0330 038 8938
Based in Stowmarket
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2018
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Susie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 13 April 2025
Susie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
18
Recent Client Reviews
Susie has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Susie has received 18 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 05 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
7
Qualifications Uploaded
Susie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Susie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Susie has not yet added their fees to their profile
Fees not yet added
Susie has not yet added their fees to their profile
20
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Susie (based on 20 first impressions)
100% of users who are not yet clients had a positive first experience with Susie
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Susie (based on 20 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Susie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 13 April 2025
Susie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
18
Recent Client Reviews
Susie has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Susie has received 18 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 05 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
7
Qualifications Uploaded
Susie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Susie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Susie has not yet added their fees to their profile
Fees not yet added
Susie has not yet added their fees to their profile
20
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Susie (based on 20 first impressions)
100% of users who are not yet clients had a positive first experience with Susie
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Susie (based on 20 first impressions)
Co-owner and director at Fiducia Wealth Management, Chartered Financial Planner and Fellow of the PFS. I also hold the CII Pensions specialism having completed the AF3, J05 and R04 exams. Winner of the Financial Adviser of the Year (East Anglia and the Midlands) at the Professional Adviser Women in Financial Advice Awards 2020. I aim to always provide my clients with the highest level of advice and support in helping them achieve their financial goals. This may involve planning for a comfortable retirement, ensuring family security, Inheritance Tax and Estate Planning or just making their finances work that little bit better. A core part of my working ethic is to achieve a thorough understanding of my client's situation and their short and long term objectives. Once we have agreed a financial plan to meet these objectives, I work with my clients to ensure that these are fulfilled, making any necessary adjustments when their circumstances change. Specialisms include: - At retirement planning - Inheritance tax planning - Pension planning (including DB/Final Salary pensions) - Planning for directors and SMEs - Planning/ financial settlements in divorce Fiducia have offices in Dedham (Colchester, Essex) and Chelmsford but we look after clients all over East Anglia and the south east.
Offers available through VouchedFor
Contact Susie through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Susie's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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