Fiduciary Wealth is the private wealth arm of the Fiduciary Group founded in 1982 and affiliated to Gibraltar’s oldest legal practice Isolas1892 which can trace its roots back almost 120 years. The Group is represented in five different countries and employs around 130 staff. Fiduciary Wealth is a “stand-alone” business within the group regulated by the Gibraltar Financial Services Commission with authorised branches in Spain and Portugal as well as an FSA authorised branch in London.
We provide solutions across the whole range of 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 and luxury real estate.
Furthermore, we offer a full suite of products from leading UK and European providers ranging from the most competitively priced to those with the highest quality of cover. 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.
Please click the pdf link below for a flyer showing our full range of services. For further information please visit our website www.fiduciarywealth.eu
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 Gibraltar, Portugal or Spain. We provide a one-stop shop financial service to clients enabling them to access a whole arrange of specialist services through a single point of contact often working alongside other professionals to deliver complete client solutions.
If you would like to arrange a meeting with one of our financial advisers please contact us
For further information please visit Fiduciary Wealth Management
Tel: +350 200 50982
Email: wealth@fiduciarygroup.com
Download PDF flyer
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