About Us

Our values
Our purpose
Our people
What our people say
Our Impact

Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who are straight talking and forward thinking. Who take the time to understand them and their needs and plan their future together. They get that from everyone at Fidelius.

Our values

Through objective-based planning, we manage expectations by having honest conversations about what it’s going to take for our clients to reach to their goals. We’re proud of our independence – which gives you the reassurance that we only have your interests and goals in mind.

We have a set of values that are our guiding lights and underpin everything we do:

People first
Our clients and team are at the heart of everything we do
Be straightforward
Clarity in a complex world
Embrace innovation
Creative and progressive thinking
Responsible business
We will make a positive impact
Pursuing excellence
Always learning and improving

Our purpose

At Fidelius, our purpose is clear: we don’t just give advice – we make it happen. We help our clients build the lives they want, with confidence.

We are proud to be a VouchedFor Top Rated Advice Firm 2024 with an impressive 4.7 out of 5 score gained from over 1900 customer reviews.

In 2024, we were a CityWire New Model Adviser Top 100 Firm - an honour which celebrates the best of the professional planning community in the UK.

We are a Chartered Financial Planning firm, knowledge, first. Demonstrating the highest levels of expertise, knowledge and professionalism in the financial planning profession. This accreditation tells our clients that we put them first

Not only are we in FT Adviser's Top 100 in 2024 but we came in the Top 20 across the whole of the UK, which has been described by the title as the "best of the best".

Our Impact

Doing business
responsibly

We care passionately about contributing to the communities where we live and work. Only by becoming involved can we help to address our industry’s impact on society and play a role in tackling systemic social issues.

We are a proud member of Business in the Community which has contributed to the development of our Responsible Business Strategy.

Creating an inclusive
and diverse culture

We are committed to creating a diverse and inclusive workplace where everyone is treated equally and their perspectives, experiences and beliefs are valued.

As part of our work with Business in the Community we have deepened our understanding of diversity and inclusion, running education sessions, practical training and forming a dedicated D&I group. From recruitment to leadership support, we’re bringing these principles to life across everything we do.

Our commitment
to sustainability

We are taking decisive action to understand our environmental impact and create a more sustainable future.

We are committed to reducing our environmental impact in line with industry standards and the UN’s Sustainable Development Goals. This year, our environmental group will come together to understand our impact, create a clear environment policy and educate our team on the steps we need to take to achieve our goals.

Our People

Wealth Management Team
Employee Benefits Team
Fidelius Mortgage Team
Fidelius Leadership Team
Central Investment Proposition Team
The Human Resources Team
Finance Team
The Facilities Team

Wealth Management Team

Adam Tarbard

Financial Planner

Adam Tarbard

Financial Planner

Adam graduated from the University of the West of England with a degree in biological sciences, before changing direction into Finance. Adam started his financial career at Chase de Vere, before leaving to join Fidelius in 2016.

Adam loves to help clients work towards and achieve their financial goals, through personalised holistic financial planning.

Adam is based in Bristol with his wife Jess and two young children. On weekends he can often be found following his children around the many parks, soft play areas or zoos around where he lives.
Andy Strange

Financial Planner

Andy Strange

Financial Planner

Andy joined Fidelius in 2020 from Chartered Financial Management(UK) Ltd. He has over 30 years of experience as a Financial Planner, during which he has accumulated a great deal of knowledge and experience which has enabled him to provide professional advice to clients, both individual and corporate, in meeting their goals and aspirations. Andy specialises in providing retirement planning, investment, and inheritance tax planning through holistic financial advice.

Andy has lived in Wiltshire for the last 17 years with his wife and children. He enjoys golf, increasing his knowledge of the Spanish language and culture, and exercising his two slightly mad Springer Spaniels.
Carlton Hall

Financial Planning Director

Carlton Hall

Financial Planning Director

Carlton is a Chartered Banker and Professional Financial Adviser with 30 years of experience in Financial Services. Carlton's early career was spent working for insurance companies where he gained experience in product design, marketing and sales. In 2003 he was invited to become an owner of IFS Group, a firm of independent financial advisers which grew successfully and was later sold to a large national firm listed on the London Stock Exchange in 2008. Carlton aims to deliver a service with genuine understanding and offers financial planning solutions that are tailored to clients’ individual needs and requirements delivered in an easy to understand manner. Carlton lives in Surrey with his wife Julie, two sons, Jaden and Codey and Rio the cat, who is the one really in charge…! Most of his spare time is spent on the side lines watching the boys in their many sporting pursuits, and Carlton also enjoys clay pigeon shooting.
Chris Bence

Chartered Financial Planner

Chris Bence

Chartered Financial Planner

After obtaining a history degree from Exeter University, Chris entered financial services on a graduate programme with Chase de Vere before joining Fidelius in 2003. He is now a chartered financial planner with over 20 years’ experience of advising. Chris prides himself on delivering a first-class financial planning service to his clients. Over the years, he has built many long-term relationships, helping to ensure that no matter how his clients’ objectives and needs may change, their financial plans are always properly designed to back them up. Chris, a keen sports person, lives near Bath with his wife, Katie and their young children, Noah and Sienna.
Colin Fletcher

Senior Financial Planner

Colin Fletcher

Senior Financial Planner

Colin’s career started back in 1986 in the Banking sector with NatWest, where he developed an interest in the Financial Services industry, initially as a mortgage adviser in 1993 then became a qualified Independent Financial Adviser in 1996. Colin has gained valuable experience in the life, pension and investment markets during the last 20 years, working with professional connections and developing relationships with their individual and corporate clients. Colin specialises in pensions, investment and estate planning for individuals and corporate clients. He now lives in Hutton in Essex with his wife, two daughters and two cats. In his spare time, Colin is a keen golfer playing off a handicap of 14 and enjoys keeping fit by running at various events to raise funds for local and national charities.
Craig Chapman

Senior Financial Planner

Craig Chapman

Senior Financial Planner

Craig joined Fidelius (then Money Wise) in August 2009 from the Chartwell Group and specialises in advising private clients on investments, retirement and inheritance tax planning, as well as business owners on retirement and protection planning. Previously, Craig worked in the City of London as a derivatives trader and was one of the few traders to be a member of the LIFFE exchange from its opening in 1982 to its closure in 2000. Craig is married with two children and lives near Bath. Away from work, Craig likes to keep fit and is a keen supporter of Bath Rugby.
Dane Kerkin

Chartered Financial Planner

Dane Kerkin

Chartered Financial Planner

Dane is a Chartered Financial Planner with over 10 years of financial services experience across investments, pensions and financial planning.

