Fiduciary Wealth Management  Reviews 182

Good clear advice. Would recommend.

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

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.

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.

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.

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.

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

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.

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

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.

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).

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.

Always there to help with any questions or queries.

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.

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.

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.

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

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.

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.

Having been recommended through my previous financial advisor, FWM have proved to be pro-active and very professional with excellent communications particularly during the transfer set up process, which gives me every confidence in FWM both protecting and growing my investments.