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

Chartered Financial Planner helping professionals, business owners and those approaching retirement make informed decisions around pensions, retirement planning, investments and tax efficiency, with clear advice and a joined-up plan for the future.

Our purpose is helping families prosper through providing excellent financial planning and mortgage advice to our clients.

We are an independent, directly authorised company based in Bewdley run by the director and Chartered Financial Planner with the support of an admin team that has a wealth of experience in financial services.

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.

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.

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.

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

Truly independent financial advice tailored to your needs.

I am a specialist in investment strategy, tax efficiency & pension & retirement planning, including Defined Benefit/Final Salary transfers, consolidation of pension pots, drawdown & tax-free cash release. Please get in touch & I will be delighted to help.

A personal approach. We offer a high quality, personalised investment and wealth management services that aim to meet the individual demands of today’s private investors.