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Fiduciary Wealth Management  Reviews 182

TrustScore 5 out of 5

4.9

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Rated 5 out of 5 stars

We always felt supported and know that when we needed advice, the Fiduciary team were on hand to guide us. They helped us with our successful applications for residency in Gibraltar, sorted out the tr... See more

Company replied

Rated 5 out of 5 stars

Having watched several of their short, advisory videos on YouTube, we arranged one of their 15 minute, free of charge telephone conversations. This was extremely simple to arrange and ran to clockwor... See more

Rated 5 out of 5 stars

I, highly recommend Fiduciary Wealth Management. I have to say that Matt Pinfold,Daphne and the team have been absolutely outstanding in our quest to obtain citizenship in Gibraltar and financial... See more

Rated 5 out of 5 stars

Relocation advice I’d like the thank Paul for his advise and providing a path, for the clear direction for the family estate. We can now move forward armed with the knowledge of unforeseen pot... See more

Company details

  1. Financial Planner
  2. Financial Consultant
  3. Insurance Agency
  4. Investment Service
  5. Tax Advisor

About Fiduciary Wealth Management

Written by the company

Long-term relationships built on trust, integrity and consistently high standards of service.

Fiduciary Wealth Management offers independent financial and wealth management advice to private clients, internationally mobile individuals and their families.

We provide our clients with:

  • Advice across a wide range of financial services, including investment planning, retirement and pension solutions (including QROPS), savings and tax‑efficient structures, as well as protection and insurance.
  • A client‑focused approach centred on helping individuals build, protect and manage their wealth in line with their personal goals, life stage and long‑term objectives.
  • Dedicated relocation and residency services, supporting individuals and families with the financial, tax and practical considerations of moving abroad, including guidance on residency options, cross‑border tax planning and long‑term financial structuring. We provide reliable information to support informed decisions with clarity and confidence, both before and after a move.
  • A close working relationship with our clients, enabling us to understand their personal circumstances, priorities and concerns. We take the time to explain complex financial matters clearly and transparently.
  • Calm, considered and professional advice at every stage of the planning process, whether clients are planning for retirement, investing internationally, protecting family wealth or relocating to a new jurisdiction.

Our Memberships & Awards:

Written by the company

Member of IMI (Investment Migration Insider), a leading professional platform for international relocation.
Member of Integra International, a global association of independent accounting, tax, audit, legal and consulting firms.
Fiduciary Wealth was the recipient of the MGI Worldwide 2023 Best International Wealth Management Practice of the Year Award.

Contact info

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Watch our videos on investment strategies, relocation advice & more!

4.9

Excellent

TrustScore 5 out of 5

182 reviews

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Rated 4 out of 5 stars

Fiduciary Wealth Management

I have only been using Fiduciary Wealth for a relatively short period of time and considering the impact of Coronavirus during this period it is difficult to judge their performance in terms of how my investments are performing. What I can comment is that they have a very good and proactive team and seem very quick to react to market changes when necessary. This gives me some reassurance that they are actively engaged in managing my investments.

July 24, 2020
Unprompted review
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Reply from Fiduciary Wealth Management

Thank you Rob!

Rated 5 out of 5 stars

Top people.

With over 40 years as an ex-pat and investor I have seen the good, the bad and, too often, the ugly. Fiduciary sits at the top of The Good. Sound advice and fast communication. Highly recommended

July 23, 2020
Unprompted review
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Reply from Fiduciary Wealth Management

Thank you for your kind words Martyn!

Rated 4 out of 5 stars

Very efficient service

Very efficient service. Easy access to advisors. Good investment advice. Performance reports could be more informative

July 22, 2020
Unprompted review
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Reply from Fiduciary Wealth Management

We have taken your feedback on board William, many thanks for the review!

Rated 4 out of 5 stars

We trust them to do their best for us.

We are not knowledgeable investors and it took us a while to realize that the company to which we had previously entrusted our business was a gang of charlatans content to let us sink or swim as long as they had their hands on our cash. In contrast, advice from Fiduciary has always promptly reflected market conditions and recommendations have been comprehensively explained. We trust them to do their best for us. John.

July 22, 2020
Unprompted review
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Reply from Fiduciary Wealth Management

Many thanks John for your review!

Rated 5 out of 5 stars

Honest and trustworthy Advice.

Honest and trustworthy withl a wealth of experience from the M.D down to all staff.Have a can do attitude with a smile and are very pro active.In current times it is good to know my investment is being managed carefully and with minimal risk.Highly recommended.
Geoffrey.

July 22, 2020
Unprompted review
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Reply from Fiduciary Wealth Management

Thank you for this amazing review Geoffrey!

Rated 5 out of 5 stars

Clear, confident and timely advice....

I have been with Fiduciary Wealth for many years. I have always been satisfied with their service and advice. However, I have been particularly impressed with them through the Covid-19 crisis and am pleased with the returns I have achieved. Their clear, confident and timely advice has been very much appreciated.
Nick - Kensington, London

July 22, 2020
Unprompted review
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Reply from Fiduciary Wealth Management

We really appreciate your review Nick and helping to share the word about us.

