Business Details
Your Trusted Financial Advisers in Swindon
Fidenti Financial Planning was founded on the principle of prioritising client needs over advisory interests. We believe in delivering tailored financial advice by thoroughly understanding individual goals, resources, and concerns. Our approach emphasizes clarity, transparency, and sensitivity to complex financial matters. We commit to maintaining the highest standards of integrity, offering honest assessments of product pros and cons while avoiding technical jargon.As an appointed representative of Quilter Financial Services and Quilter Mortgage Planning, we combine regulatory compliance with personalized service. Our process begins with a free initial consultation to map your financial landscape, followed by comprehensive assessments, detailed reporting, and transparent fee structures. We support clients through implementation and ongoing reviews, ensuring strategies evolve with changing circumstances.
Services
Financial Planning
Pensions
Mortgages
Protection
Wealth Management
Taxation
Business Protection
Investment Bonds
ISAs
Savings
Highlights and features
- We create personalized financial plans aligned with your unique goals and circumstances.
- Our free initial consultation helps map your financial landscape without obligation.
- Thorough assessments consider all available options to recommend optimal solutions.
- Transparent fee structures ensure no hidden costs or unexpected charges.
- Ongoing support includes regular reviews to adapt strategies to life changes.
Associations and certifications
- Financial Conduct Authority
What people say
Sound and profitable advice
Very professional
Highly recommend
Made my life easier
Patient and knowledgeable
Services
Financial Planning
We develop personalized financial plans by analyzing your current situation, goals, and risk tolerance. Our approach combines investment strategies, tax efficiency, and protection measures to build long-term security. Clients receive detailed reports and ongoing support to adapt to life changes.
Pensions
Our pension services focus on maximizing retirement income through strategic savings and investment. We advise on workplace pensions, personal pensions, and tax-efficient withdrawal options. The goal is to maintain your desired lifestyle while navigating complex pension regulations.
Mortgages
We provide mortgage advice covering first-time purchases, remortgaging, and buy-to-let investments. Our guidance includes rate comparisons, affordability assessments, and application support. We explain different mortgage types like fixed-rate, tracker, and cashback options to suit individual needs.
Protection
Our protection services safeguard against life's uncertainties through life assurance, critical illness cover, and income protection. We assess personal circumstances to recommend policies that secure family finances or business continuity in case of unexpected events.
Wealth Management
Wealth management involves preserving and growing assets through diversified investment strategies. Services include portfolio management, tax-efficient investing, and estate planning. We focus on balancing growth potential with risk management to meet long-term financial objectives.
People
Kevin Gaskin
Financial Adviser
Kevin Gaskin founded Fidenti Financial Planning with over 20 years of industry experience. He specializes in personalized financial strategies, combining technical expertise with client-focused service. His approach prioritizes understanding client needs to deliver practical, long-term solutions.
Questions
What financial services do you specialize in?
We specialize in financial planning, pensions, mortgages, protection, wealth management, taxation, and business protection services tailored to individual and corporate needs.
How does your financial planning process work?
Our process involves understanding your goals, analyzing your financial situation, creating personalized plans, implementing strategies, and conducting regular reviews to adapt to changes.
Are your services regulated?
Yes, we operate as an appointed representative of Quilter Financial Services and Quilter Mortgage Planning, both regulated by the Financial Conduct Authority.
Do you offer free initial consultations?
Yes, we provide a free initial meeting to discuss your needs and explain how our services can help achieve your financial objectives.
How are your fees structured?
We provide transparent fee structures before any commitments, explaining all costs associated with recommendations during the planning process.
Can you help with investment decisions?
Yes, we offer guidance on investment options including ISAs, unit trusts, equities, and fixed-interest investments, considering your risk tolerance and goals.
Reviews (5)
Katie Griffin
Jan 23, 2021
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Kevin has been astutely helping me manage my financial affairs over the last few years. The decisions that we have made have been very important as I am approaching retirement. It has been imperative for me to maximise my potential retirement income. Kevin has given sound and profitable advice and helped me plan for a comfortable and stress free retirement. Thank you Kevin.
Katie Griffin
Katie Griffin
Kyle Gaskin
Dec 24, 2020
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I had a very professional financial review from a company with a wealth of experience. A great mortgage advisor, who gave an excellent communication and advice throughout my mortgage process. I had a great experience in the past also with an investment fund set up by the lead Financial Advisor.
Chris Griffin
Nov 28, 2020
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I used Fidenti to invest a lump sum in a Trust for my niece and was lost in what and how to do it. Fidenti found all the answers for me and made the whole thing so easy. Since then, the investment fund has continually climbed even in what was a fairly stagnent market. They are very professional but also take the time to really understand what you r needs and wants are, then they strive to make that happen. thanks for making my life easier and less stressful. I would highly recommend anyone to use Fidenti without hesitation.
Katie Appleton
Nov 16, 2020
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I couldnt recommend Kevin enough, professional, knowledgable, patient and just a very nice guy. Will be back to see him for any financial needs I may have. Thanks again Kevin
Tony Barnett
Oct 21, 2020
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Positive:Professionalism,Quality,Responsiveness
Kevin has supported me firstly in investments and secondly in planning my retirement. His advice has always been good and timely, allowing me to optimise my financial status. Highly recommended.
Kevin has supported me firstly in investments and secondly in planning my retirement. His advice has always been good and timely, allowing me to optimise my financial status. Highly recommended.
