Fiduciary Wealth Management  Reviews 182

Thoroughly professional team that provided a personal and friendly service that exceeded my expectations. I have full confidence in their investment advice and strategy

Fiduciary Wealth have enabled me to finally manage my pension funds in a much more active and efficient way. Having moved organisations I found that I had a number of plans that were really just sitting being passively managed. Now I feel much more in control and the great team at Fiduciary under Paul Correa have really given me confidence that my retirement planning is in safe hands

My investments have been managed by FWM for over a year now and I'm extremely pleased with their service. They are very pro-active, deal with any issues quickly, are easy to contact and respond quickly. On top of this they are friendly and always helpful. I Could not recommend them highly enough.

Fiduciary Wealth Management have provided me with an excellent service to date. They communicate regularly, are always available to help, are quick to respond, and quickly sort out any issues that arise. They are clear and decisive with their investment advice, and views on the market. Furthermore they are very transparent with their own fees, and importantly any third party fees, such as underlying fund managers, so one gets a complete picture of the charges being paid, whoever they are to. Their reporting platform is easy to access, and clear. All of this puts them way ahead of any other wealth manager I have used

Since coming onboard, I have been impressed by the proactive attitude of Fiduciary Wealth Management as well as their open and approachable style of communication which is a breath of fresh air. I have received honest and open advice on all aspects of my relationship with them, including on charges they levy which again is refreshing to have on record. The actual advice I have received has I consider been impartial, relevant, helpful and beneficial to me and my portfolio has definitely benefited from their management. Interested in the long ter relationship, I have been impressed by the focus and dedication shown by the company owner who has made a number of trips overseas to visit his existing clients and develop the market. As such I have no hesitation in recommending Fiduciary Wealth Management and in fact have done so to a number of my contacts.

I have appreciated the professionalism, thoroughness and patience of Matt Penfold in particular, who has helped me not only to set up the new investments but also with another complicated matter.

We have been working with Fiduciary Wealth for many years and have always found them to understand our financial situation and invest in what is suitable for us. What is important is that the communication between us is immediate, especially in these worrying times. We have no hesitation in recommending them to future clients looking for financial advice.

Excellent people to work with.Good service, happy with the advice and the investment analysis.

Communication has been excellent during these hard times

Always on point and able to advise concisely on the markets. Keep up the good job

Very pleased with the pro-active, timely and realistic advise received from Fiduciary

I have always found the team at Fiduciary Wealth to be extremely professional, approachable and trustworthy. I would therefore have no hesitation whatsoever recommending their services to anyone.

We are enjoying the pro-active and prompt service shown by Matt and his team

Industry leading service. Proactive and driven to deliver value. Truly committed team.

Great people to work with. Excellent communication and I feel like my investments are in safe hands with them.

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.