He joined Fidelius in 2017, having previously lived and worked in Bristol after graduating from Exeter University with an English Literature degree.

Dane specialises in helping clients to plot a course to financial wellbeing in Plain English, balancing his technical knowledge with clear and concise explanations and recommendations.

Dane fills his free time with football, tennis, attempts at gardening, and a growing as-yet-unread book collection.
David Bowman

Financial Planning Director

David Bowman

Financial Planning Director

David has been employed in Financial Services since 1983 and was one of the original first 500 people to be awarded Chartered status when the qualification was launched. David joined Fidelius in 2016 coming from Ashcourt Rowan, where he worked for 13 years. David manages a portfolio of approx. 110 clients built up over many years, with approx. £75m invested. He believes the key to successful relationships with his many clients is trust. David lives in Saffron Walden, Essex with his wife, daughter and their two cats (Magwitch & Little Dorritt)! In his spare time David likes to cycle, draw and spend time with his family, especially if that is outdoors.
Dean Foley

Chartered Financial Planner

Dean Foley

Chartered Financial Planner

Dean is a Chartered and Certified Financial Planner with over 30 years of extensive experience in providing financial planning advice to HNW private clients, companies and trusts. He joined Fidelius in 2017, following a period of managing financial planning businesses. Dean has a specialism in retirement and estate planning and enjoys helping clients achieve their life objectives. Now living in Hertfordshire with his wife and their sport mad 13 year old son, Dean spends weekends coaching his son’s football team. Outside of work/sport Dean enjoys spending time with his family, friends and is a keen Liverpool FC supporter.
Ella Patel

Associate Financial Planner

Ella Patel

Associate Financial Planner

Ella is a Chartered Financial Planner and Fellow of the Personal Finance Society with five years of experience in financial planning. She brings a strong foundation of technical knowledge and a passion for providing holistic financial advice, helping clients navigate both their immediate and long-term financial goals.

Having been raised in a family of doctors, with both her parents and sister working in the medical profession, Ella has developed a deep understanding of the unique financial challenges faced by medical professionals. This perspective, combined with her expertise, allows her to offer tailored financial strategies that align with her clients’ needs and aspirations. Ella is committed to helping her clients achieve financial security and peace of mind, and she takes pride in building lasting relationships that support them throughout their financial journey.
Ian Croxall

Chartered Financial Planner

Ian Croxall

Chartered Financial Planner

Ian is a Chartered Financial Planner combining over 10 years of industry experience with a high level of technical expertise to provide tailored financial planning advice to both individuals and small businesses throughout the UK. Ian began his career in Financial Services in 2006 at The Haven Partnership Ltd, which became Fidelius in 2011. Ian prides himself on building a thorough understanding of client’s values and goals and only then providing them with impartial, bespoke financial solutions coupled with a comprehensive on-going review service. The Chartered title remains today’s ‘gold standard’ of excellence and integrity, and reinforces Ian’s commitment to raising standards of knowledge, capability and ethical practice, and the importance of professionalism. Ian is based in Cheltenham and provides holistic financial advice to an extensive range of clients. He is also a qualified Pension Transfer Specialist providing advanced pension planning solutions to private clients. Ian has lived in Cheltenham since 2001 and spends most of his time outside the office with his wife and son, Jasper. Ian likes to live an active lifestyle coupling his interest of health & fitness with his passion for golf.
Joanne Bottrell

Financial Planner

Joanne Bottrell

Financial Planner
Lee Grimshaw

Chartered Financial Planner

Lee Grimshaw

Chartered Financial Planner

Lee Grimshaw is a Chartered Financial Planner, combining over 16 years of industry experience with a high level of technical expertise in providing tailored and holistic advice to individuals and small businesses throughout the UK.

Lee joined deVere United Kingdom in July 2012, which later became part of Fidelius in May 2021. Having previously worked for a UK centric company for 7 years, his time at deVere United Kingdom has largely been spent helping clients who have spent time overseas. This has provided Lee with an insight into the types of challenges those individuals face when returning to, or moving to the UK, for the first time.

Lee helps his clients navigate their way through the financial challenges they face by focusing on the fundamentals. Striving to make their money work harder for them whilst protecting themselves and family from the unforeseen.

Lee is based in Cheltenham, where he lives with his family. In his spare time Lee regularly visits the gym, enjoys his football and travelling when able.
Mark Wellings

Senior Financial Planner

Mark Wellings

Senior Financial Planner

Mark is a Senior Financial Planner combining over 22 years of industry experience with a high level of technical expertise in providing tailored and holistic advice to individuals and small businesses throughout the UK. Mark joined Fidelius in May 2021, coming from deVere United Kingdom where he joined as a Family Wealth Manager in April 2019. As an independent whole of market adviser he specialises in providing innovative, visionary and proven wealth management for all of his clients and prides himself on building real and long-lasting relationships with his clients. Mark is based in South Yorkshire, near Sheffield, where he lives with his wife Diane and their dog Molly. In his spare time Mark likes to spend quality time with his friends and family, socialising. By going out to the cinema, theatres enjoying shows and concerts. He is a long-suffering Sheffield Wednesday supporter and is looking forward to renewing his season ticket and watching them again in the ground next season.
Martin Grundy

Financial Planner

Martin Grundy

Financial Planner

Martin is a Financial Planner combining over 20 years of industry experience with a high level of technical expertise in providing tailored and holistic Financial Advice to individuals and small businesses throughout the UK. Martin joined Fidelius in May 2021 following 7 years of employment with deVere United Kingdom where he joined as an Independent Mortgage Adviser for 6 years before moved into Financial Planning. He is currently studying toward his Chartered Status.
Martin believes that the key to helping clients is to have open and honest discussions, getting to know each other and developing trust. He enjoys financial planning and feels a sense of satisfaction in knowing he has genuinely helped a client. A Thank you from a client provides a feeling of great achievement.
Martin is based in Mansfield, Nottinghamshire, where he lives with his family. In his spare time Martin enjoys all Sports and being outdoors.
Martyn Norris

