Fidelius Ltd

Independent Financial Adviser  St James House, Cheltenham, Gloucestershire, GL50 3PR
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FCA authorised
Last authorised 1st March 2021
Fidelius are a leading financial services company, providing a range of tailored solutions to individuals and companies.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Martyn Norris DipPFS
Financial Planner
MR Steve Johnson DipIP
Senior Financial Planner
MR Ian Croxall APFS
Chartered Financial Planner
MR Mark Bradbury
Employee Benefits Consultant
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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

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

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