As a fee-based financial planning firm you can be sure that we're on your side. You can be clear about what you are paying for, what you can expect from us, and that the potential for conflicts of interest are minimised. The following links will help you understand our key areas of expertise.
Prestwood lifetime cashflow modelling
To afford you the most comprehensive analysis of your present and future financial health, we are confident and expert users of the Prestwood Lifetime Cashflow Modelling system
Click the link to read about our investment philosophy which draws on sound academic findings, uses top quality fund research from Morningstar and often gives our clients access to specialist institutional funds generally unavailable to the private investor.
In terms of the overall approach, to use a culinary analogy, we avoid the fast-food approach and savour the benefits of long, slow cooking! Investment.
If you are looking for an ethical approach to investment click here to learn more about various approaches to meeting your chosen responsible investment criteria.
Personal risk management and estate planning
We hope for the best but plan for the worst. Prestwood allows us to investigate 'what-if' scenarios and to design solutions that will mitigate the worst effects of unthinkable events. Whether this involves direct advice on insurance, or referral to other professionals for Wills, Trusts and Powers of Attorney, we help you develop a robust framework to keep your assets and lifestyle intact in the event of disaster. Personal risk management and estate planning
To ensure joined-up thinking we often involve other professionals who can offer specific advice in areas that complement our core service. This collegiate style can involve working with your
existing advisers or referring you to trusted third parties as required. Click to read more about our professional connections
We are retained by a number of leading companies and one charity, where we implement, review and maintain benefits for staff, directors and senior executives. If you run a company or its HR, contact us to discuss your corporate benefits requirements.
If you are a solicitor, accountant or other professional, we are keen to explore how we might be able to work together reciprocally in the best interests of our clients. Click on professional connections for more details.
Fiduciary Partners LLP
566 Chiswick High Rd
0800 052 0494 FREE
or 020 8621 3302
M: 07590 288234
You may also use our contact form.
Fiduciary Partners LLP is an appointed representative of Sanlam Partnerships Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA no 497873. Partnership no OC341257. Members: A J Brixey-Williams, D M Hewett. Registered Address: 10-14 Accomodation Rd, Golders Green, London NW11 8ED. Registered in England.
Decisions should not be taken based solely on the contents of this website.
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