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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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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

Executors need longer period to pay inheritance tax bills, says Royal London

Royal London is calling for changes to inheritance tax rules so that people who act as executors to the estates of family and friends have more time to settle inheritance tax bills. The mutual life insurance and pensions company warned that executors currently face paying IHT bills out ...

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One in four plan to downsize or relocate in retirement

One in four over-50s in the UK plan to move house when they retire, according to new research. In a survey for retirement specialist Retirement Advantage, Censuswide questioned 1,013 UK adults over the age of 50 who are yet to retire. Of those who plan to move, almost two thirds (62%) i...

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Three pension associations join transfers group

A cross-industry group on improving transfers and re-registrations of pensions and investments has expanded to include workplace schemes. The group was formed in early 2016, when eight of the leading investment and pension trade associations, alongside nominees from member firms, joined...

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