Financial Planner

Martyn Norris

Financial Planner

Martyn joined Fidelius in 2011, having previously worked for The Haven Partnership Ltd. He has over 10 years’ experience in Financial Services, specialising in providing holistic financial planning solutions to a diverse range of HNW clients all over the country. His particular areas of specialisation include Pensions Advice, Investment Advice, Tax Planning, and Protection. Martyn is FCA Authorised and Regulated; QCF Level 4 Qualified (DipPFS) and currently working towards Chartered Status. Martyn is based in our Cheltenham office and lives locally. In his spare time Martyn is an avid sports fan. He also enjoys live music, stand-up comedy and is a regular Platelet Donor.
Matthew Colman

Chartered Financial Planner

Matthew Colman

Chartered Financial Planner

Matt is a Chartered Financial Planner and Fellow of the Personal Finance Society with over 35 years of experience in Financial Services. Matt’s early career was spent in Banking where he learned tools required to build long-term client relationships. From Banking, he moved to the regulated advice arena in 1995 and, since then, has accumulated a great deal of knowledge and experience as a Financial Planner. His main aim is to deliver a service which fully understands clients’ needs and, equally important to him, to be able to provide solutions which are comfortably understood by the client. Matt specialises in providing retirement, investment and inheritance tax planning through holistic financial advice.

Matt lives in Somerset with his wife, Stephanie, and they have three children – two of whom are through University with the third flourishing at Secondary School. Most of his spare time, when not walking his two dogs or driving his family to events, is spent volunteering locally or watching any sport at all! Matt says he has spent, or so he feels, a lifetime serving and playing rugby for Wellington RFC, and is currently President of the club.
Michael Lapham

Chartered Financial Planner

Michael Lapham

Chartered Financial Planner

Michael has worked in Financial Services since 1997 and been providing financial advice to clients since 2002. He is a Chartered Financial Planner and Fellow of the Personal Finance Society and provides financial, investment and tax planning advice to private clients.

Predominantly working with private clients, including retirees and professionals from the legal and accountancy professions, trustees and small to medium sized business owners. More generally, Michael helps people who are either too busy to devote sufficient time or attention to their own personal financial planning and/or would prefer a professional to provide guidance.

Michael lives with his partner and their new baby, both of whom have a huge impact on his priorities. However he also tries to find time for other pursuits – travelling, music, cycling, swimming and watching other sports.
Nathan Lennox

Senior Financial Planner

Nathan Lennox

Senior Financial Planner

Nathan is a Financial Planner with over 10 years of experience in financial services, including 6 years providing holistic financial planning advice to his clients. Nathan has worked with clients in the UK, Middle East and Europe, helping them with their planning needs that include retirement planning, protection planning and investment planning.

Nathan believes that developing strong relationships and trust with his clients has been the key to navigating them through the choppy waters of life and money, helping guide them towards their goals with the support of his knowledge and expertise.

Nathan is based in Kent, where he lives with his family and is studying towards Chartered Status. In his spare time, Nathan enjoys sports, playing outside with his son and building computers.
Nick Farnden

Financial Planning Director

Nick Farnden

Financial Planning Director

Nick is a Chartered Financial Planner with over 30 years of experience. He specialises in providing holistic financial advice to high-net-worth private clients and has a particular focus on retirement and Inheritance Tax Planning. Nick joined Fidelius in 2016, coming from Ashcourt Rowan where he worked for almost 9 years. Nick is based in Cambridgeshire, in his spare time Nick is a keen reader of fiction and modern history, and an enthusiastic pub quizzer. He tries to keep fit with swimming and the gym and has the misfortune to be a Queens Park Rangers season ticket holder.
Nick Twist

Chartered Financial Planner

Nick Twist

Chartered Financial Planner

Nick joined Fidelius (then Money Wise) in August 2002 after obtaining a degree in Economics and Business Studies from Plymouth University. He is a Chartered Financial Planner, a Fellow of the Personal Finance Society, accredited by the Society of Later Life Advisers (SOLLA) and is an affiliate of the Society of Trust and Estate Planners (STEP). Nick is married, a father and lives near Bath. He is a keen sportsman and continues to play sport for local Bath teams.
Nishma Waite

Chartered Financial Planner

Nishma Waite

Chartered Financial Planner

Nishma joined Fidelius in January 2024 as a Chartered Financial Planner and Fellow of The Personal Finance Society. She has worked in the financial services industry for over 25 years predominantly working with business owners and lottery winners to help them achieve their goals through spending time building a robust plan. She has worked with many clients over the years providing holistic financial planning and has specialised in retirement and succession planning. Nishma is passionate about working with people to help them achieve their goals. She works closely with her clients to ensure they create a bespoke financial plan and review this regularly to keep on top of changes both personal and external. It has always been important to Nishma to ensure that that her clients can concentrate on enjoying their lives with the peace of mind that their financial plans are being reviewed and updated where appropriate leaving no stone unturned.

Nishma lives in Bristol with her twins and enjoys cooking and seeking out new eateries that are always popping up over the city. When she’s not eating, Nishma also enjoys travelling, skiing and kickboxing.
Paul Barker

Chartered Financial Planner

Paul Barker

Chartered Financial Planner

Paul joined Fidelius in 2022 from Evelyn Partners in London. Paul began working in financial services over a decade ago, after finishing his master’s degree in International Finance at the University of Kent. He is a Chartered Financial Planner and specialises in working with those in the medical profession and their families.

His aim is to build an evolving strategy that helps clients to make confident and competent financial decisions, as well as focussing them on those things that are most important. Success means helping clients find peace of mind, improving their access to opportunities and increasing their feeling of financial empowerment and freedom.

In his free time, Paul lives in Bristol with his wife Annie and enjoys keeping fit, travel and all things ‘foodie’.
Paul Timmins

Financial Planning Director

Paul Timmins

Financial Planning Director

Paul has over 25 years of financial advisory experience, most of which was building and running his own business Robson Taylor IFA, before joining the Fidelius Group with his team in 2021.

