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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 in seven continents.

CLIENT 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

  • It is refreshing to experience good old fashioned personal service from a company that is respected for its integrity, trust and honesty. I have received quality advice on moving my QROPS pension fund over to a SIPP pension fund as I now spend more time in the UK than in Spain. Fiduciary Wealth is a proactive advisor firm that is always seeking the best results for its client in a professional but personal way. Regular reviews of performance and strategy guidance are standard practice along with total transparency so I know exactly how my funds are performing.

    The Fiduciary Wealth team are all highly efficient and it is refreshing that they do what they promise to do expediently and accurately. Previously to becoming a client of Fiduciary Wealth I experienced what turned out to be bad advice from advisor firms based in the UK & Spain. The investments I made via these firms were poor at best and I lost a large amount of my wealth by accepting their advice and investing in unregulated funds such as Life Settlements Funds, Student Accommodation and Australian based Mortgage Funds. In recent times all of these investments have got into serious financial trouble and investors and savers have lost a lot of their wealth.

    In the past couple of years Fiduciary Wealth’s management has supported & guided me with their knowledge & experience in assisting me to try and recover some of the losses incurred from these unregulated investment funds. It has taken much time and effort on behalf of Fiduciary Wealth but I am now seeing results in recovery of some of the money I would have lost had I not been a client of them.

    It is good to know my investments are in safe hands with a well established, totally trustworthy wealth management company.

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    G Russell

  • 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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    J Rostron

Learn more about us

 

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

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MALTA

Fiduciary Wealth Investment
Services (Malta) Ltd
Office 2, 77 Windsor Street
Sliema
SLM 1853
Malta
Tel: 

*Subject to license being issued