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. 

Fidelius Ltd is authorised and regulated by the Financial Conduct Authority.
Our FCA reference is 188615. Registered No. 03658809 ENGLAND.
Registered Office: No. 1 Bath Quays, 1 Foundry Lane, Bath BA2 3GZ.

Fidelius

This office supports financial planning and client services, ensuring quality and technical assistance for clients.

Pure Offices

Jim Grant

Samantha Hay

Andrew Pike

Paul Gordon

Richard Armstrong APFS

This department focuses on providing comprehensive financial planning services to clients, ensuring their financial goals and needs are met through strategic advice and tailored solutions.

Financial Planning

This department focuses on providing financial advisory services and support for clients managing their wealth.

Wealth Management

This department manages and oversees administrative functions and support services within the organization.

Administration Services

This department focuses on providing assistance and solutions to clients, ensuring their inquiries and technical issues are resolved effectively.

Client Support Services

This department oversees risk management and ensures adherence to regulatory requirements.

Risk and Compliance

This department provides administrative support to executives and ensures efficient office operations.

Fidelius

Org chart

Teams

Financial Planning

Wealth Management

Administration Services

Client Support Services

Risk and Compliance

Executive Support Services

Offices

Fidelius

Org chart

Teams

Financial Planning

Wealth Management

Administration Services

Client Support Services

Risk and Compliance

Executive Support Services

Offices

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