Fidelius Group

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Fidelius is a leading financial services company, committed to excellent customer service. We provide a range of solutions for individuals and companies, including wealth management and employee benefits. We work with clients across the UK and have offices in Bath, Cheltenham, Chelmsford, and Nottingham Fidelius Wealth Management provides a wide range of wealth management and financial planning services to private clients. All of our services have been developed in direct response to our clients’ needs. We are totally committed to always providing exceptional levels of customer service and tailored, effective wealth management advice. All of our financial planners are highly qualified and we use market-leading software to streamline processes and keep administration for our clients to an absolute minimum. Our ongoing technical research ensures we keep our clients up-to-date with any relevant changes in the market or legislation. Fidelius Employee Benefits help businesses of all shapes and sizes from a wide variety of industry sectors. Although we can help very small and very large businesses, our ‘tailor and support’ approach is ideally suited to employers with 50 – 5,000 staff. We provide a wide range of company pension, employee benefits and investment consulting services. Our mortgage team have the know-how and experience to offer mortgage services for first-time buyers, house moves and remortgages, returning expats and foreign nationals.

Company Details

Employees
136
Founded
-
Address
1 Foundry Lane, No. 1 Bath Quays,united Kingdom
Phone
0345-241-6500
Email
ad****@****s.co.uk
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
Bath, Somerset
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News

Fidelius director leaves to join Söderberg after merger - Citywire

Fidelius director leaves to join Söderberg after merger Citywire

Fidelius merges with TJP to accelerate UK growth strategy - Money Marketing

Fidelius merges with TJP to accelerate UK growth strategy Money Marketing

Fidelius' holding company losses grew to £4m in 2024 - Professional Adviser

Fidelius' holding company losses grew to £4m in 2024 Professional Adviser

Fidelius announces Timothy James & Partners merger - Cover Magazine

Fidelius announces Timothy James & Partners merger Cover Magazine

Fidelius takes minority stake in London IFA Vobis Ltd - Money Marketing

Fidelius takes minority stake in London IFA Vobis Ltd Money Marketing

Fidelius merges with Timothy James & Partners - FT Adviser

Fidelius merges with Timothy James & Partners FT Adviser

Bath Planner Fidelius rebrands amid expansion plans - Financial Planning Today

Bath Planner Fidelius rebrands amid expansion plans Financial Planning Today

Fidelius signs introducer deal with BMA and its 200k members - Citywire

Fidelius signs introducer deal with BMA and its 200k members Citywire

VouchedFor reveals winners of inaugural Client Experience Awards - The Intermediary

VouchedFor reveals winners of inaugural Client Experience Awards The Intermediary

Fidelius positions for growth with rebrand and expansion plans - Money Marketing

Fidelius positions for growth with rebrand and expansion plans Money Marketing

DC Advisory advised Fidelius Group on its strategic alliance with Pacific Asset Management - DC Advisory

DC Advisory advised Fidelius Group on its strategic alliance with Pacific Asset Management DC Advisory

Fidelius merges with Timothy James to create £3bn AUM firm - Financial Planning Today

Fidelius merges with Timothy James to create £3bn AUM firm Financial Planning Today

The Fidelis Partnership announces new syndicate - Insurance Business America

The Fidelis Partnership announces new syndicate Insurance Business America

Söderberg & Partners invests in three more IFA firms - IFA Magazine

Söderberg & Partners invests in three more IFA firms IFA Magazine

Britain’s top 20 financial advisers for 2024 - Unbiased

Britain’s top 20 financial advisers for 2024 Unbiased

Pension advice: get your free consultation - Rest Less

Pension advice: get your free consultation Rest Less

Fidelius CEO steps aside after 12 years as Söderberg deal approved - Citywire

Fidelius CEO steps aside after 12 years as Söderberg deal approved Citywire

Söderberg & Partners takes stake in Fidelius to continue UK expansion - Money Marketing

Söderberg & Partners takes stake in Fidelius to continue UK expansion Money Marketing

Fidelius CEO steps down after FCA approved Söderberg deal - Money Marketing

Fidelius CEO steps down after FCA approved Söderberg deal Money Marketing

Former client sounds alarm to FCA about deVere Group transfers - Money Marketing

Former client sounds alarm to FCA about deVere Group transfers Money Marketing

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