Paul specialises in pensions and investments for both personal and corporate clients. Paul takes great pride in the advice he provides and this is evident in the long-term relationships he has formed with many of his clients being with him for over 20 years. He now looks after three generations within some families which demonstrates his passion for delivering a professional personal service which is well respected by his clients.

He lives with his wife Debbie and their two sons, Noah & Henry. In his spare time he loves to travel and spend time with his family, whether it be walking, cycling, kayaking and anything else outdoors.
Priory Bazley

Chartered Financial Planner

Priory Bazley

Chartered Financial Planner

Priory has recently returned to the UK to join Fidelius, following 5 years of working abroad as an international adviser in Milan, Switzerland, and Budapest. Throughout this time her focus has always been to provide holistic financial advice to clients with complex goals. Priory believes the biggest element of financial planning is trust and the relationship that is built between a client and advisor. Having seen the difference between having and advisor and not with her parents, she strives to advocate for all her clients. She is level 4 qualified whilst working towards achieving Chartered status.

Priory has returned back to Essex, having moved away over 10 years ago and outside of work, enjoys playing, coaching and umpiring in schools and the local league. Alongside this, she spends majority of her time adventuring with her dog, training for marathons, triathlons, Ironmen etc. when not seeing family and friends.
Rachel Henley

Chartered Financial Planner

Rachel Henley

Chartered Financial Planner

Rachel is a Senior Financial Planner with over 20 years experience in Financial Services and has been advising clients for over 14 years. Rachel joined Fidelius in 2020 when Chartered Financial Management (UK) Limited was acquired by the Fidelius Group.

Rachel specialises in helping individuals structure personalised financial plans and focuses mainly on advising employees within corporate companies. She prides herself on developing long term relationships with clients, as she helps them to reach their financial goals.

In her spare time, Rachel likes to play tennis and spending time with her family and friends.
Sam Ormond

Chartered Financial Planner

Sam Ormond

Chartered Financial Planner

Sam graduated from the University of Wales Institute Cardiff with a degree in Accounting and Finance. Sam began his career at IAG in Sydney, he then worked for Hargreaves Lansdown when back in the UK. Sam began working for Robson Taylor IFA in 2017, who then joined the Fidelius Group in 2021.

Sam loves to build relationships and provide quality, holistic financial planning.

In his spare time Sam can be found outside, either playing golf, cycling or on the coast in his beloved Tenby.
Sandy McPherson

Chartered Financial Planner

Sandy McPherson

Chartered Financial Planner

Sandy has 19 years experience in the Financial Services Industry. He has spent the last 12 years as a Financial Planner, providing technical expertise in tailored and holistic financial planning to both individual clients and small businesses.

Sandy specialises in working with company directors and shareholders to enable their companies to benefit from personal financial planning in the most efficient way, and creating a realistic retirement plan, to help his clients through their retirement journey.

Sandy prides himself on his integrity and enjoys helping his clients to understand the journey they are going through and how best to reach their goals and objectives.
Sandy is based in Netley near Southampton, where he lives with his family, Sandy spends most of his spare time on the water or on the golf course.
Steve Ivory

Chartered Financial Planner

Steve Ivory

Chartered Financial Planner

Steve has over 20 years’ experience in Financial Services and has been advising clients for over 15 years. During those years he has worked within a firm of accountants, for a large high street bank and also a major UK insurance company. Steve provides advice mainly to private clients but also works closely with corporate clients and runs financial education workshops to employees on a range of topics. Steve specialises in retirement planning, inheritance tax, business financial planning and particularly enjoys working with clients and their families on building and protecting their financial futures. Steve lives in Paddock Wood with his family and, in the little spare time his family allows him, Steve likes to roam the countryside, lose himself in a good book and get out on his mountain bike.
Steve Workman

Senior Financial Planner

Steve Workman

Senior Financial Planner

Steve is a Senior Financial Planner combining more than 20 years of industry experience with a high level of technical expertise in providing tailored and holistic advice to individuals and businesses throughout the UK.

Steve joined Fidelius in September 2019, coming from a background in Private Banking, Retail Banking and Accountancy. Has also enjoyed working with expats giving financial advice in countries such as, Spain, France, Gibraltar and Kazakhstan.

Steve is based in Devon, where he lives with his wife Helen and 2 children. In his spare time Steve likes to watch Bristol City FC and go for long walks with the family’s adopted Spanish Water Dog Mimi.

Employee Benefits Team

Jennie Wise

Corporate Financial Planner

Jennie Wise

Corporate Financial Planner

After 35 years in the industry, my passion for being an employee benefits consultant has only deepened. Over the decades, I've honed my expertise across all areas of the field, from medical benefits to risk management and pensions. What drives me is the profound impact I can make on the lives of employees and their families. Whether it's designing comprehensive healthcare plans that ensure access to quality medical services, or crafting pension strategies that pave the way for a secure retirement, I find immense satisfaction in knowing that my work directly enhances the well-being and financial security of individuals.
The dynamic nature of the benefits landscape keeps me engaged and motivated. I thrive on staying abreast of industry trends, regulatory changes, and emerging technologies to deliver innovative solutions tailored to each client's unique needs. My extensive experience equips me with a deep understanding of the complexities and nuances within the realm of employee benefits, allowing me to navigate challenges adeptly and provide strategic guidance that drives positive outcomes.
As I reflect on my journey, I am grateful for the opportunity to continue serving as a trusted adviser, leveraging my expertise to empower organizations and their employees to thrive.
I love to travel and experience different cultures and food offerings. I have followed our national football team to a number of countries over the years, including Brazil, Russia, France, Belgium and the Ukraine to name just a few, however my real passion is cricket and attending the World Cup final in 2019 at Lords is one of my most treasured memories.
Mark Bradbury

Corporate Client Director

Mark Bradbury

Corporate Client Director

Mark has over 30 years’ experience in the Financial Services Sector. Having obtained a Diploma in Financial Planning, Mark has spent the last 20 years specialising in the Corporate Financial Planning arena, implementing and servicing corporate Employee Benefit arrangements. Providing a first-class service to his clients has enabled Mark to build long standing relationships with the companies he deals with.
Neil Cole

Corporate Financial Planner

Neil Cole

Corporate Financial Planner

Neil has been in the Financial Services industry for over 35 years, specialising in consultancy and advice to Businesses, Charities, and their employees for the past 23.

