Find an Independent or Restricted Financial Adviser

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

With more than 15 years’ experience in financial services, we have the expertise necessary to help clients navigate the complexities of taxation, investments, and the various financial planning issues that arise through one’s lifetime.

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

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

"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

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 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.

Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves

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