Fiduciary Wealth Management  Avaliações 179

I had a 15-minute call with Matt about moving to Gibraltar as a British citizen, and he was straight to the point from the very beginning. He is very experienced and knowledgeable, and he took the time to answer all of my questions in a clear and reassuring way. I found everything he shared extremely helpful, and it gave me a much clearer idea of the steps I need to take next. I genuinely felt more confident after speaking with him. I would highly recommend Matt to anyone considering a move from the UK to Gibraltar and looking for honest, professional advice.

I, highly recommend Fiduciary Wealth Management. I have to say that Matt Pinfold,Daphne and the team have been absolutely outstanding in our quest to obtain citizenship in Gibraltar and financial advice. My partner and I are Cat 2 residents now, and it was all done in a breeze.

Protecting hard earned tax paid money from the socialist is a must !!!! god knows what they will do when they run out of everyone else’s money.

Thank you FWM and best wishes
John and Uljana from Grimsby England

Matt Penfold was very professional, knowledgeable, helpful and generous with his time at our meeting. We came away from the meeting much better informed about the financial and legal implications concerning relocating to Gibraltar. Matt's follow-up email was also comprehensive and much appreciated. Thank you Matt!

Excellent, clear, calm professional advice and plan for how to move forward. Highly recommended.

With so many internet scams in the offshore finance world it is always a worry using a financial planning group not based in your home country. My dealings with Fiduciary Wealth over many years has been excellent. Great service. Quick and responsive to communications.
I would highly recommend this group to anyone in the market for their services.

I had a call from Matt, who gave me very helpful advice/information regarding Spanish residency. Signs to look out for and how to get started. Very pleasant and professional. Highly recommend.

We took up the offer of the free 15 min consultation and learned so much. Matt was very forthcoming on facts. We will definitely go back to him once we have firmed up our plans.

I watched/read their informative online materials and requested a call.

They replied straight away and one of the directors in Gibraltar called me back the same day.

We had a very informative chat- he listened to my personal position and gave bespoke advice.

All the relevant information was given in a manner that could be understood,very knowledgeable and informative.

I was given good, clear advice that covered several areas of concern for me on cross border banking, double taxation, tax returns, timings and process. Recommended.

Contacted Fiduciary and had a very quick response from them.

Matt was able to give me clear and helpful advice about my financial situation. He clearly has a high level of knowledge and professionalism.

I would definitely use this company again in the future

Excellent comms and service. Speedy responses. Highly recommended! My go-to for essential clear advice.

Matt Penfold has provided me with clear and precise advice over several years, both on investments and taxation relating to my Gibraltar residency.
His knowledge on expat pensions was especially helpful.
If you need advice on such matters, talk with Matt.
Thanks Matt.

Spoke with Matt in regards to moving to Gibraltar in the future.
He answered all my questions and he was very knowledgeable. Would highly recommend.

Matt gave practical, clear information with regards tax /residency requirements for Gibraltar and available options. Far better than scrolling through mountains of contradictory internet posts.

Highly recommend his services and will definitely contact him again for future advice.

From my talking with Matt, he seems very informative about specific contextual situations, such as mine. Was able to offer reassurances on technical issues. A good listener!

Mark

Matt has been very helpful and kind. He explained all financial implications about returning to Spain. He was very specific to my particular situation. I would highly recommend him again

I recently had a conversation with Matt Penfold, who was incredibly helpful in answering all my questions. He provided valuable information tailored to my family's needs, which will make our move much smoother once able. I highly recommend Matt for anyone seeking advice or guidance. Thank you, Matt!

Excellent advice with multiple things clarified that I hadn't thought about. Would definitely recommend.

Having just lost my husband & so much to sort out with investments, pensions & tax here in Spain, Matt has been my rock . My husband put his trust in Matt & without him & his team I would be lost, he is now my advisor & I can’t thank him enough . It’s not just advice , it’s caring about the individual, it’s the whole package .