Fidelius
Finance · United Kingdom · 51-200 Employees
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Overview
Headquarters
91-99 New London Rd, Chelmsford, Essex, ...Phone Number
+44 3452416500Website
www.fidelius.co.ukRevenue
$14.1 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Fidelius
Fidelius is a financial services business that is committed to providing independent financial advice to individuals, families, businesses, trustees and deputies. The company works alongside other professional advisers providing financial planning and investment advice. This includes advice during divorce, planning for later life care needs, inheritance tax, investment advice for trustees (to comply with the Trustee Act 2000), retirement planning, financial settlements, cash flow forecasting and investing Court of Protection and Personal Injury awards. Many of the company's financial advisers are Chartered and or Certified, and the company has a number of Fellows of the Personal Finance Society (the highest possible accolade for a financial adviser). Many of the company's advisers have also obtained more specialist qualifications, including the Society of Trust and Estate Planners (STEP) and Society of Later Life Advisers (SOLLA) accreditation as well as having a number of the company'Read more
Fidelius Org Chart
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Fidelius is experiencing very low activity levels compared to other companies in the Finance sector.
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Fidelius is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Fidelius.
Fidelius Tech Stack
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Fidelius News & Media
Fidelius takes stake in IFA Vobis - International Adviser
Vobis has over £140m in assets under managementFidelius acquires minority stake in Vobis Ltd - The Intermediary
Fidelius has taken a non-controlling stake in Vobis Ltd, a financial planning business focused on high-net-worth (HNW) clients.Fidelius takes minority stake in London IFA Vobis Ltd - Money Marketing
Fidelius has acquired a minority stake in London-based advice firm Vobis Ltd as it looks to expand its footprint in the high-net-worth space. Vobis, which manages over £140m in client assets, specialises in financial planning for high-net-worth individuals.
Read more news
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Fidelius is a financial services business that is committed to providing independent financial advice to individuals, families, businesses, trustees and deputies. The company works alongside other professional advisers providing financial planning and investment advice. This includes advice during divorce, planning for later life care needs, inheri... Read More
