Local Knowledge and Cross Border Expertise

Fiduciary Wealth Team

You are probably aware that Fiduciary Wealth, which is the private wealth and financial planning division of the Fiduciary Group founded in 1982, provides comprehensive financial advice to clients throughout the UK and the Iberian peninsula with conveniently located offices in Central London, Sotogrande in Spain, the Algarve and of course a head office in Gibraltar.

We operate in a similar way to a local IFA, serving domestic and incoming clients, with a full range of independent services covering everything from retirement planning, mortgages, insurance and investments. However we place a particular emphasis on asset management and the key objectives of assisting clients create, preserve and transfer their wealth.

In addition we specialise in cross border issues assisting clients who are either intending to leave the UK for the Iberian peninsula or who have already taken up residence in Spain, Portugal or Gibraltar. Our dedicated portfolio of specialist services for would be expatriates or those who have already moved include our own white-labelled HMRC approved QROPS and QNUPS products. We believe in providing high quality financial planning advice which incorporates robust tax planning strategies often working with other professionals, where required, to provide a complete financial and tax solution. As you would expect for those individuals or businesses considering moving to Gibraltar to take advantage of the extremely favourable personal and corporate tax regime we provide a comprehensive package of advice which is second to none.

Much of our work is introduced by other professionals or is referred by satisfied existing clients and we would be delighted to extend our network of introducers and build a mutually beneficial relationship with yourselves.

If you have clients that you think would benefit from dealing with Fiduciary Wealth please contact Paul Correa or Andrew Hosking on +350 200 50982. If you would like to meet to discuss in more detail how we might work together we will be more than happy to visit you at your offices.