Found at www.fiduciwealth.co.uk/professional-connections, the initiative offers: technical summaries and updates (e.g. tax rates, allowances) and business development ideas – currently an article on advisory connections from Jasper Berens, head of UK retail at JP Morgan.
Also included are guides to core planning topics (e.g. retirement) and case studies. The site also includes a comprehensive guide to due diligence.
Simon Bonnett, head of wealth management at Fiducia, said: ‘The PCZ demonstrates our continued commitment to developing and supporting effective professional relationships.
“Our aim is to ensure our clients receive the best possible care by involving our colleagues in professional fields, such as legal and tax, throughout our clients lifestages.’
