Close

Firm Profile

Firm Profile for
Fiduciary Wealth Management

Gibraltar Office (Main Office)

  • Contact Office Address

  • Fiduciary Wealth Management
  • 3 Bell Lane
  • GX11 1AA
  • Gibraltar
  • Mailing Address

  • Same as contact office address

Company Profile

Fiduciary Wealth is an independent wealth management advisory firm specialising in helping clients achieve their goals of building, protecting and managing their wealth. Best described as a boutique practice our business model is characterised by high client interaction and long term mutually beneficial relationships. We provide complete solutions through a single point of contact and aim to make a positive difference in shaping the wealth of the Expatriate community.

We offer the following services:

  • Wealth Management – Managed Investment Advisory Service
  • Relocation & Global Tax Residency
  • Tax Planning
  • Retirement Planning
  • Employee Benefit Plans – including Insurances
  • Financial Services
  • Family Office – Asset Risk Management

We are closely associated with ISOLAS, Gibraltar’s longest standing, Band 1 Law firm, established in 1892.

Partners/Principals

(Note: Key Contacts for international business are indicated thus

Please contact the following people at this office:

    • Paul Anthony Correa
    • paul.correa@fwm.gi
    • +34 663 028392

    • Industry specialisations

      Wealth Management & Private Clients : Supporting high net worth individuals and their families. Relocation & Tax Residency. Tax Planning. Retirement Planning. Employee Benefit Plans. Financial Dispute Resolution - Litigation Support. Family Office : Asset Risk Management Services.

    • Technical specialisations

      • Advisory / Consulting
      • Estate and Wealth Transfer Planning
      • Family office
      • Risk Management
      • Tax: Personal
      • Wealth Management
    • Matt Penfold
    • matt.penfold@fwm.gi
    • Technical specialisations

      • Advisory / Consulting
      • Estate and Wealth Transfer Planning
      • Tax: Personal
      • Wealth Management
    • Henry Kent
    • henry.kent@fwm.gi
    • Technical specialisations

      • Advisory / Consulting
      • Wealth Management
Country
Gibraltar Gibraltar
Timezone
Time in Gibraltar (Romance Standard Time) now is : 19:19 PM
Member Since

November 2018

Member Status
This firm is a member of the Network

This firm is a member of the Network