Chartered Financial Planner firm Fiducia Wealth Management has appointed three new key personnel following the completion of a management buy out.

Financial Adviser Robert Wood joins after seven years at Scrutton Bland.

Also joining Fiducia from Scrutton Bland is Paraplanner is Hazel Wood. Hazel spent nearly three years with Scrutton Bland and joins Fiducia to become part of the Paraplanning team.

James Crisell has joined Fiducia from Thompson Smith and Puxon Solicitors to take the role of clients services administrator and investment assistant.

Mr Wood and Ms Wood join a number of ex-Scrutton Bland employees to make the switch across East Anglia to Fiducia in recent years, including Fiducia’s co-owner and director Susie Laws who worked at the firm for six years before joining Fiducia four years ago.

Mr Wood said: “As soon as I knew Fiducia were looking to bolster their advisory team, the opportunity to join the company was very exciting. Both Gordon and Susie (who I have worked with previously) provided me with a real insight to what they are trying to achieve at Fiducia and I’m pleased to be joining at an exciting time for the company.”

Fiducia underwent a management buy out last year.

The majority of the Essex-based business is now owned by directors Susie Laws and Gordon Kearney, after founder and executive chairman John Millican sold a majority stake in 2020. 

The cost of the deal has not been disclosed.

Fiducia was established in 2006 and achieved Chartered status in 2019.