Neil brings a wealth of experience in providing Employee benefit consultancy and advice to Employees. He has dealt with and provided advice on all aspects of Employee Benefits including core benefits such as Workplace Pension, Group Personal and Occupational Pension schemes, Group Life and Income protection. Ancillary benefits: Private medical insurance, group critical illness cover, employee assistance programmes, cash plans and dental and eye cover. Plus Online and technology based forms of engaging with Employee’s and Pension members.

Neil has a passion for delivering Financial Education and Wellness to members and employees of the schemes he looks after, believing that everyone can always learn from a bit more guidance. Neil is confident that Governance and Scheme reviews can only help an Employer provide the best for their employees and members plus remain compliant with current legislation and best practise. Neil’s guiding principle is for employees to value and fully appreciate the benefits their employer provides, and to achieve this a good strong practise of regular member engagement and education is required.

Neil lives in Chelmsford, Essex with his wife Julia and two children, William, and Ellie together with their Bernese cross Labrador Seb. They enjoy an active outdoor lifestyle either as a family or entertaining with relatives and friends. Travelling the UK in their touring caravan to tick off their list of visiting every county before the children get too old! When the weather allows, they can be found at their Beach Hut on the Essex coast, in a kayak, on a paddle board or flying power kites then relaxing after a BBQ. At other times their and the Children’s sports and recreational activities get fitted in but there is always time for a walk with the dog!
Steph Culpin

Corporate Financial Planner

Steph Culpin

Corporate Financial Planner

Steph is a Corporate Financial Planner with over 18 years of industry experience in Pensions and Employee Benefits.

Steph joined Fidelius in April 2019 as a Client Service Manager specialising in delivering the Employee Benefits Platform to our Corporate clients and managing the Employee Benefits support team.

Steph is now a Corporate Financial Planner specialising in providing consultancy support to companies and their staff in respect of workplace pensions, protection, healthcare and platform benefits.

Steph is based in Bristol and in her spare time enjoys travelling and spending time with her friends and family.
Stephanie Moorlen

Associate Corporate Financial Planner

Stephanie Moorlen

Associate Corporate Financial Planner

Stephanie is an Associate Corporate Financial Planner who prides herself on providing tailored and holistic guidance and support to businesses and HR teams throughout the UK, specialising in helping companies expand their health and wellbeing offering to employees across the UK. Stephanie joined Fidelius in April 2020 with several years of industry experience and has continued to develop her high level of technical expertise. She is currently studying towards her Level 4 Diploma in Regulated Financial Planning.

Stephanie is based in Bristol, where she lives with her family and ever-growing list of animals. In her spare time, Stephanie enjoys horse-riding and snowboarding, growing her vegetable patch, and baking goodies for the office using eggs from her own chickens.

Fidelius Mortgage Team

Keegan Grippo

Senior Mortgage Adviser

Keegan Grippo

Senior Mortgage Adviser

Keegan is a FCA regulated CeMap qualified Independent Mortgage Adviser having completed his exams in 2017. Keegan has worked in FCA regulated environments for over 15 years and brings a wealth of experience to Fidelius having joined from deVere United Kingdom in 2021. Keegan has a high level of technical expertise in providing tailored and holistic mortgage advice especially to clients based and living overseas who are being paid in a foreign currency which has culminated in being named Mortgage Adviser of the year for both 2019 and 2020 along with Customer Service champion 2020.

Keegan specialises in all things property finance related from simple purchases or remortgages for clients both in the UK and overseas, all the way to bridging loans, development finance and self-build mortgages.

Keegan is based in Derbyshire, where he enjoys fishing and walking along with watching all manners of sport.
Mike Cavin

Head of Mortgages

Mike Cavin

Head of Mortgages

Mike is an FCA regulated CeMap qualified Independent Mortgage Consultant combining over 18 years of industry experience. Mike has a high level of technical expertise in providing tailored and holistic mortgage advice especially to clients based and living overseas who are being paid in a foreign currency. Mike joined Fidelius in May 2021, coming from deVere Mortgages as Head of the department where he moved through the ranks from Mortgage Adviser, Senior Mortgage adviser, Mortgage Supervisor then Head of UK Mortgages.

In addition to his currently held CeFa Mike is studying towards his diploma in financial planning to expand his knowledge of the broader financial marker. He specialises in UK nationals living around the world who are looking to purchase property in the UK for both residential and buy to let purposes. Mike prides himself on providing a friendly high-level service which is pitch specifically for the audience and client he is in front of.

Mike is based in the Midlands, where he lives with his wife, and his cat Milo. In his spare time Mike likes to go fishing, mountain biking, DIY and watching contact sports.

Fidelius Leadership Team

Ian Fowler

Chief Executive Officer

Ian Fowler

Chief Executive Officer

Ian is the group’s Chief Executive Officer, based in the Cheltenham office, living in Tewkesbury with his wife, son, and their dogs Calvin and Rosie.
Having joined Fidelius in 2013, as the company’s Finance Director, he became the Chief Operating Officer in 2020 and Chief Executive Officer in 2024. Prior to joining Fidelius Ian held a number of senior finance positions in financial services and manufacturing.

Ian now leads the business where he is privileged to work with highly professional and experienced colleagues who put client service at the heart of everything they do. He enjoys immensely being part of a leadership team that is always pursuing excellence.

Ian is keen to drive innovation in the business, focussing on ways to provide the best support to our client teams so they can focus on providing straightforward, value-adding, services to our clients.
Jim Grant

Executive Chair

Jim Grant

Executive Chair

Jim is now Executive Chair at Fidelius after joining as CEO in 2012, to help shape and grow the business and client proposition. There will be considerable organic growth along with well-selected acquisitions. In fact, the last few years have seen significant growth in employee and business numbers. Recently we have received recognition for being one of Britain's top 100 companies to inspire and achieved our second consecutive Gold award through Investor In Customers.

Jim is a strong believer in the development of people and empowering them to achieve stretching goals. An experienced people and business manager with strong commercial acumen and proven success. Jim loves to receive great customer service and wishes to work with people who want to give great customer service and build a business together.
Duncan McKillop

Director of Corporate Development

Duncan McKillop

Director of Corporate Development

After 30 years of gained industry knowledge and experience, Duncan is a well-established strategic manager and Business Development professional, with strong relationship management skills. He possesses a broad external contact network within the wealth management marketplace.

