Find an Independent or Restricted Financial Adviser

We are FCA-regulated independent financial advisers with deep expertise and experience of financial planning, investments and tax efficiency.

We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.

Leading wealth management advice from outstanding financial advisers

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

I pride myself in providing an exceptional standard service to my clients, by giving clear, independent impartial advice using cash flow modelling. I am happy to meet in-person or remotely via video conference.

"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

Financial wellbeing is just as important as your health - what's your level of financial well being?

I am a pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary advice, pre and post retirement planning, investments and inheritance tax 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.