Business Details
11 Years
experience
Expert Financial Planning Services in Swindon
Fidenti Financial Planning was established on the principle that professional financial advice should prioritise client needs over advisory interests. We begin by understanding individual goals and financial circumstances, ensuring recommendations align with these priorities. Our approach emphasizes clarity, encouraging clients to seek further explanations when needed, and presenting balanced perspectives on product advantages and limitations. We acknowledge the sensitivity of financial planning topics and strive for openness in all discussions.Committed to integrity, we maintain rigorous standards of trustworthiness, operating as an appointed representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd, both regulated by the Financial Conduct Authority. Our process involves initial consultations to explore financial requirements, followed by comprehensive assessments and tailored recommendations. We provide detailed financial reports, transparent fee structures, and ongoing support, ensuring clients remain informed throughout their financial journey.
Services
Financial Planning
Wealth Management
Taxation Strategies
Business Protection
Mortgage Solutions
Pensions Advice
Investment Management
Protection Plans
Retirement Planning
Savings Strategies
Details
- Year established: 2015
Highlights and features
- We prioritize your financial goals through personalized consultations.
- Transparent fee structures and clear, jargon-free advice.
- Comprehensive assessments tailored to individual circumstances.
- Ongoing support and annual review options for financial plans.
- Appointed representatives of FCA-regulated Quilter Financial Services Ltd.
What people say
Professional and knowledgeable
Stress-free retirement planning
Portfolio growth in stagnant markets
Personalized service approach
Highly recommend without hesitation
Services
Financial Planning
Our financial planning service creates tailored strategies to achieve long-term financial goals. We assess your current financial status, risk tolerance, and aspirations to develop actionable plans. Clients benefit from structured approaches to savings, investments, and retirement preparation, ensuring financial security aligned with personal objectives.
Wealth Management
Wealth management focuses on preserving and growing client assets through diversified investment strategies. We analyze market trends and individual risk profiles to recommend suitable portfolios. This service caters to clients seeking to optimize capital growth while mitigating risks through professional portfolio management.
Taxation Strategies
Our taxation strategies aim to minimize tax liabilities through legal and ethical planning methods. We provide guidance on inheritance tax, capital gains, and income tax optimization. Clients receive personalized advice to structure their finances in tax-efficient ways, adapting to evolving regulatory changes.
Business Protection
Business protection services safeguard companies against financial risks from key personnel loss or critical events. We design insurance solutions like key person cover and share protection plans. This ensures business continuity and financial stability during unforeseen circumstances affecting core team members.
Mortgage Solutions
Mortgage solutions include advice on residential and buy-to-let financing options. We compare fixed-rate, tracker, and variable mortgages to find suitable deals. Clients benefit from guidance on remortgaging, first-time buyer schemes, and securing competitive rates tailored to their financial profiles.
People
Kevin Gaskin
Financial Adviser
Kevin Gaskin, founder of Fidenti Financial Planning, brings extensive experience in personalized financial advisory services. He specializes in retirement planning and investment strategies, prioritizing client needs through transparent, jargon-free advice. Kevin holds the DipFA qualification.
Questions
What financial services do you specialize in?
We specialize in financial planning, wealth management, taxation strategies, business protection, and mortgage solutions tailored to individual and corporate client needs.
Are your financial advisers qualified?
Yes, our advisers hold relevant qualifications like DipFA and operate under FCA-regulated entities Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd.
How do you tailor financial plans to individual needs?
We conduct detailed consultations to understand your goals, risk tolerance, and financial circumstances before creating customized plans aligned with your objectives.
Can you help with retirement planning?
Yes, we provide comprehensive retirement planning services, including pension optimization and income drawdown strategies to ensure financial security in retirement.
What areas do you serve?
While based in Swindon, we serve clients nationwide through virtual consultations and online portfolio management platforms.
How are your fees structured?
We provide transparent fee structures during initial consultations, ensuring no hidden costs with clear explanations of charges for recommended financial products or services.