Duncan works closely with Chairman, Jim Grant, on the identification of ambitious individuals and IFA businesses who wish to realise their growth potential whilst working in a grown up and pragmatic environment.

Duncan is married with two children and based in Bath.
Chris Phipson

Head of Finance

Chris Phipson

Head of Finance

Chris is a Chartered Accountant who joined Fidelius from university in August 2014 where he studied Accounting & Financial Management. He qualified as a Chartered Accountant in 2018 and now leads the finance team at Fidelius who are responsible for financial reporting and the supply of management information throughout the business and externally. Chris has been a member of the Fidelius Board since April 2020.

Chris also has an active role in business planning as well as identifying growth and development opportunities for the business.
He believes that developing people is the most important factor to help the business remain agile in a changing business environment.

Chris has previously worked for a local firm of accountants based in Cheltenham, where he lives with his wife Zoe. In his spare time Chris is a keen golfer who also enjoys travelling and football.
Samantha Hay

Operations and Change Director

Samantha Hay

Operations and Change Director

Samantha is the Operations and Change Directors at Fidelius Group; leading our Client Service Support, IT and Facilities teams. Samantha joined Fidelius in October 2016 as our HR Manager bringing with her skills from her time working with; Dyson, Southampton Solent University and the NHS. Samantha has developed a diverse set of skills and experiences which have led her to design and deliver a variety of projects across Fidelius Group as well as leading the HR team, securing her promotion to Head of HR in 2020 and making her well suited to her new role leading our Operations team which she started in March 2021. Samantha is passionate about leadership and developing high-performing teams, she is proud to a part of the Fidelius Group leadership team and enjoys taking on new challenges and experiences.
Richard Armstrong

Head of Governance, Risk and Compliance

Richard Armstrong

Head of Governance, Risk and Compliance

Richard joined Fidelius in 2016 and is our Head of Legal and Risk with overall responsibility for compliance within the Fidelius Group. Richard has over 30 years experience in Financial Services where he has held various roles, including that of financial Planner, which affords him an in-depth knowledge of the different aspects of the Group and wider industry. Richard believes in keeping things simple and for the business to provide an excellent quality of service to its clients. He is based near Bath and is married with 2 children.
Steve Skelding

Head of Commercial

Steve Skelding

Head of Commercial

Steve joined Fidelius as Head of Commercial in 2023, having spent over 30 in senior leadership roles in distribution and partnerships at Zurich, Brewin Dolphin and Octopus Investments. His role is focussed on driving organic growth across Financial Planning, Wealth Management, Employee Benefits and Mortgages and ensuring that the Teams across the business continue to provide excellent advice and value to our customers.

Having spent his entire career in adviser and client relationship roles, Steve has a passion for driving growth and identifying new opportunities to move the business forward. He will be working closely with our existing Appointed Representatives, Joint Ventures and Professional Intermediaries, while looking to develop new partnerships and supporting our acquisition plans.

Steve lives in Penarth (South Wales) and, in his spare time, loves travelling, playing golf, watching football and rugby and walking the family Cockapoo Ralf.
Andy Pike

Regional Business Manager

Andy Pike

Regional Business Manager

Andy is Diploma qualified and has been in the financial services industry for over 35 years with a high level of expertise in all aspects of financial services. He has had many varied roles throughout his career in Banking, Insurance, Advisory and Investment Firms and has spent the last 25 years in Management roles.

Andy initially joined Fidelius in November 2011 as Head of Compliance coming from Close Brothers Asset Management but left in 2018 to work closer to home and returned to Fidelius in July 2020.

He specialises in Sales Management and Training & Competence; he prides himself on the development and success of the individual advisers.

Andy is based in Cardiff South Wales, where he lives with his family, in his spare time he likes to play golf, watch rugby and is a Level 2 qualified rugby coach and First Aider for his village club.
Claire White

Compliance Advisory Manager

Claire White

Compliance Advisory Manager

Claire is a Compliance Advisory Manager combining over 15 years of industry experience with a high level of technical expertise, and provides regulatory guidance and oversight across the Fidelius Group.

Claire has had various roles within the finance industry including being a Technical Paraplanner and then progressing to a Compliance role in 2014. Claire joined Fidelius in April 2019 as a Business Quality Controller, and was promoted to manage the team and secure this role in January 2022.

Claire is a member of the Personal Finance Society and holds the Advance Financial Planning qualifications along with the latest Pension Transfer Specialist qualification.

Claire lives locally to the Bath office with her Husband and young Son.
Conrad Wesson

Client Service Manager

Conrad Wesson

Client Service Manager

Conrad is married with two children and based in Bath. He has a love of cycling and when time allows he also enjoys a round of golf with family and friends.

After 29 years of gained industry knowledge and experience, Conrad joined Fidelius as a Client Service Manager in 2019. He has a passion and enthusiasm to deliver for the client and enjoys working collaboratively across the company to achieve this.

With a strong background in operations management, Conrad is keen to encourage a culture of togetherness and self-development where employees feel valued for their contribution.
Gareth Williams

Fidelius Services Technical Manager

Gareth Williams

Fidelius Services Technical Manager

Since entering the industry in 2005, Gareth has become a key member of the Fidelius team, joining in 2013.

Gareth's drive for embracing innovation has led to significant improvements in client outcomes, showcasing his commitment to the pursuit of excellence.

Living near Frome with his wife and two young children, Gareth balances his professional dedication with a vibrant family life. Outside of work, he finds joy (and a test of patience) in the lively antics of his children and enjoys unwinding with a strategic game of chess.
James Mouland

Regional Director

James Mouland

Regional Director

James has 25 years’ experience in Financial Services, is a Fellow of the Personal Finance Society, a Chartered Financial Planner, and an Associate of the Chartered Insurance Institute. James’s experience spans a variety of diverse industry roles, starting his career with a product provider before moving into employee benefits consultancy, and then into individual financial planning. Prior to joining Fidelius, James was a financial planner and head of WTW’s personal financial planning team.

