The Future of Zen Wealth and Fidelius Wealth Management
Structured Handover Process
As you know, Zen was an appointed representative of Fidelius Group, and with Patrick’s intention to retire later this year, Fidelius have acquired the remaining shares in the business, with effect from 31st July 2024. In order to affect a structured handover process with his clients, he has taken on a formal role at Fidelius until the 31 January 2025, and will be contactable via the details below.
We are confident that you will continue to receive the level of service that Patrick has previously provided to you.
"As I step into retirement, I want to express my heartfelt gratitude all my Clients for your trust and loyalty over the years. Rest assured, you are in excellent hands with Fidelius. Their commitment to providing top-notch financial advice and wealth management services mirrors the values we upheld at Zen Wealth. I have full confidence in their ability to continue supporting your financial journey."
Patrick Murphy
"It has been a pleasure working with Patrick since he joined as an appointed representative in 2020. Throughout this time he has consistently delivered the very best in client service, and I know both his clients and ourselves are very grateful to have had the opportunity to work with him. I take this opportunity to wish Patrick the very best for the future. We hope to see him at future social events."
What are the next steps?
If you were previously a client of Zen Wealth, you have been transferred to Fidelius and will continue to receive the same ongoing service, and we will continue to update your Financial Plans at your annual review in line with your objectives.
Chartered Financial Planner
We are delighted to announce that Michael Lapham, a Chartered Financial Planner, will take over from Patrick, once he has retired.
Contacting Us
Fidelius Head-Office Address
Fidelius Ltd,
No. 1 Bath Quays,
1 Foundry Lane, Bath, BA2 3GZ
The telephone number remains unchanged and is 0345 241 6500
Patrick’s email address will be changing to patrick.murphy@fidelius.co.uk
You may contact Michael directly on michael.lapham@fidelius.co.uk
Any emails which you send to the former zen-wealth.com email addresses will automatically be forwarded. Any emails that you receive from us will be from the new email addresses.
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