What Fiduciary Wealth Management does

Fiduciary Wealth Management is a Gibraltar-headquartered, privately-held financial advisory firm specializing in cross-border wealth, tax, retirement, and relocation planning for UK nationals relocating abroad. Founded in 2007, the firm operates from offices in Gibraltar (headquarters, 3 Bell Lane) and London (Holborn), with 1-10 employees, and serves UK expats—particularly retirees and executives—relocating to destinations including Portugal, Spain, Gibraltar, Cyprus, and Malta. The firm is regulated by the Gibraltar Financial Services Commission under Permission Number 7305 and registered with the UK Financial Conduct Authority under Reference Number 482762. Co-founders Paul Correa and Director Matt Penfold each bring over 20 years of experience in expat tax and financial planning.

The firm's service portfolio spans Financial Planning, Tax Planning, Retirement Planning, Wealth Planning, Estate Planning, Relocation Planning, and a Family Office offering, supplemented by specialist investment products such as QROPS pension transfers, QNUPS structures, Spanish and Portuguese compliant investment bonds, and offshore investment bonds. The underlying technology is a proprietary cloud-based Personal Finance Portal providing document storage, encrypted messaging, investment alerts, and consolidated net-worth overviews; payment processing runs through Stripe. Distribution relies on direct advisory sales supported by content marketing (downloadable guides, blog articles, YouTube videos), online masterclasses, and referrals through affiliations with Integra International, ISOLAS, and IMI.

Commercially, Fiduciary Wealth Management operates a fee-based professional services model with three tiers: a £350 initial 60-minute financial review, a bespoke strategy roadmap starting from £1,500, and ongoing financial management priced on application based on complexity, time required, and investment size. Revenue is project-based and recurring through multi-year ongoing management contracts. The firm has no disclosed funding rounds, is not publicly listed, and is owner-operated with no identified institutional investors.

Name

Fiduciary Wealth Management

Legal name

Fiduciary Wealth Management

Website

https://fiduciarywealth.gi

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Short description

Fiduciary Wealth Management is a Gibraltar-headquartered, privately-held financial advisory firm providing cross-border tax, retirement, wealth, and relocation planning for UK nationals relocating to destinations including Portugal, Spain, Gibraltar, Cyprus, and Malta.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industries

Trust & Estate Tax Planning & Compliance (FSAEAKAE), Estate Planning & Trust Structuring Advisory (FSAEAKAC)

Keywords

• Wealth management services
• Expat tax planning
• Retirement planning advisory
• Pension transfer advice
• Relocation financial advisory

Headquarters

HQ city

Gibraltar

HQ country

Gibraltar

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Revenue model

1. Financial Advisory Services: Fee-based advisory services structured in three tiers: an initial 60-minute financial review consultation priced at £350, a bespoke strategy roadmap starting from £1,500, and ongoing financial management services with pricing on application based on complexity, time required, and investment size.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

Fiduciary Wealth Management is a Gibraltar-based independent financial advisory firm that delivers cross-border wealth management, tax planning, retirement planning, estate planning, and relocation financial advisory services primarily to UK nationals living abroad or planning to relocate. The firm combines personalised adviser-led consulting with specialist investment products (Spanish compliant bonds, Portuguese bonds, offshore investment bonds, QROPS, QNUPS) and a cloud-based Personal Finance Portal for client portfolio oversight.

Product overview

Fiduciary Wealth Management offers a comprehensive suite of financial services for UK expats, built around a core advisory service that includes Financial Planning, Tax Planning, Retirement Planning, Wealth Planning, Estate Planning, and Relocation Planning. The company provides specialist investment products including Spanish Compliant Bonds, Portuguese Bonds, Offshore Investment Bonds, QROPS pension transfers, and QNUPS pension structures. A proprietary Personal Finance Portal (Client Portal) delivers cloud-based portfolio management, document storage, and secure messaging to clients. Services are delivered through offices in Gibraltar and London, with membership in Integra International for global coverage.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Trustpilot rating of 4.9/5 based on client reviews
• +1 more outcomes

Segments3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature1 record

Partnerships

Three partnerships are on record, tiered core and minor.

• Integra InternationalcoreStrategic or Co-development PartnerFiduciary Wealth Management is a member of Integra International, a global association of independent accounting, tax, audit, legal and consulting firms. This membership provides international expertise and a network of professional referrals for clients relocating across borders.
• ISOLAScoreStrategic or Co-development PartnerFiduciary Wealth is closely affiliated with ISOLAS, Gibraltar's longest standing Band 1 law firm, established in 1892. This affiliation provides legal expertise and coordinated services for clients requiring legal and financial advisory support.
• IMI (Investment Migration Insider)minorStrategic or Co-development PartnerFiduciary Wealth is a member of IMI (Investment Migration Insider), a leading professional platform for international relocation. This membership provides access to migration industry insights and professional networking.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• deVere Group: Large independent global financial advisory group with strong expat and cross-border wealth management services for UK and international clients. Comparable in product breadth (offshore bonds, pensions, estate planning) and expat focus, but significantly larger scale.
• AES International: Specialist expat financial advice firm providing tax, investment, pension, and mortgage advice to UK nationals living abroad. Highly comparable niche focus, cross-border service model, and sales-led discovery-to-engagement GTM.
• Blevins Franks: Long-established UK-based financial advisory firm specializing in tax planning, wealth management, and pension transfers for British expatriates in Europe, Portugal, and Spain. Directly comparable in niche, client base, and service mix, including QROPS and estate planning for expats.
• Blacktower Financial Management: UK-founded wealth management firm specializing in financial advice for British expatriates in Portugal, Spain, Cyprus, and other European destinations. Directly comparable in niche, jurisdiction focus, and cross-border tax/pension expertise.
• Spectrum IFA: Independent financial advisory firm providing tax, pension, and wealth management advice specifically to UK expatriates retiring abroad, particularly in Europe. Comparable in client persona (retiree expats), product set (QROPS, compliant bonds), and fee-based advisory model.

Emerging players

• Laurence J. Lee & Partners: Boutique UK expat wealth advisory firm providing tax planning, QROPS, and financial planning for British expats. Smaller-scale direct competitor with comparable specialist positioning and expat advisory focus.

Regional players

• Holborn Assets: Dubai-based financial advisory firm serving British expatriates in the UAE with financial planning, pensions, and investment services. Comparable in expat-focused wealth management and UK-domiciled client base, but primarily serves UAE rather than Mediterranean destinations.

Broad incumbents

• Evelyn Partners (formerly Tilney): Large UK wealth management and professional services group offering financial planning, investment management, and tax advice. Comparable in financial planning expertise but lacks Fiduciary's expat-specific niche focus.
• Rathbones Group: Large UK-listed wealth manager offering investment management and financial planning services, including services for clients with cross-border or expat needs. Broader incumbent with overlapping capabilities but not specialized in the UK expat niche.
• Quilter plc: Major UK wealth management business serving mass-affluent and high-net-worth clients with financial planning, investment, and pension advice. Adjacent in financial planning and pension expertise but does not specialize in cross-border expat advisory.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/Fidwealth
• YouTubeyoutube.com/channel/UCk0ktFY_9QOJo2DCKCYCXew
• Facebookfacebook.com/FiduciaryWealth
• LinkedInlinkedin.com/company/fiduciary-wealth-management-limited

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fiduciary Wealth Management