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Specialist financial planning and wealth management services to help you achieve your goals in life

Whatever stage of life you are at, knowing that your wealth is arranged in line with your priorities and aspirations provides you with valuable peace of mind.

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Wealth management and financial planning

Fidelius Wealth Management is committed to providing a professional, transparent service that our clients feel represent excellent value for money. We focus on building strong relationships and genuine partnerships that enable you to have trust and confidence in everything we do.

Wealth management News

Talk about inheritance with your children, says Saga Money

New research suggests that over-50s are cutting back on essential living costs so that they can build an inheritance pot for their loved ones. Saga Money has urged families to talk about inheritance after its survey found that while retired people want to save to pass on an inheritance,...

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Savers who transfer pensions often get unsuitable advice, FCA finds

Pension savers who seek financial advice on transferring out of a “final salary” scheme are often given unsuitable recommendations, according to an investigation by the Financial Conduct Authority (FCA). With growing numbers of people abandoning defined benefit (DB) schemes, the reg...

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Retirees willing to take financial risk, survey shows

The over-50s are increasingly prepared to take a degree of financial risk in order to grow their pension pot, according to new research by retirement specialists Retirement Advantage. A survey of 1,005 over-50s who are yet to retire, and who have private or defined contribution pensions...

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