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Adviser Fund Index: Panellist

The Adviser Fund index, or set of indices, are designed to act as indicators of the UK funds market. The AFI provides a benchmark against which the investment community can compare fund portfolio performance, as well as offering a relevant flagship index for the funds market.

Select one of the Panellist below for further information.

Company Name
AB Investment Solutions Paul Warner
AFH Independent Financial Services Ltd Stephanie Holmes
Beckett Financial Services Samantha Owen
Chelsea Financial Services Darius McDermott
City Asset Management James Calder
Dart Capital Limited Richard Whitehead
Fiducia Wealth Management Gordon Kearney
Hartsfield Gareth J. Lewis
Murdoch Asset Management Austen Robilliard
Rowan Dartington Tim Cockerill
Saunderson House Ben Williams
Save & Invest (Financial Planning) Limited Jeffrey Deans
Whinchat Financial Planning Ltd Christopher Wise
Whitechurch Securities Limited Jonathan Moyes
Fiducia Wealth Management Photo of Gordon Kearney
   
Company Name Fiducia Wealth Management
Company Website www.fiduciawealth.co.uk
Year Established 2005
Client Base Private Clients
Funds Under Management (£) £145M
Number of Employees 19
Number of Offices 2
Annual Company Turnover (£) £1.5M
Area Service available
Investment Yes
Pensions Yes
Life Assurance Yes
Tax Planning Yes
Corporate Yes
Mortgages No
Healthcare No
Offshore/Expats Yes
SIPPs Yes
ISAs Yes
Name Job title
Gordon Kearney Managing Director
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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