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Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management. ​We help you do just that through creating a plan and reviewing the progress

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

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

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.

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 offer Independent Financial Advice and offer every client a bespoke solution to their needs. All 1st consultations are free so there is nothing to lose and everything to gain.

Whiteleigh Financial Planning have been providing financial advice for over 20 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

Bullivant Wealth Management Ltd have been providing financial advice for over 25 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.