extra mile for you.
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    Mr & Mrs Marsh

    Spain

  • Andrew Hosking has been our financial adviser for more than 10 years, so when he introduced us to Fiduciary Wealth at the beginning of 2012 we were more than happy to continue to deal with him. His expert knowledge of pensions and investments has been critical to our retirement planning and he continues to deliver excellent results regularly reviewing our portfolio and re allocating funds.
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    Mr & Mrs Moore

    Spain

  • For 25 years we have had a succession of very “average” financial advisers but since we changed to our current adviser Paul Correa of Fiduciary Wealth in April 2008 the service and quality of the financial as well as investment advice received has been above all our expectations.
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    Mr & Mrs Smith

    Spain

  • In the middle of 2009, I decided to take my company pension, because I had been a non UK resident for over 5 years this meant I could transfer it to a QROPS. My accountants arranged interviews for me with several wealth management companies who managed this type of scheme. The final meeting was with Paul Correa of Fiduciary Wealth Management. I was immediately impressed with Paul's knowledge and honesty in discussing what I could, and could not do with my Pension Pot.Therefore I decided to ask Paul to manage it for me. Two years on I can safely say it was probably the best investment decision I have made so far. My portfolio has grown way beyond the standard interest rate, and this with a balanced risk portfolio. The service so far has been excellent, Paul keeps me regularly informed on the status of my Portfolio. If I have any queries they are dealt with quickly and professionally. I would unreservedly recommend Fiduciary Wealth Management.
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    Mr Rostron

    Spain

  • I have known Paul Correa since 1997. He has been my financial adviser for the past 15 years. Paul introduced me to the Fiduciary Group ten years ago and I have found them to be diligent, honest and extremely knowledgeable and helpful. Paul Correa, the Managing Director of Fiduciary Wealth Management Ltd has guided me through very difficult times over the past few years and has always given me good and sound financial and investment advice. The personal attention is far beyond the norm and I feel total confidence and trust in all matters.
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    Mrs Epstein

    England

FIDUCIARY WEALTH MANAGEMENT GUIDES

Mission Statement

We are a forward thinking practice that engages in broader dialogue with expats like you to develop deeper relationships and provide complete solutions through a single point of contact. Our goal is to positively shape the wealth of the Expatriate community by offering the kind of unbiased expert advice that delivers the desired outcomes within the exact context you seek.

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No matter what life stage you’re at, your personal wealth status or your own financial knowledge, at Fiduciary Wealth Management you’re the individual at the centre of everything we do.

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Our membership to a Top 20 international accounting network means we can help any client setup or grow their business internationally.

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OUR OFFICES

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ALGARVE

Algarve Office
Rua Rainha Doña Leonor
Bloc A, 3rd Floor, Suite BP,
8100-501 Loule, Algarve
Portugal
Tel: +351 965 293 402

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GIBRALTAR

Gibraltar Office
Portland House
Glacis Road
P.O. Box 475
Gibraltar
Tel: +350 200 50982

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LONDON

London Office
The Clubhouse, Bank
1 Angel Court
London, EC2R 7HJ
England
Tel: +44 (0) 207 998 0570

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MARBELLA

Marbella Office
Melior Vasari
Urb. La Alzambra Local 3-1
29600 Marbella
Malaga, Spain
Tel: +34 951 319 727