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Fiduciary Wealth Management Limited

“Upholding the traditional values of individually tailored advice, product choice and impeccable service.”
Fiduciary Wealth is the financial planning and wealth management 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 120 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 Practice in London.
We provide solutions across the whole range of financial planning services including: 
·         Investments & Portfolio Management
·         Financial Consultancy
·         Retirement Planning – Gibraltar Approved Pension Schemes, SIPPS, QROPS   
& QNUPS.
·         Offshore Bonds or Tax Wrappers
·         Mortgage Finance – Gibraltar, Spain & UK.
·        Life Assurance, Critical Illness, Income Protection, Key-man Insurance and       
      Partnership Insurance.
·         Private Medical Insurance
·         Gibraltar Residency – Cat.2, HEPPS etc... – including relocation.
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 find attached 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 are looking for the highest standards of advice and service from your independent financial adviser you have found the right firm.