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 an entrepreneurial outlook. Their clients include privately owned, founder-led and private equity-backed businesses, challenger banks and financial institutions, as well as the individuals who own and manage these. United by an entrepreneurial mindset and growth ambitions, they value practical, commercially focused advice from advisers who understand their businesses.
Fidelius is an objective-based financial planning that is headquartered in Bath but with a national footprint. The business has seen significant recent expansion with the backing of Swedish wealth group Sӧderberg & Partners, which took a stake in Fidelius in 2024.
The new venture, LS Wealth, is a trading style of Fidelius. With a seamless client experience at its heart, the joint venture will see strong collaboration between the two brands, expanding the proposition for both firms and increasing opportunities to generate leads and referrals.
Steve Skelding, Head of Commercial at Fidelius, said: “We are excited to have the opportunity to work closely with the skilled professionals at Lawrence Stephens as we launch our new venture, LS Wealth. There is a close cultural fit between our two businesses, rooted in exceptional client service. Our brands also feel aligned in terms of our commercial approach, so we look forward to seeing what we can achieve as we join forces in this way.”
Steven Bernstein, Chief Executive Officer at Lawrence Stephens, added: “We’re delighted to team-up with Fidelius. We believe that a joined-up approach from professional advisers can provide the optimum outcome for our clients. Fidelius’ clients often engage with them at some of the most critical stages in their personal or business journey. It’s no surprise then to find that they are often seeking legal advice at the same time as reviewing their wealth management options. We have enjoyed a longstanding relationship with their like-minded team who share our values, ambition and commitment and we look forward to working with them in this exciting new venture”
With offices in Bath, Cheltenham, Chelmsford, London and Nottingham, Fidelius offers a suite of advisory services including wealth management, employee benefits, corporate wealth, mortgages and financial relocation support. Launched in 1998, Fidelius has grown significantly through both organic and M&A expansion with support of Nordic-based Soderberg & Partners. The use of their advice-centric technology allows Fidelius and its acquired firms to spend more time with clients through a human led, technology supported approach.
Last year Fidelius became an exclusive partner to the British Medical Association, providing access to offer financial advice to its 200,000 members across the UK. Earlier this year, Fidelius announced the appointment of Paul Gordon who joined from Atomos Wealth to head up Fidelius’ specialist medical wealth planning arm. Sophie Stradins also joined the business as a Financial Adviser to support Fidelius’ expansion into the North West.
Recently, Fidelius announced its sponsorship of Row for Life, a three-woman Pacific crossing to raise vital funds for Cancer Research UK.
