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Planning for you
Reaching your goals, together
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Services for businesses
Making sure you’ve got everything covered
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Partnerships for financial advisers
A different way of thinking for IFAs
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Strategic professional partnerships
A new model of collaboration
Services for businesses

Have you got everything covered?

In a world of endless priorities, you don’t always have the capacity for the what ifs.

Making sure you’ve got everything covered

You need a plan for the unexpected, the challenges, the future. With Fidelius, you have a partner that will support your business through thick and thin, with a plan of action and a roadmap to get there.

Services for businesses

Employee benefits that work for your business

Your people are at the heart of your business. A good benefits and rewards package can help you attract and keep the best employees.

  1. With access to the right financial education and a variety of benefits, your team will feel supported, and you will be able to attract and retain your best talent.
  2. Our Benefits Platform provides a home for all your employee benefits including guidance programmes, support services and discounts as well as your other benefits such as holiday buy and sell. The platform also creates a comprehensive reward statement which gives your people a full picture of what you offer and provide for them.
  3. Our experienced team will take the time to understand your goals and design a benefits package that aligns with your company's objectives.
Let’s make it happen
Employee benefits that work for your business
Services for businesses

Financial planning for your business

As a business owner, you need to make sure you are making the most of any tax relief that’s available to you so your business is structured for success.
 
We’ll work closely with you to be as tax efficient as possible with any wealth within your company.

Let’s make it happen
Financial planning for your business
Services for businesses

Keeping your business secure

How prepared are you for unexpected events? Long-term illness or the loss of an employee can really impact your business. With the right plan and the equivalent of a company will in place, you can safeguard the future.

We’ll work with you to create a real-life safety net against these rare, but potentially challenging times.

Let’s make it happen
Keeping your business secure
Services for businesses

Making your cash work harder

Are you making the most of your excess cash? If you’ve got any surplus funds, they shouldn’t sit idle. You need a plan to put them to work.
 
We’ll help you create new growth opportunities based on your business, so your cash works as hard as you and your team.

Let’s make it happen
Making your cash work harder
Services for businesses

Preparing for what happens next

What is your plan for the future? Succession and exit planning will help you stay ahead so you’re prepared when it’s time for change.
 
Let’s build a practical and clear plan together, so your business is ready for whatever comes next.

Let’s make it happen
Preparing for what happens next

What are you looking for?

Our tailored solutions for individuals, businesses, and professional partners, provide personalised financial planning, corporate services, and collaborative expertise to help meet your unique needs.