Top 10 Independent (IFAs) & Restricted Financial Advisers in Bury

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.

Wealth management built around you - from one of the world's strongest banks.

Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.

Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.

Our emphasis is firmly on offering straight talking & practical advice, which guides our clients through the complex financial landscape

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future

Managing your finances can be difficult and complex without professional support. Our role as a Wealth Management Partner, is to remove the stress and use our expertise and over 27 years of experience to enable you to meet your financial goals.

We provide a free update & advice service to help you understand your plans.