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 of services that includes:
- Financial planning using cash-flow modelling: goals-based, holistic planning for every career stage
- Pension planning: private and NHS pension planning (including McCloud Remedy support)
- Protection: insurance cover to protect your family and ensure your financial plan is secure in the event of sickness, illness or death
- Wealth and investment management: independent, well researched investment solutions for all objectives and investing styles
- Employee benefits consulting: support for partners, practices and medical businesses for employers
- Specialist mortgage advice: tailored lending solutions that recognise NHS pay structures and career pathways.
Fidelius also has available its Evolve proposition for resident doctors, ensuring those starting their careers can receive high-quality, cost-effective advice to secure their financial future.
Trevor Pickersgill, BMA Treasurer, said: “We are pleased to announce our partnership with Fidelius to provide independent financial advice to our members. With specialist advice for medical professionals and an enhanced range of services, we are confident Fidelius will best serve the individual needs of all BMA members.”
Steve Skelding, Head of Commercial at Fidelius, added: “Following an extensive due-diligence process, we are delighted that the BMA has chosen to work with Fidelius. We are very excited to provide financial planning, wealth management and mortgage services to the organisation’s entire membership, and we look forward to a long collaborative relationship.”
Fidelius has been working to build its profile in the advice market and has grown significantly since launch in 1998. The business has expanded through organic growth and acquisitions, supported by investment from Swedish wealth manager Sӧderberg & Partners, which took a minority stake at the start of 2024. Fidelius recently announced it was to take a significant stake in financial planning business Vobis Limited.
About Fidelius
Established in 1998, Fidelius is an award-winning independent financial-planning, wealth-management and employee-benefits firm with offices in Bath, Chelmsford, Nottingham, London and Cheltenham. Our mission is simple: to provide clear, personalised advice that empowers clients to live the lives they want.
About the British Medical Association
The BMA is the professional association and trade union for doctors and medical students in the UK. Representing almost 200,000 members, it provides a unified voice for the medical profession and campaigns tirelessly to improve health and healthcare.
