
The value of pensions and investments can fall as well as rise, you may get back less than you invested. Our business is built on a simple promise: we will always provide straightforward financial advice that best serves your interests. We will never recommend a product for our gain at the expense of yours.
That's the principle we began with, and it's at the heart of everything we do. Nothing in life stands still - and that includes our financial priorities and needs. At Fidenti Financial Planning, we know how vital it is to get the right financial advice at the right time. That's why no matter where you are in your journey, we'll be here to help.
That's the principle we began with, and it's at the heart of everything we do. Nothing in life stands still - and that includes our financial priorities and needs. At Fidenti Financial Planning, we know how vital it is to get the right financial advice at the right time. That's why no matter where you are in your journey, we'll be here to help.
Services
About Us
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Based in Swindon, Fidenti Financial Planning Ltd provides individuals and businesses with professional financial advice. Find out who we are and what we stand for. Fidenti Financial Planning was founded on a very straightforward belief: that professional financial advice must always serve the customer's needs, not the advisor's.
Investments
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Your ideal investment portfolio will depend on many factors, including your attitude to risk, the size of your assets, and what stage you're at in life. Fidenti Financial Planning recognise this, and provide truly bespoke investment solutions. When it comes to investments, a cookie-cutter approach just isn't good enough.
Pensions
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The pension choices you make today could mean the difference between a comfortable retirement and just 'getting by'. Fidenti Financial Planning can help you navigate the complexities of pensions, making the optimal choices for a secure and prosperous future. We all want a happy retirement - one where we have the resources to carry on doing the things we love (and maybe trying something new!).
Mortgages
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A mortgage is probably the biggest financial commitment you'll ever make. Getting professional advice, from a team you can really trust, can make all the difference - to your finances and your stress levels. Buying a property has plenty of highs - falling in love with a new place, the thrill of having your offer accepted, picking up the keys.
Life Cover
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If the unexpected happens, life cover will help protect your loved ones from unnecessary financial worries. With our expert knowledge of the market, we can help you arrange cost-effective, adequate cover. We know this isn't a pleasant question, but we think you'll agree that it's important: if you died, or developed a critical illness, how would your loved ones manage financially?
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