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 named winner in Legal & Financial category at Bath Life business awards 2026
Fidelius, the Bath-headquartered advisory firm, is delighted to announce a win at the Bath Life Awards 2026. The firm scooped the top accolade in the Legal & Financial business category. The judges commented: “Some year for Fidelius! Major growth and merger, significant client increases and a clearly dynamic business engine.” The Bath Life Awards recognise […]
Fidelius announces partnership with leading later living provider supporting UK over 60s with bespoke financial advice
Fidelius, the Bath-based advisory firm, has partnered with one of the UK’s leading providers of independent later living communities, Pegasus Homes, to offer specialist financial advice to its residents. The partnership will see Fidelius help the communities of over 60s navigate the increasingly diverse options and implications of financial planning in later life, including common […]
Fidelius Update – Duncan McKillop to leave Fidelius
Fidelius today confirms that Duncan McKillop will be leaving the business to pursue a new role with Soderberg & Partners. The Board of Directors and CEO, Ian Fowler, extend their thanks to Duncan for his contribution to Fidelius during his tenure and wish him every success in the future. Fidelius remains committed to its strategic […]