Directory
Fiduciary Wealth Management
Introduction
We are a boutique financial advisory and consulting practice offering tax led bespoke wealth management solutions, asset management and financial planning services to private clients, professional intermediaries and businesses throughout the Iberian Peninsula and the UK. Our business is to help clients build, protect and eventually pass on that wealth to the next generation.
Fiduciary Wealth is the private wealth arm of Fiduciary Group founded in 1982 and affiliated to Gibraltar's oldest legal practice Isolas1892 named a leading law firm by The IFLR 1000. In addition to our Gibraltar office we have EEA authorised branches in Southern Spain, Algarve and Central London.
We provide solutions across the whole range of expatriate financial planning services from investments, asset management & financial consultancy through to offshore bonds (tax wrappers) retirement planning (SIPPS/QROPS/QNUPS), mortgage broking, life & general insurance as well as a boutique real estate offering.
Where we differ from most of our competitors is that we specialise in cross border issues helping clients' bridge the gap between their financial assets and requirements in the UK and those in the Iberian Peninsula through the provision of tax led wealth management solutions.
Products and Services
Portfolio Management
Investments - Asset Management - Financial Consultancy - Risk Management Solutions
Protectorships – Family Office Services – Offshore Bonds
For further information please visit our main website www.fiduciarywealth.eu
Personal Pensions
QROPS – QNUPS – SIPPS – SSAS – Personal Pensions
For further information please visit our website www.financialplanningspain.com
Insurance
Life Cover - Critical Illness - Income Protection - Mortgage Protection - Keyman
Insurance
Private Medical Insurance - Home & Contents – Travel Insurance
For further information please visit our website www.allyourinsurances.com
Gibraltar Residency
Our advice extends to assisting those seeking or already holding tax residency in Gibraltar in respect of providing investment and retirement planning solutions, private medical insurance and property finance.
For further information please visit www.gibraltarresidency.co.uk
Real Estate
For further information please visit www.findapropertyspain.net
To speak directly to a financial adviser or for further information please call Tel: 956 796 911 or email This email address is being protected from spambots. You need JavaScript enabled to view it.
