Fidelius Ltd

Independent Financial Adviser St James House, St James Square, Cheltenham, Gloucestershire, GL50 3PR
FCA verified
10th December 2018
Fidelius are a leading financial services company, providing a range of tailored solutions to individuals and companies.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Long term care
Meet our advisers
adviser-person
Ian Croxall APFS
Chartered Financial Planner
adviser-person
Steve Johnson DipIP
Senior Financial Planner
adviser-person
Martyn Norris DipPFS
Financial Planner
adviser-person
Mark Bradbury
Employee Benefits Consultant
Where to find us

St James House, St James Square, Cheltenham, Gloucestershire, GL50 3PR

About us

Fidelius is a successful and growing financial services firm founded in 1999. Our Head Office is based in Bath and through continued growth we now also have offices in Cheltenham and London. Our expertise lies in Private Client, Trustee, Wealth Management and Employee Benefits services. Within the Fidelius group we also have a Discretionary Fund Management company called Parallel Investment Management Ltd.

Our services

Fidelius is committed to providing professional, transparent services that individuals and business clients feel represent excellent value for money. We work in partnership with our clients, building lasting relationships that enable them to have trust and confidence in everything with do.

We believe in providing clients with a bespoke service, tailored to meet their individual goals and objectives, whilst utilising high levels of professionalism and expertise.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

Fidelius Ltd is authorised and regulated by the Financial Conduct Authority (FCA). Registered FCA number 188615. Registered no 03658809. Registered office Alexander House, James Street West, Bath, BA1 2BT

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Pension & Investment Specialists for Individuals & Companies. New Clients always welcome. Please contact us - we're here to help.