Fidelius Ltd

Independent Financial Adviser Alexander House, James Street West, Bath, BA1 2BT
FCA verified
25th March 2019
Fidelius are a leading financial services company, providing a range of tailored solutions to individuals and companies.
We can advise you on
    • 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
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • 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
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Chris Bence DipPFS
Senior Financial Planner
Jon Coates DipFA
Senior Financial Planner
Guy Harper
Chartered Financial Planner
Andrew Limb DipFA
Financial Planning Director
Rob Atkins DipPFS
Senior Employee Benefits Consultant
Iain Fox DipPFS
Employee Benefits Director
Noel O’Hora
Employee Benefits Consultant
Gavin Thorn Dip PFS
Employee Benefits Consultant
Where to find us

Alexander House, James Street West, Bath, BA1 2BT

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.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value

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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