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 NHS Pension scheme, as well as inheritance tax planning, protection and retirement planning. He began his advice career in 2000, working as an independent financial adviser for BMA Services. Paul is highly respected in the medical sector, having spoken about NHS pensions at numerous NHS trusts around the country.
Sophie Stradins has also joined Fidelius as a Financial Adviser. She is the first adviser appointed specifically to support Fidelius’ expansion into the North West. Sophie will play a key role in establishing and growing a new regional office, building a loyal client base and developing a local team.
Sophie is a next-generation, client-centric adviser with a gift for explaining complex topics clearly. Tasked with new business growth, she will focus on building relationships with local professionals and businesses, and supporting the local community.
Steve Skelding, Head of Commercial at Fidelius, said: “I am thrilled to welcome Paul Gordon and Sophie Stradin into the Fidelius family. Paul has a long and distinguished career and has an incredible depth of knowledge in financial planning for medical professionals. He is a fantastic addition to our business.
“Sophie Stradins is an excellent financial adviser who has spent more than five years developing her technical expertise and long-term client relationships and is now working towards Chartered status. With a particular passion for retirement and post-business sale planning, Sophie brings ambition and a fresh perspective to Fidelius.
“Being able to attract such high-calibre professionals to our business, which is now a top 30 advice firm, is testament to the great work we are doing at Fidelius. We have ambitious plans to grow and continue providing outstanding service to our clients.”
Paul Gordon, Head of Medical, said: “I am delighted to have joined Fidelius as it looks to expand the service it offers to medical professionals, who typically have very specific financial planning needs. Navigating the complex world of NHS pensions and retirement planning for practice owners requires specialists, and it’s pleasing to see Fidelius investing resources in this area. I look forward to helping Fidelius clients in the medical sphere meet their financial goals with specialist advice and support.”
Sophie Stradins, Financial Adviser at Fidelius, added: “I am proud to have been trusted to assist in leading Fidelius’ North West growth strategy. We anticipate that this region will be an increasingly important focus for our business in future and I look forward to forging strong relationships and finding ways Fidelius can bring its unique service to new local clients.”
The appointment of two new senior hires marks the next step in Fidelius’ growth plans. Both will also become shareholders in the business, reflecting our commitment to attracting top talent and giving them a stake in our continued and future growth.
The firm have strengthened their ability to deliver for key partnerships such as the British Medical Association while accelerating its M&A ambitions in the North West. Backed by Söderberg & Partners’ class‑leading technology, Fidelius continues to enhance its human‑led, technology enhanced model.
