Find an Independent or Restricted Financial Adviser

For over 30 years we’ve supported people and businesses across the East Midlands, London and beyond with retirement planning, business protection, investments, tax planning and legacy advice, delivering clarity now and lasting confidence for the future.

YOU are the focus of our business: You, your life, your family, your future. We are Financial Advisers located in Streetly, Sutton Coldfield. We provide advice in all areas of Investments, Pensions, Inheritance Tax and Long Term Care planning.

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.

I am dedicated to achieving successful outcomes for my clients. My mission is to bring a lifetime financial planning experience, where the advice is uncomplicated, clear and at all times meaningful.

Guiding your wealth through changing waters

Crosby Financial Planning offers restricted financial advice tailored specifically around you.

With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.

Chartered Financial Planning practice providing Solutions throughout the UK for every stage of your financial life, delivering a first class service from a firm that truly puts clients at the centre of everything we do.

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.

We can help you plan for your financial future. We offer a detailed financial review and will help you determine the most appropriate outcome for the decisions that you face.