Financial planning
Retirement planning
Investment strategy
Pension advice
Cashflow forecasting
Protection planning
Mortgages
Why Fidelius
In a world of choice, advice isn’t enough to get you to your financial goals. You need a plan to make it happen.
With Fidelius, you have a partner to discover your financial potential and make it a reality. We provide real-life financial planning, helping you build the life you want, with confidence.
Together, we make it happen.
The purpose of Evolve
We help people who feel traditional planning is too expensive or out of reach.
Perfect for anyone unsure what to expect from financial advice.
Designed for those who’ve never had exposure to financial planning.
Ideal for people beginning their financial journey with little in place.
For individuals who only need help with one or two key areas.
Great for those who don’t require full holistic planning.
Support for people with smaller arrangements looking to generate income.
Relatives can access the same service so no one feels left out.
In partnership with Iwant2know
Iwant2know has partnered with Fidelius to deliver our Evolve financial planning service
Objective based financial planning
Your goals are as unique as you are
Plan for your future
Create a realistic plan to achieve your goals
Award winning financial advice
Invest with clarity and confidence
The Evolve process
Simplified advice process
A flexible service offering one‑off or ongoing advice tailored to each individual’s needs.
Evolve client meeting
A focused 30–45 minute virtual or phone meeting to understand goals, gather information and explain the service.
Research & recommendation
We review existing plans, research suitable solutions and provide a clear, streamlined recommendation report with measurable objectives.
Presentation meeting & implementation
We walk through the recommendations, ensure full understanding, and handle all implementation through to completion.
Ongoing service
We provide an annual review and confirmation of ongoing suitability to keep your plan on track.
Meet your Financial Planner
Get advice from a qualified Chartered Financial Planner and see what steps you can put in place to help you live the life you want, with confidence.
Where do you want your retirement to take you?
Are you prepared for the future, whatever it looks like?
Have you got a plan to achieve your goals?
What do you want to get out of your investments?
Want to reach out to us?
Reach out to our team for a complimentary, no obligation initial consultation, by contacting evolve@fidelius.co.uk
Book a call
"Rachel has been like a breath of fresh air, unlocking the pension, transferring it to my control with a company with less administrative costs and now I can see gains in it’s growth" - Paul M, Client