Rated 5 out of 5 stars

I have been with Fiduciary for many…

I have been with Fiduciary for many years I have found them to be trustworthy, efficient and quick to respond to any communication.
J R

July 22, 2020
Unprompted review
Fiduciary Wealth Management  logo

Reply from Fiduciary Wealth Management

Than you for a 5-star review!

Rated 5 out of 5 stars

Fiduciary Wealth and it’s service

Fiduciary Wealth arranged the transfer of my UK pension fund into a cost effective QROPS in 2011 and since then has pro-actively managed the underlying investments to my complete satisfaction keeping me fully informed throughout the process. I have no hesitation in recommending Fiduciary Wealth as a professional and highly competent wealth management company. (Maurice Foster)

July 22, 2020
Unprompted review
Fiduciary Wealth Management  logo

Reply from Fiduciary Wealth Management

Thank you for being such a loyal client Maurice!

Rated 4 out of 5 stars

Very professional

Top Address, everybody is very helpful and assists with your every need. I am very pleased with their services.

July 22, 2020
Unprompted review
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Reply from Fiduciary Wealth Management

Thank you Thomas for your kind words!

Rated 4 out of 5 stars

Fiduciary have been very pro-active…

Fiduciary have been very pro-active during the current period of economic uncertainty. They have tried to improve communication and have taken prompt mitigating actions to avoid losses.

July 22, 2020
Unprompted review
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Reply from Fiduciary Wealth Management

Thank you Robert very much!

Rated 5 out of 5 stars

Exceptional

Impressive, intelligent & reliable financial advice - even more valuable in the current, unprecedented market situation. The FWM team from MD down, exceed all normal expectations in providing personalised service & support, even during the Covid-19 lockdown

July 21, 2020
Unprompted review
Fiduciary Wealth Management  logo

Reply from Fiduciary Wealth Management

Thank you for taking time and leaving this amazing review!

Rated 4 out of 5 stars

So Far, Very Good!

I'm very Happy! The team at Fiduciary Wealth Management have been very pro-active in the setting up of investments. Good Job!

July 21, 2020
Unprompted review
Fiduciary Wealth Management  logo

Reply from Fiduciary Wealth Management

Thank you!

Rated 5 out of 5 stars

Excellent service from FWM

Since Fiduciary Wealth Management took over the administration of our investments from another consultancy, I have been very impressed with the quality of their communication. This includes the regular updates and valuations, but also the more ad hoc correspondence in connection with changes of address, provision of information to the institutions where our funds are invested, etc. The correspondence with Matt Penfold, Ms Catherine Ross and Ms Alise Lapinska have been very efficient, they have consistently reacted very quickly to my emails and have assisted very quickly whenever needed.

July 21, 2020
Unprompted review
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Reply from Fiduciary Wealth Management

Your kind words mean a world to our team, many thanks Ron!

Rated 5 out of 5 stars

I am very satisfied with the manner in…

I am very satisfied with the manner in which Fiduciary Wealth Management conduct my affairs and keep me up to date with current situations.

July 20, 2020
Unprompted review
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Reply from Fiduciary Wealth Management

Thank you for a 5-star review!

Rated 5 out of 5 stars

Five Star all round excellence.

Fiduciary Wealth Management is a company you can trust with your wealth. A true company where the clients needs come first.
A rare company where high standards come natural.

July 20, 2020
Unprompted review
Fiduciary Wealth Management  logo

Reply from Fiduciary Wealth Management

Thank you so much Mack for your kind words!

Rated 5 out of 5 stars

Very professional

Paul and his excellent team have been been very accommodating to my wishes and quick to react while knowing their field inside and out. Thanks guys

July 20, 2020
Unprompted review
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Reply from Fiduciary Wealth Management

Thank you Robert for this review. We really appreciate you helping to share the word about us.

Rated 5 out of 5 stars

Highly recommended!!

Paul and all of his team are very helpful and contact us with regular updates.
They work extremely hard managing our investments and give us solid and sound advice, particularly in the past few months during the crisis.

July 20, 2020
Unprompted review
Fiduciary Wealth Management  logo

Reply from Fiduciary Wealth Management

Thank you very much for this great review!

Rated 5 out of 5 stars

I have always received fast and…

I have always received fast and informative replies to any questions or queries. The staff are attentive and helpful.

July 19, 2020
Unprompted review
Fiduciary Wealth Management  logo

Reply from Fiduciary Wealth Management

Thank you for taking your time and leaving this great review!

Rated 4 out of 5 stars

FMW: available, knowledgeable and helpful

Management and staff available at all reasonable times.
Assistance and advice is good base on sound knowledge: everyone is helpful.
Big efforts made during the Crisis to protect my investment.
Very happy with the service received.

July 17, 2020
Unprompted review
Fiduciary Wealth Management  logo

Reply from Fiduciary Wealth Management

Many thanks for your kind words!

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