James works closely with our Financial Planners, focussing on continued training, and personal and business development, ensuring we continue to provide quality and valued advice to our customers.

James is based in West Sussex, and in his spare time enjoys keeping active through rowing, running and cycling, as well as gardening and exploring new areas to explore with his dogs.
Jennifer Christensen

Facilities Manager

Jennifer Christensen

Facilities Manager

Jennie is responsible for looking after our office locations, ensuring we provide our team with a pleasant, safe, and healthy place to work. Jennie joined Fidelius in May 2017, having worked as a General Manager in the leisure industry for 10 years.

Jennie has a wide knowledge and experience in both Facility and Health & Safety management, and enjoys the challenge of maintaining our portfolio of office spaces across a diverse set of locations and buildings.

Jennie is based in Wiltshire where she lives with her partner and two elderly cats. In her spare time, Jennie can be found pounding the pavements training for her latest long distance running event, or doing backflips in the gymnastics gym, a hobby she has maintained since she was only 5 years old.
Julie Kerridge

Head of Client Services

Julie Kerridge

Head of Client Services

Julie is highly experienced in leading our Wealth Client Executives and Administrators. She is passionate about client service delivery and business efficiency. Julie joined the Fidelius team in 2013 bringing with her a wealth of knowledge and experience from her many years in the industry.

In her spare time, Julie enjoys spending time with her family and friends, hiking, travel and roller coasters, her ideal vacation would encompass both National and Theme Parks!
Michael Johnson

T&C Supervisor

Michael Johnson

T&C Supervisor

Mike joined Fidelius in July 2022 and has worked in Financial Services in many varied roles from Team Leadership, Paraplanning, Management, Advisory and Operations in a 30-year financial services career. He is Diploma qualified and also holds qualifications in Mortgage Advice to enable him to provide accurate guidance in his role as the Training and Competency Supervisor.

Prior to working in Financial Services, Mike worked as an aircraft engineer and now resides in Havering in East London where he lives with his wife and three children. Outside of work he enjoys going to the gym, restoring cars and long walks with Monty the dog.
Sasha Bedells

Head of HR

Sasha Bedells

Head of HR

Sasha joined Fidelius in 2022 having spent 6 years working within the HR Team for a large Insurer. Sasha has a wealth of experience across all areas of HR having previously worked as a Strategic HR Business Partner as well as having supported a local Cancer Charity by chairing their HR Committee and sitting on their Board of Directors. Sasha is also a Chartered Fellow of the Chartered Institute of Personnel and Development.
Sasha is passionate about developing HR strategies and processes that ensure we create a supportive and inclusive environment that enables personal growth and embraces our culture and Company Values.
Outside of work Sasha enjoys playing tennis and keeping fit as well as spending time outdoors with her horse, Sky, and dog, Bella.
Vicki Clarke

Client Support Team Leader

Vicki Clarke

Client Support Team Leader

Vicki, one of our Team Leaders, joined Fidelius in 2024. Vicki has worked in the Financial Services industry for nearly 30 years, around 20 of which have been in various management roles.
In 2010, after having spent 10 years at Chase de Vere, Vicki left alongside 2 of the Financial Planners to help set-up a brand new firm of Independent Financial Advisers. As Office and HR Manager she was highly involved in several aspects of Operations. The business grew successfully and was sold to Brewin Dolphin in 2019. Vicki remained at Brewin Dolphin as Office Manager of the Bath office until near the end of 2023.
Outside of work, Vicki lives in a village in South Gloucestershire with her husband and two young sons. In her spare time, she enjoys helping to renovate their 200-year-old cottage, dining out with friends and walks in the countryside. (Along with the odd glass of wine and slice of cake!!)
Victoria Walkington

Regional Director

Victoria Walkington

Regional Director

With over 25 years of experience in the financial services industry, Victoria brings a wealth of knowledge in compliance, training, adviser development, and sales management. She is passionate about coaching and mentoring teams, ensuring both personal and professional growth, while always keeping client needs at the forefront.

As a Fellow of the Personal Finance Society (FPFS), her commitment to continuous learning and professional excellence is unwavering. She thrives on guiding individuals and teams to success, whether through personalised advice or developing effective strategies to meet business goals.

Based in Wiltshire, when she is not focused on the world of Financial Services, she loves spending time outdoors—whether it's hiking, gardening, or enjoying a good meal with family. With her husband, two young sons and a home filled with pets, life is always lively and full of adventure.
Siani Medlock

Fidelius Services Technical Manager

Siani Medlock

Fidelius Services Technical Manager

Siani Medlock, one of our team leaders, joined Fidelius in 2019.
With a strong foundation in client service, Siani holds the regulated diploma in financial planning, showcasing expertise in the field.
Siani's leadership skills and enthusiasm have been instrumental in driving our client service team to success.
Siani also holds a degree in English Literature and in her spare time, enjoys walking her Miniature Schnauzer.
Lee Waters

Paraplanning Team Leader

Lee Waters

Paraplanning Team Leader

Lee has over 20 years’ experience in financial services, he presently leads a team of Paraplanners, overseeing regular reviews, appraisals, and providing technical support. Particularly Lee has specialist knowledge on offshore and expat services.

Lee is also responsible for training and development for the paraplanning team and maintains an involvement in technical report writing.

He holds a Chartered-level qualification and possesses various specialist qualifications from three different professional awarding bodies.

Outside of the office, Lee is married and has one child. He actively engages with the local community and is a local Councillor.
Laura Vranch

IT & Systems Manager

Laura Vranch

IT & Systems Manager

Laura is the IT & Systems Manager for Fidelius, looking after our internal software and external contracts. Laura believes in using technology to improve efficiency and streamlining processes whilst keeping our client’s information as secure as possible.

Laura started working in Financial Services at 17 and has worked within the industry in a variety of roles to give her a good understanding of the business needs and regulatory requirements.

Central Investment Proposition Team

Charlie Julyan

Advice Solutions Manager

Charlie Julyan

Advice Solutions Manager

Charlie joined Fidelius in 2017 with a background in platforms and wealth management, he has worked in both technical and research roles, specialising in pensions and estate planning. He is a member of the Personal Finance Society as a Chartered Financial Planner (APFS) and plays a key role in shaping Fidelius’ client proposition, researching investment and product solutions, and delivering insightful financial planning communications.

