Business Details
25 Years
experience
Trusted Financial Advisers in Newark
Established in 2001 by industry experts Marcus Grimshaw and Anthony Scott, Fiducia Group has grown into one of the UK's most respected financial services organisations. Our approach combines personal service with professional expertise, ensuring consistency, integrity, and excellence across every client interaction. With over two decades of experience, we specialise in delivering tailored financial planning solutions for individuals and businesses nationwide. Our services encompass mortgages, pensions, investments, and commercial finance, supported by a team of qualified professionals committed to simplifying financial decisions.As an FCA-authorised firm through The Openwork Partnership, we maintain rigorous regulatory standards while prioritising long-term client relationships. Our growth through personal recommendations reflects our dedication to trust, expertise, and client satisfaction. We actively welcome feedback to refine our services, ensuring they meet evolving client needs while maintaining accessibility through no-obligation initial consultations.
Services
Financial Planning
Mortgages
Pensions
Investments
Commercial Finance
Details
- Year established: 2001
Highlights and features
- Over 20 years of experience in personal and commercial financial planning
- FCA regulated through The Openwork Partnership
- Personalised service with dedicated financial advisers
- Nationwide reach with localised client relationships
- No-obligation initial consultation
Associations and certifications
- Financial Conduct Authority
- The Openwork Partnership
What people say
Personalised service
Expert guidance
Long-term relationships
Clear communication
Professional expertise
Services
Financial Planning
Our financial planning service creates tailored strategies to grow wealth, protect families, and secure business futures. With expert advisers, we develop comprehensive plans covering retirement, investments, and risk management. Clients receive ongoing support and regular reviews to adapt to life's changing circumstances.
Mortgages
We offer whole-of-market mortgage advice for first-time buyers, home movers, and buy-to-let investors. Our brokers access competitive rates while providing impartial guidance throughout the process. Services include remortgaging, protection cover, and tailored solutions for complex financial situations.
Pensions
Specialist pension advice covers consolidation, transfers, and retirement strategies. Our experts help clients navigate different pension types and tax-efficient options. We provide clear guidance on state pensions, workplace schemes, and self-invested personal pensions (SIPPs).
Investments
We create diversified investment portfolios aligned with clients' risk profiles and financial goals. Services include tax-efficient investing, inheritance tax planning, and business relief opportunities. Regular portfolio reviews ensure strategies remain aligned with market conditions and client objectives.
Commercial Finance
Our commercial finance solutions support business growth through tailored lending options. Services include bridging loans, development finance, invoice finance, and asset financing. We specialise in helping SMEs access funding through our network of lenders and financial partners.
People
Marcus Grimshaw
CEO
Co-founder and CEO of Fiducia Group with over 20 years in financial services. Former chairman of NACFB, instrumental in launching findSMEfinance. Holds directorship experience at Openwork Partnership.
Anthony Scott
Managing Director
Co-founder and Managing Director with ACIB and DipPFS qualifications. Author of financial sector publications, combining technical expertise with strategic leadership to oversee daily operations across Fiducia Group's businesses.
Karen Hill
Wealth & Pensions Manager
16-year financial services veteran with 11 years managing building society branches. Specialises in client-focused wealth management and pensions, combining technical knowledge with exceptional customer service standards.
Neal Handley-Sawer
Financial Adviser
DipPFS-qualified adviser with specialist licensing in inheritance tax products. Former NatWest banker turned financial planner, offering expertise in pensions, investments, and tax-efficient strategies since 2018.
Iryna Konoshenko
Mortgage & Protection Adviser
Fully qualified CeMAP and DipFA professional providing whole-of-market mortgage solutions. Specialises in helping first-time buyers and clients with complex needs through clear, stress-free processes.
Questions
What financial services does Fiducia Group Group offer?
We provide financial planning, mortgages, pensions, investments, and commercial finance solutions for individuals and businesses.
How does Fiducia Group's service differ from other advisers?
We combine over 20 years' experience with FCA regulation and personal service, offering no-obligation initial consultations and ongoing support.
Are there fees for initial consultations?
No, our initial consultations carry no fees, allowing you to explore options without commitment.
How do you handle complex financial situations?
Our experienced team specialises in complex cases, providing tailored solutions for unique circumstances and financial goals.
What qualifications do your advisers hold?
Our advisers hold industry-recognised qualifications including DipPFS, CeMAP, and specialist licensing in tax-efficient investments.
