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Fiduciary Wealth Management  Bewertungen 183

TrustScore 5 von 5

4,9

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Das sagen Bewerter

Bewertet mit 5 von 5 Sternen

We always felt supported and know that when we needed advice, the Fiduciary team were on hand to guide us. They helped us with our successful applications for residency in Gibraltar, sorted out the tr... Mehr ansehen

Unternehmen hat geantwortet

Bewertet mit 5 von 5 Sternen

Having watched several of their short, advisory videos on YouTube, we arranged one of their 15 minute, free of charge telephone conversations. This was extremely simple to arrange and ran to clockwor... Mehr ansehen

Bewertet mit 5 von 5 Sternen

I, highly recommend Fiduciary Wealth Management. I have to say that Matt Pinfold,Daphne and the team have been absolutely outstanding in our quest to obtain citizenship in Gibraltar and financial... Mehr ansehen

Bewertet mit 5 von 5 Sternen

Relocation advice I’d like the thank Paul for his advise and providing a path, for the clear direction for the family estate. We can now move forward armed with the knowledge of unforeseen pot... Mehr ansehen

Unternehmensdetails

  1. Finanzplaner
  2. Finanzberater
  3. Versicherungsagentur
  4. Investmentservice
  5. Steuerexperte

Über Fiduciary Wealth Management

Vom Unternehmen geschrieben

Long-term relationships built on trust, integrity and consistently high standards of service.

Fiduciary Wealth Management offers independent financial and wealth management advice to private clients, internationally mobile individuals and their families.

We provide our clients with:

  • Advice across a wide range of financial services, including investment planning, retirement and pension solutions (including QROPS), savings and tax‑efficient structures, as well as protection and insurance.
  • A client‑focused approach centred on helping individuals build, protect and manage their wealth in line with their personal goals, life stage and long‑term objectives.
  • Dedicated relocation and residency services, supporting individuals and families with the financial, tax and practical considerations of moving abroad, including guidance on residency options, cross‑border tax planning and long‑term financial structuring. We provide reliable information to support informed decisions with clarity and confidence, both before and after a move.
  • A close working relationship with our clients, enabling us to understand their personal circumstances, priorities and concerns. We take the time to explain complex financial matters clearly and transparently.
  • Calm, considered and professional advice at every stage of the planning process, whether clients are planning for retirement, investing internationally, protecting family wealth or relocating to a new jurisdiction.

Our Memberships & Awards:

Vom Unternehmen geschrieben

Member of IMI (Investment Migration Insider), a leading professional platform for international relocation.
Member of Integra International, a global association of independent accounting, tax, audit, legal and consulting firms.
Fiduciary Wealth was the recipient of the MGI Worldwide 2023 Best International Wealth Management Practice of the Year Award.

Kontaktinformationen

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Watch our videos on investment strategies, relocation advice & more!

4,9

Hervorragend

TrustScore 5 von 5

183 Bewertungen

5 Sterne
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1 Stern

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Bewertet mit 5 von 5 Sternen

I have worked with Fiduciary Wealth for…

I have worked with Fiduciary Wealth for over 5 years whereas previously I worked with a large Swiss bank.
The experience is totally different i.e. better!. Much more personal.
We are going through difficult times together but there is always someone to talk to, and response times are really fast.
Not happy with the world right now, but happy to be with Fiduciary Wealth.

12. Februar 2021
Bewertung ohne vorherige Einladung
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Antwort von Fiduciary Wealth Management

Thank you for your review and 5 stars.
Kind Regards
Fiduciary Wealth Management Team

Bewertet mit 5 von 5 Sternen

Good clear advice

Good clear advice. Would recommend.

10. Februar 2021
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Antwort von Fiduciary Wealth Management

Thank you for your review and 5 stars.
Kind Regards
Fiduciary Wealth Management Team

Bewertet mit 5 von 5 Sternen

Fiduciary Wealth Review

I have worked with Fiduciary Wealth for the last 2 years and always found the team to be friendly, professional and super helpful.

9. Februar 2021
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Antwort von Fiduciary Wealth Management

Thank you for your review and 5 stars.
Kind Regards
Fiduciary Wealth Management Team

Bewertet mit 5 von 5 Sternen

Highly recommended team who have my full confidence

The whole team are always working extremely hard to ensure our investments are on track and the expertise and attention to detail with which our financial affairs are handled is second to none.
They keep in regular contact with us and provide us with ongoing financial advice as our needs and the markets change.

8. Februar 2021
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Antwort von Fiduciary Wealth Management

Thank you for your review and 5 stars.
Kind Regards
Fiduciary Wealth Management Team

Bewertet mit 5 von 5 Sternen

Due to a decision to live abroad I am…

Due to a decision to live abroad I am in the process of moving to Fiduciary Wealth. The Team could not have been more helpful or friendly and have worked tirelessly. We are almost there.

8. Februar 2021
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Antwort von Fiduciary Wealth Management

Thank you for your review and 5 stars.
Kind Regards
Fiduciary Wealth Management Team

Bewertet mit 5 von 5 Sternen

Their tireless efforts over the last…

Their tireless efforts over the last year on my portfolio during this pandemic has reassured me that they have genuine concern.
They are friendly professional and knowledgeable.

