Business Details
25 Years
experience
Trusted Financial Advisers in Newark
Founded in 2001 by Marcus Grimshaw and Anthony Scott, Fiducia Group has established itself as a leading UK financial services provider. Our expertise spans personal and commercial financial planning, mortgages, and wealth management, delivered through a client-centric approach that prioritises long-term relationships and tailored solutions. With over two decades of industry experience, we combine regulatory compliance through our FCA authorisation via The Openwork Partnership with membership in the National Association of Commercial Finance Brokers to ensure adherence to the highest professional standards. Our team of qualified advisers brings extensive technical knowledge and practical insight across diverse financial products and client scenarios.We maintain a national reach while preserving the personal touch that enables us to understand individual client needs, offering ongoing support through regular reviews and dedicated advisory relationships. Our commitment to transparency is demonstrated through no-obligation initial consultations and a focus on educating clients about their financial options. The firm's growth through client referrals reflects our consistent delivery of trustworthy, results-driven financial guidance.
Services
Financial Planning
Mortgage Advice
Commercial Finance
Pension Transfers
Wealth Management
Details
- Year established: 2001
Highlights and features
- We have over 20 years of experience in personal and commercial financial planning
- Our team includes FCA-authorised advisers with specialist qualifications
- We provide no-obligation first consultations at our expense
- Our client relationships are built on long-term trust and regular reviews
- We combine national reach with locally tailored financial solutions
Associations and certifications
- National Association of Commercial Finance Brokers (NACFB)
- Financial Conduct Authority (FCA) via The Openwork Partnership
Services
Financial Planning
Our financial planning service creates tailored strategies for long-term wealth management. We assess individual circumstances to develop comprehensive plans covering retirement, investments, and protection needs. Clients benefit from regular reviews and ongoing support to adapt strategies as life circumstances evolve.
Mortgage Advice
We provide whole-of-market mortgage advice for first-time buyers, home movers, and buy-to-let investors. Our advisers help clients navigate mortgage options while ensuring affordability and suitability. The service includes remortgaging strategies and protection planning for property investments.
Commercial Finance
Our commercial finance solutions support business growth through tailored lending options. Services include bridging loans, development funding, and asset finance for companies seeking expansion opportunities. We work closely with business owners to structure appropriate financing arrangements.
Pension Transfers
We specialise in pension consolidation and transfer strategies to optimise retirement savings. Our advisers assess existing pension arrangements and recommend suitable alternatives when beneficial. The service includes retirement income planning and tax-efficient withdrawal strategies.
Wealth Management
Our wealth management service integrates investment strategies with broader financial planning. We help clients grow and protect assets through diversified portfolios aligned with risk profiles and financial goals. The service includes inheritance tax planning and legacy structuring.
People
Marcus Grimshaw
CEO
Co-founder and CEO with extensive commercial finance expertise. Former NACFB chairman who implemented industry standards. Holds leadership roles in financial networks while maintaining client relationships.
Anthony Scott
Managing Director
Co-founder responsible for daily operations. Qualified with ACIB and DipPFS certifications. Author of financial publications with specialist knowledge in comprehensive financial planning solutions.
Neal Handley-Sawer
Financial Adviser
DipPFS-qualified adviser specialising in inheritance tax planning. Former NatWest Bank professional with expertise in pensions and business relief investments. Provides tailored financial solutions for individual clients.
Iryna Konoshenko
Mortgage Adviser
CeMAP-certified mortgage specialist with whole-of-market expertise. Focuses on residential and buy-to-let solutions for first-time buyers and complex cases. Known for clear communication throughout the mortgage process.
Karen Hill
Wealth Manager
Wealth and pensions specialist with 16 years' experience in financial services. Former building society branch manager who prioritises client satisfaction through personalised wealth management strategies and pension planning.
Questions
What financial services does Fiducia Group Group offer?
We provide financial planning, mortgage advice, commercial finance, pension transfers, and wealth management services tailored to individual and business needs.
How does Fiducia Group's advisory process work?
We begin with understanding your goals, review your financial position, then create tailored strategies with ongoing reviews to adapt to changing circumstances.
Are Fiducia Group's financial advisers qualified?
Our advisers hold industry-recognised qualifications including DipPFS, CeMAP, and specialist licences for inheritance tax planning and investment products.
How is Fiducia Group regulated?
We operate under FCA authorisation via The Openwork Partnership and maintain membership with the National Association of Commercial Finance Brokers.
Can Fiducia Group help with mortgage applications?
Our whole-of-market mortgage advisers assist with residential, buy-to-let, and commercial mortgages, including first-time purchases and remortgaging.
What areas does Fiducia Group serve?
While based in Newark, we provide financial services to clients across the United Kingdom through our national network.
Reviews (7)
Terrence Williams
Mar 12, 2022
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I first contacted Fiducia for financial planning when I took retirement. The service, advice and support that I have received has been excellent, the people that I have dealt with have always been friendly and a pleasure to know.
Lesley Clift
Feb 15, 2022
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My adviser Richard had been great in helping with my pension and investments. Everything was explained in detail and a first class service received.
Alison Hurton
Jan 24, 2022
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Excellent advice provided at all times. Very approachable and quick to respond to all requests for information. Pro-active in advising on any changes in rates, allowances etc which may impact on investments. Would not hesitate to recommend.
David Hunt
Jan 22, 2022
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The Fiducia 'team' are attentative to our needs and are there to advise on any questions we may have, their answers are always understandable there is no technical jargon. We are pleased with with the way they have been managing our investment.
Mary Moss
Jan 22, 2022
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Simple information given so you can understand the figures. Professional. Appointments kept to time. Would recommend to anyone who requires financial advice.
Jon Aitken
Jan 19, 2022
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My contact at Fiducia was really helpful, explaining things in a way that was easy to understand without any jargon. I found the service that they offered was very efficient with quick response times in order to meet my deadlines. Would definitely recommend them.
Sarah Hallam
Jan 19, 2022
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Fiducia is a first class financial company that provides and delivers a professional caring service with good integrity. It has been a pleasure to do business with such a wonderful team. Thanks to all.
