Fidelius Ltd
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Business
- 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
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Small business
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Long term care
- Long term care
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.
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.
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