We all dream of a better future – it's getting there that can be the tricky bit. Delivering on your needs is what our business is built on. Whether you are looking for specialist financial planning for yourself and your family or quality employee benefits advice for your business and your employees.
Through a full financial planning relationship we help clients solve real life issues. We listen. We challenge. We delve deep to identify objectives. Because we believe in understanding the bigger picture and forging relationships that are built on trust.
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We believe in a full approach to financial planning – it's about looking at the whole picture.
Ensuring your employee benefits are just that – a benefit – is vitally important.
Corporate Wealth is a focused service offering an independent financial review and ongoing advice.
Our Financial Planners are trained and experienced in this specialist area.
Our mortgage services take away the strain & worry that can come with property.
"When it comes to handling my money and offering important advice, I wouldn’t use anybody else."
- David Flatman
There are five key values that underpin everything we do – People first, Be straightforward, Embracing innovation, Responsible Business and Pursuing excellence.
If being part of a value-based organisation that believes in investing and developing people is of interest, please see our vacancies.
We work with a broad number of professionals including solicitors and accountants and actively look to refer our clients where a specific need arises.
We have always believed in contributing to the communities in which we live, and aim to positively impact society through our services.
At Fidelius Group, we have dedicated lines for each of the services we offer. Get in touch and our expert team will be on hand to help. You can also fill out our contact form to have the necessary department contact you.