Business Details
25 Years
experience
Your Trusted Partner for Financial Planning Solutions
Founded in 2001 by industry experts Marcus Grimshaw and Anthony Scott, Fiducia Group has established itself as one of the UK's most respected financial services organisations. Our founders' vision of delivering a highly personal and professional experience continues to guide our approach, ensuring consistency, integrity, and excellence in every client interaction. As an FCA-authorised entity through The Openwork Partnership, we combine regulatory compliance with tailored financial solutions for individuals and businesses nationwide. Our reputation for trust, expertise, and outstanding client service has been built through over two decades of client referrals and personal recommendations.We actively welcome feedback to refine our services, maintaining our commitment to best practices in commercial finance and personal financial planning. Our membership in the National Association of Commercial Finance Brokers (NACFB) and partnership with Openwork, one of the UK's largest financial advice networks, further reinforce our industry standing and ability to deliver comprehensive solutions.
Services
Personal Financial Planning
Mortgages
Pensions
Investments
Business & Commercial Finance
Wealth Management
Protection
Bridging Loans
Asset Finance
Invoice Finance
Details
- Year established: 2001
Highlights and features
- National Reach Based in Newark, Nottinghamshire, serving clients across the UK
- Over 20 Years of Experience in personal and commercial financial planning
- Regulated & Trusted FCA authorised via The Openwork Partnership
- Relationship-Driven We stay in close contact and build long-term trust
- No Obligation First Meeting Your first consultation is at our expense
Associations and certifications
- National Association of Commercial Finance Brokers (NACFB)
- Financial Conduct Authority (FCA)
Services
Personal Financial Planning
We create tailored financial strategies aligned with individual goals, covering retirement, wealth growth, and family protection. Our FCA-regulated advisers provide comprehensive analysis of your financial position, offering clear recommendations on pensions, investments, and risk management. With access to Openwork's extensive resources, we deliver solutions that adapt to changing life circumstances and market conditions.
Mortgages
Our whole-of-market mortgage brokerage helps clients secure competitive rates for first-time purchases, remortgaging, or buy-to-let investments. Qualified advisers assess your specific needs, navigating complex lending criteria to find suitable solutions. We provide ongoing support throughout the mortgage lifecycle, from initial application to completion and beyond.
Business & Commercial Finance
Specialist funding solutions for business growth, including commercial mortgages, bridging loans, and asset finance. Our NACFB-affiliated team understands SME financing challenges, offering tailored support for property purchases, development projects, and cash flow management. We work closely with business owners to structure finance packages that match operational requirements.
Pensions
Comprehensive pension advice covering consolidation, retirement strategies, and tax-efficient transfers. Our specialists help clients navigate complex pension landscapes, optimising their retirement income while ensuring regulatory compliance. We provide clear guidance on state pensions, workplace schemes, and private pension arrangements.
Investments
Portfolio management services designed to grow and protect wealth across market cycles. We develop diversified investment strategies aligned with risk tolerance and financial objectives. Our approach combines market analysis with personal financial goals, offering regular portfolio reviews and adjustments to maintain optimal performance.
People
Marcus Grimshaw
CEO
Co-founder and CEO with extensive commercial finance expertise. Former NACFB chairman who implemented industry standards and co-founded findSMEfinance. Holds leadership roles in financial advisory networks.
Anthony Scott
Managing Director
Co-founder responsible for daily operations. Qualified with ACIB and Diploma in Financial Planning. Author of financial publications with specialist knowledge in business finance solutions.
Karen Hill
Wealth & Pensions Manager
16-year financial services veteran with 11 years managing building society branches. Specialises in pensions and wealth management, focusing on client goal achievement and service excellence.
Neal Handley-Sawer
Financial Adviser
Qualified adviser with specialist inheritance tax and business relief investment expertise. Transitioned from NatWest Bank to Fiducia Group in 2018, combining banking experience with personal financial planning.
Iryna Konoshenko
Mortgage & Protection Adviser
Fully qualified mortgage specialist with CeMAP, CeRER, and DipFA certifications. Provides whole-of-market advice tailored to individual circumstances, known for clear communication and client-focused approach.
Questions
What financial services does Fiducia Group Group offer?
We provide personal financial planning, mortgages, pensions, investments, and commercial finance solutions tailored to individual and business needs.
Are your financial advisers qualified?
All advisers hold relevant industry qualifications including DipPFS, CeMAP, and specialist licences for inheritance tax planning and business finance.
How do you charge for financial advice?
We offer a no-obligation initial consultation. Subsequent fees are transparently discussed and agreed before any service provision.
Can you help with complex mortgage requirements?
Our whole-of-market brokers specialise in complex cases including buy-to-let, self-employed mortgages, and adverse credit situations.
What areas do you cover?
Based in Newark, Nottinghamshire, we serve clients nationwide through our network of financial professionals.
How are you regulated?
We operate as appointed representatives of The Openwork Partnership, authorised and regulated by the Financial Conduct Authority.
Reviews (5)
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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Positive:Professionalism,Quality,Responsiveness
Simple information given so you can understand the figures. Professional. Appointments kept to time . Would recommend to anyone who requires financial advice .
Simple information given so you can understand the figures. Professional. Appointments kept to time . Would recommend to anyone who requires financial advice .
Alison Hurton
Jan 20, 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.
Sarah Hallam
Jan 19, 2022
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Positive:Professionalism,Quality,Responsiveness,Value
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.
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.
Jon Aitken
Jan 14, 2022
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Positive:Professionalism,Quality,Responsiveness,Value
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.
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.