6. Februar 2021
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Antwort von Fiduciary Wealth Management

Thank you for your review and 5 stars.
Kind Regards
Fiduciary Wealth Management Team

Bewertet mit 5 von 5 Sternen

Relocation and Investment

Having relocated to Gibraltar a few months ago we contacted FWM and from the getgo were met by a professional team with a friendly approach. They have dealt with everything from residency to investment for us and helped tremendously with all the red tape involved. All members of staff we have dealt with have gone the extra mile to help us. Would highly recommend.

26. Januar 2021
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Antwort von Fiduciary Wealth Management

Thank you for your review and 5 stars.
Kind Regards
Fiduciary Wealth Management Team

Bewertet mit 5 von 5 Sternen

I would highly recommend this company

I would highly recommend this company. Very professional. Nothing is ever to much. And so helpful.

18. Januar 2021
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Antwort von Fiduciary Wealth Management

Thank you for your review and 5 stars.
Kind Regards
Fiduciary Wealth Management Team

Bewertet mit 5 von 5 Sternen

Professional, intelligent and responsive team

Professional service provided by a knowledgeable team. I asked for a cashflow for a retirement decision and Fiduciary Wealth responded with a good cashflow that we tweaked to be able to make an informed decision.

28. Dezember 2020
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Antwort von Fiduciary Wealth Management

Thank you for your review and 5 stars.
Kind Regards
Fiduciary Wealth Management Team

Bewertet mit 5 von 5 Sternen

A pleasant and helpful group

A pleasant and helpful group. Ready to listen and advise.

16. Dezember 2020
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Antwort von Fiduciary Wealth Management

Thank you for your review and 5 stars.
Kind Regards
Fiduciary Wealth Management Team

Bewertet mit 3 von 5 Sternen

Mixed Feelings

Have been with Fiduciary for several years, with mixed feelings, staff seem efficient and friendly but I question their stoick picking ability. Yes, we are in difficult times but I object to changing stock three or more times per annum and over the last 12 months, mostly at a loss.

16. Dezember 2020
Bewertet mit 3 von 5 Sternen

Mixed feelings.

I like the people at Fiduciary, but I've been disappointed by the fund they chose. Since moving my UK pension to their management in 2017, I have only seen 1 qtr of growth and I'm currently down nearly 10% (pre Covid).

4. Dezember 2020
Bewertet mit 4 von 5 Sternen

Every confidence and excellent customer service

I have every confidence in the regular investment advice provided by FWM. I am particularly happy with their proactive approach in recommending portfolio changes in what is currently a very difficult market. Their priority is to look after their clients’ interests. I find them very easy to deal with and their customer service is second to none.

25. November 2020
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Antwort von Fiduciary Wealth Management

Thank you for your review.
Kind Regards
Fiduciary Wealth Management Team

Bewertet mit 5 von 5 Sternen

Very personal service

Fiduciary offer a very personal service that caters for you as an individual. They are efficient and accessible and I have complete trust in their advice and judgement and would have no hesitation in recommending this company.

29. September 2020
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Antwort von Fiduciary Wealth Management

Thank you so much Pearl!

Bewertet mit 5 von 5 Sternen

Excellent Service

They provide me with an excellent service, in particular they provide frequent updates and suggestions for portfolio balancing. Very happy with that advice and the relationship.

29. September 2020
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Antwort von Fiduciary Wealth Management

Many thanks Frank!

Bewertet mit 5 von 5 Sternen

Not a den of thieves

Faced with the choice of various financial advisers I opted for FWM. I received great service and a steady above average return on my investment for many years. Unfortunately I was lured away by a smooth talking salesman from another organisation. Empty promises and a considerable loss I crawled back to FWM. Paul and his team have assisted in sorting the mess left by the other guys and I look forward to enjoying the honest advice and service which they offer.

28. September 2020
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Antwort von Fiduciary Wealth Management

Thank you!

Bewertet mit 5 von 5 Sternen

VERY FRIENDLY PROFESSIONAL TEAM…

Very happy the way my investments are handled by Fiduciary Wealth, which in my opinion is a very professional team.

18. September 2020
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Antwort von Fiduciary Wealth Management

Thank you very much!

Bewertet mit 5 von 5 Sternen

A Conscientious Company

Fiduciary Wealth Management, have been very constructive and supportive over the last 7 months, during the World Wide Financial Crisis, caused by the Coronavirus.

Up until the beginning of this year, we were being advised, by our previous Fund Managing Company, and we did not realise just how much service we were actually missing, until we transferred to Fiduciary Wealth Management.

Fiduciary Wealth Management have worked tirelessly, to establish that we have had our funds placed in the ultimate positions, for the best possible financial yield, during these terrible times.

We would have no hesitation whatsoever, to recommend any person seeking financial advice, or investment of funds, to speak with Fiduciary Wealth Management.

16. September 2020
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Antwort von Fiduciary Wealth Management

We are delighted to here this, many thanks John!

Bewertet mit 5 von 5 Sternen

Andy S

I am extremely please so far with the service and financial guidance provided by Fiduciary Wealth Management. More so today under the current COVID-19 climate and market uncertainty, Fiduciary have been very quick to provide good advise and recommendations on switching funds and act on them with urgency with a high level of communication and feedback keeping me updated at all times.

15. September 2020
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Antwort von Fiduciary Wealth Management

Thank you for these kind words Andy!

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