Fidelius and Lawrence Stephens launch joint venture LS Wealth
Fidelius, the Bath-based advisory firm, and Lawrence Stephens, the London-based law firm, today announce a new joint venture, LS Wealth. This new venture will combine Lawrence Stephens full-service legal expertise with Fidelius’s fast-growing, objective-based financial planning business to create a fully integrated experience for clients. Lawrence Stephens is an ambitious, fast-growing, full-service law firm with […]
Fidelius appoints Paul Gordon to lead medical financial planning arm
Fidelius today announces it has strengthened its team of financial planning experts with two senior hires. Paul Gordon has joined the business as Head of Medical. He was previously at atomos Wealth, where he was Head of Medical Specialist Wealth Planning. Paul has more than 25 years of experience advising medical professionals, especially on the […]
Fidelius scoops “Investment Advice Firm of the Year” at the 2025 Money Marketing Awards
Fidelius is delighted to announce it has been named “Investment Advice Firm of the Year” at the Money Marketing Awards 2025. This prestigious award recognises the significant growth of the business as well as the firm’s commitment to delivering high-quality, objective based advice to its growing client base. Held last Thursday 11th September at the […]
Fidelius announces merger with IFA Timothy James & Partners
Fidelius, the fast-growing advisory firm, announces it will complete today its merger with London-based wealth manager Timothy James & Partners (TJP). The combined business will comprise 50 advisers, revenues of more than £30m and AUM of over £3bn. The group will service a wide range of clients with specialisms in the SME, professional, medical, arts […]
Fidelius appointed as exclusive partner to British Medical Association
Fidelius, one of the UK’s fastest-growing independent adviser firms, is today pleased to announce a partnership with the British Medical Association (BMA). Under the agreement, Fidelius becomes the BMA’s sole provider of financial-planning advice to its almost 200,000 members across the UK. Through this collaboration, BMA members will have direct access to a comprehensive suite […]
Fidelius charity partners from 2025 to 2027
We have always been a proud contributor to the local community, from sponsorships to donations and employee volunteering. As a responsible business, we provide and support everyone with the opportunity to be able to make a difference in their local community by allowing time off for pro bono volunteering or volunteering in the local community […]
Fidelius takes stake in established IFA, Vobis Ltd
Fidelius, the fast-growing Bath-based IFA firm, today announces its investment into Vobis Ltd, a financial planning business specialising in high-net-worth clients. Fidelius will acquire a non-controlling holding in Vobis Ltd and will support the growth ambitions of Vobis through a long-lasting partnership improving both productivity and technological efficiency. With over £140m in assets under management, […]
Fidelius positions for growth with rebrand and expansion plans
Fidelius, the Bath-based advisory firm, today announces significant expansion plans with business rebrand. With the backing of Swedish wealth manager Sӧderberg & Partners, which took a minority stake in the business last year, Fidelius plans to double assets under management by 2029 and is on track to become a top 20 IFA by size within […]
The Future of Zen Wealth and Fidelius Wealth Management
Structured Handover Process As you know, Zen was an appointed representative of Fidelius Group, and with Patrick’s intention to retire later this year, Fidelius have acquired the remaining shares in the business, with effect from 31st July 2024. In order to affect a structured handover process with his clients, he has taken on a […]
Deal Completion Fidelius announces growth plans after Söderberg & Partners takes minority stake
Fidelius, the Bath-headquartered advisory firm, today announces its growth plans as the FCA approves an investment from Söderberg & Partners. The FCA has given approval for an investment in the Fidelius from Swedish wealth manager Söderberg & Partners. In January it was announced Söderberg & Partners would buy a significant minority stake in Fidelius for an […]