With a strong technical background, Charlie enjoys the challenge of finding the best outcomes for clients, recognising that financial planning is never a one-size-fits-all approach. He works across all areas of wealth management, with particular expertise in pensions and retirement income strategies.

Charlie lives in Cornwall on a small family farm. Outside of work, he is in the process of converting a barn into a home and enjoys running, being by the sea, and stand-up paddleboarding.
James Driffield

Investment Analyst

James Driffield

Investment Analyst

The Human Resources Team

Rebecca Pink

HR Assistant

Rebecca Pink

HR Assistant

Rebecca joined Fidelius in July 2023 as HR Administrator before moving into the role of HR Assistant. Rebecca has grown up in Bath and graduated from Bath Spa University with a First-Class degree in Business & Management. Following her degree, Rebecca kick started her career within the HR profession after securing a role working within a large HR team in the Utilities industry, assisting with day-to-day people processes before coming to Fidelius to continue her career. Rebecca is committed to providing comprehensive and seamless front-line support for all managers & employees. Outside of work, Rebecca likes to be active mainly by volunteering with the Combined Cadet Force as well as socialising with friends and visiting new places.

Finance Team

Tom Eaton

Financial Controller

Tom Eaton

Financial Controller

The Facilities Team

Alice Ellis

Receptionist

Alice Ellis

Receptionist
Noreen Booth

Receptionist

Noreen Booth

Receptionist

Noreen joined Fidelius as our Receptionist in June 2021, becoming the welcoming face of our Bath office. She previously lived in London, where she worked as a Graduate Recruitment Manager for a leading accounting firm, successfully sourcing top talent for various roles. After relocating to Bath with her husband and two children, Noreen chose to focus on her family, where she dedicated her time to raising her two children, before she then joined Fidelius. The flexibility offered by Fidelius allowed her to balance her part-time work with her personal commitments. Noreen’s exceptional communication skills ensures that everyone who visits our Bath office feels welcomed and supported. Outside of work, Noreen enjoys walking her beloved golden retriever, Murphy, and cheering on the sidelines at football or rugby matches.

What our people say

03 — 05

“I started at Fidelius 6 years ago as a Business Quality Controller and have since been promoted to Compliance Advisory Manager. I’ve been supported every step of the way in a culture that truly values development and growth. Fidelius has shown huge flexibility and understanding I balance my career with the responsibilities of parenthood. I’ve been able to genuinely progress professionally without compromising family commitments.

Fidelius has invested in me with continuous training opportunities, mentorship, and hands-on experience that have helped to shape my skills and advance my career. I’m excited to see where my journey here will lead in the years to come!”

Claire White

“Over the past six years, I have progressed from a Wealth Management Administration role to become a fully qualified Paraplanner. Fidelius provided me with the time, guidance and support to be successful in my exams.

Since I passed the exams, I have been promoted through the paraplanning ranks and we’re already talking about future progression. I’m really thankful to Fidelius for the journey I have been on and I look forward to counting to grow with the company.”

Harry Vizard

“Since I’ve been at Fidelius been provided with excellent guidance and training and progressed from Wealth Client Executive to Wealth Management Administration Team Leader and more recently to Client Support Team Leader.

Over the past five years, I’ve received the coaching and support required to continue my development and reach my professional goal of becoming a leader. The culture and supportive environment allows me to take inspiration from my peers and the Senior Leadership team, as well as being provided with opportunities to challenge myself. I am excited to see how my career will continue to grow at Fidelius.”

Siani Medlock

“The Fidelius culture fosters an environment where people are actively encouraged to develop and grow both professionally and personally, which underpins their ethos of pursuing excellence.

I have benefitted from their commitment to supporting their team whilst obtaining the Level 4 Diploma in Regulated Financial Planning on my first attempt, and I am currently on my journey towards achieving Chartered status. I look forward to furthering my career at Fidelius and realising my dream of becoming a Chartered Financial Planner.”

Hardev Rathore

“I joined Fidelius in April 2021 and a short while later they introduced the ‘Path to Chartered’, investing in support and guidance to allow me to expand my knowledge and qualifications. As a result of this, I successfully reached Chartered status in Spring 2023.

My development has really been boosted by my peers. I have had so many opportunities to observe highly qualified advisers, with a wealth of experience, which has really helped me to learn from their best practice. As a result, I’ve developed my own approach to advising and shape the way I deliver a high-standard service to my clients to assist them in their financial journey. I can’t wait to continue to grow my career over the coming years.”

Sam Ormond

About Us

Our values

Our purpose

Our Impact

Doing business responsibly

Creating an inclusive and diverse culture

Our commitment to sustainability

Our People

Wealth Management Team

Adam Tarbard

Andy Strange

Carlton Hall

Chris Bence

Colin Fletcher

Craig Chapman

Dane Kerkin

David Bowman

Dean Foley

Ella Patel

Ian Croxall

Joanne Bottrell

Lee Grimshaw

Mark Wellings

Martin Grundy

Martyn Norris

Matthew Colman

Michael Lapham

Nathan Lennox

Nick Farnden

Nick Twist

Nishma Waite

Paul Barker

Paul Timmins

Priory Bazley

Rachel Henley

Sam Ormond

Sandy McPherson

Steve Ivory

Steve Workman

Employee Benefits Team

Jennie Wise

Mark Bradbury

Neil Cole

Steph Culpin

Stephanie Moorlen

Fidelius Mortgage Team

Keegan Grippo

Mike Cavin

Fidelius Leadership Team

Ian Fowler

Jim Grant

Duncan McKillop

Chris Phipson

Samantha Hay

Richard Armstrong

Steve Skelding

Andy Pike

Claire White

Conrad Wesson

Gareth Williams

James Mouland

Jennifer Christensen

Julie Kerridge

Michael Johnson

Sasha Bedells

Vicki Clarke

Victoria Walkington

Siani Medlock

Lee Waters

Laura Vranch

Central Investment Proposition Team

Charlie Julyan

James Driffield

The Human Resources Team

Rebecca Pink

Finance Team

Tom Eaton

The Facilities Team

Alice Ellis

Noreen Booth

Doing business
responsibly

Creating an inclusive
and diverse culture

Our commitment
to sustainability