Fidelius Group

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 have offices in Bath, Cheltenham and Chelmsford and work with clients across the UK.

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.