Meet the Team
Andrew was formerly a Director of Chase de Vere, where he was based for 23 years. He was also a consultant at Chartwell until its merger with Close Asset Management in 2010. Andy joined Fidelius in 2012 and has an excellent track record in advising clients across the full range of financial planning issues. Andy specialises in working with families, and in particular wealth planning for future generations. He lives in Bath with his wife and is kept busy with his four sons and their families; whilst in his spare time Andy enjoys sports including golf and hill walking.
Bob started his financial services career in the late 1970's working in central London and Bristol for Lloyds Bank. He joined Edward Jones Ltd in 1998 as a stockbroker and financial adviser, and took on the management of their Bath office; building it up from creation, until December 2009. Bob joined Fidelius (then Money Wise) in March 2010, and is accredited by the Society of Later Life Advisers (SOLLA). Bob is married with three children and has lived in the Bath area since 1991. He is a keen sportsman, still actively playing tennis, golf, cricket, and football, as well as taking an active part in his local community and church.
Carlton is a Chartered Banker and Professional Financial Adviser with 30 years of experience in Financial Services. Carlton's early career was spent working for insurance companies where he gained experience in product design, marketing and sales. In 2003 he was invited to become an owner of IFS Group, a firm of independent financial advisers which grew successfully and was later sold to a large national firm listed on the London Stock Exchange in 2008. Carlton aims to deliver a service with genuine understanding and offers financial planning solutions that are tailored to clients’ individual needs and requirements delivered in an easy to understand manner. Carlton lives in Surrey with his wife Julie, two sons, Jaden and Codey and Rio the cat, who is the one really in charge…! Most of his spare time is spent on the side lines watching the boys in their many sporting pursuits, and Carlton also enjoys clay pigeon shooting.
Chris has over 16 years of financial advisory experience, most of it spent with Fidelius having joined the business in September 2003 from Chase de Vere. Prior to that, he gained a degree in history at Exeter University. Chris hopes to secure his chartered financial planning qualification this year and enjoys building long standing relationships with clients, as he helps them to achieve their financial goals. Having grown up in Bath, Chris has strong ties to the area and attended King Edward’s School on North Road. Chris lives in the village of Camerton with his wife Katie and their two cats. In his spare time he indulges in his twin loves of history and sport. He has played cricket for local side Bear Flat CC since he was 11 and has served as club secretary since 2012.
Colin has over 25 years’ experience in the Financial Services Industry. This includes 13 years working in two large regional law firms where he was instrumental in setting up their in-house financial services departments. Colin’s client base covers the retirement and financial planning needs of corporate and private clients drawn from a diverse range of industries including farming, law and owner managed businesses. Colin has a particular specialism in self-administered pensions, holistic financial planning and inheritance tax mitigation. In his spare time Colin is a keen golfer, and also enjoys the sport of shooting and long relaxing walks with his dogs.
Colin’s career started back in 1986 in the Banking sector with NatWest, where he developed an interest in the Financial Services industry, initially as a mortgage adviser in 1993 then became a qualified Independent Financial Adviser in 1996. Colin has gained valuable experience in the life, pension and investment markets during the last 20 years, working with professional connections and developing relationships with their individual and corporate clients. Colin specialises in pensions, investment and estate planning for individuals and corporate clients. He now lives in Hutton in Essex with his wife, two daughters and two cats. In his spare time, Colin is a keen golfer playing off a handicap of 14 and enjoys keeping fit by running at various events to raise funds for local and national charities.
Craig joined Fidelius (then Money Wise) in August 2009 from the Chartwell Group and specialises in advising private clients on investments, retirement and inheritance tax planning, as well as business owners on retirement and protection planning. Previously, Craig worked in the City of London as a derivatives trader and was one of the few traders to be a member of the LIFFE exchange from its opening in 1982 to its closure in 2000. Craig is married with two children and lives near Bath. Away from work, Craig likes to keep fit and is a keen supporter of Bath Rugby.
David has been employed in Financial Services since 1983 and was one of the original first 500 people to be awarded Chartered status when the qualification was launched. David joined Fidelius in 2016 coming from Ashcourt Rowan, where he worked for 13 years. David manages a portfolio of approx. 110 clients built up over many years, with approx. £75m invested. He believes the key to successful relationships with his many clients is trust. David lives in Saffron Walden, Essex with his wife, daughter and their two cats (Magwitch & Little Dorritt)! In his spare time David likes to cycle, draw and spend time with his family, especially if that is outdoors.
Dean is a Chartered and Certified Financial Planner with over 25 years of extensive experience in providing financial planning advice to HNW private clients, companies and trusts. He joined Fidelius in 2017, following a period of time managing financial planning businesses. Dean has a particular specialism in retirement and estate planning and enjoys helping clients achieve their life objectives. Now living in Hertfordshire with his wife and their football mad 10 year old son, Dean spends weekends coaching his son’s team. Outside of work/sport Dean enjoys spending time with his family and friends, he is also a keen Liverpool FC supporter and occasionally plays golf, very badly….!
Guy Joined Fidelius in December 2015. He is a Chartered Financial planner and Fellow of the Personal Finance Society, specialising in pensions and personal tax planning, holding advanced qualifications in pensions, trusts, personal tax and investments. Guy started his career in financial planning in 2012 working with Chase de Vere. Prior to this Guy honed his people skills and business acumen, working as a Business Development Manager for AXA Wealth. Guy is married to Amy, a make-up artist and lives in Hanham, near Bristol. Away from work, Guy chairs the learning and finance committees of the governing board at his local primary school, which his twin boys Ethan and Dexter, aged seven, attend. His daughter, Skye, aged three going on 18, keeps the whole family entertained!
Ian is a Chartered Financial Planner combining over 10 years of industry experience with a high level of technical expertise to provide tailored financial planning advice to both individuals and small businesses throughout the UK. Ian began his career in Financial Services in 2006 at The Haven Partnership Ltd, which became Fidelius in 2011. Ian prides himself on building a thorough understanding of client’s values and goals and only then providing them with impartial, bespoke financial solutions coupled with a comprehensive on-going review service. The Chartered title remains today’s ‘gold standard’ of excellence and integrity, and reinforces Ian’s commitment to raising standards of knowledge, capability and ethical practice, and the importance of professionalism. Ian is based in Cheltenham and provides holistic financial advice to an extensive range of clients. He is also a qualified Pension Transfer Specialist providing advanced pension planning solutions to private clients. Ian has lived in Cheltenham since 2001 and spends most of his time outside the office with his wife and son, Jasper. Ian likes to live an active lifestyle coupling his interest of health & fitness with his passion for golf.
Jon joined Fidelius as a Senior Financial Planner in July 2012. He has worked in Financial Services since 1988 and has previously held similar roles with Close Brothers, Chartwell Group, Cavendish Grant and Norwich and Peterborough Building Society. Jon specialises in helping individuals structure personalised financial plans and particularly enjoys working with clients to help mitigate Inheritance Tax liabilities. Jon lives in North Somerset with his wife, 2 children and Jack Russell. In his spare time Jon likes to travel, play golf, walk the dog and visit good restaurants.
Martyn joined Fidelius in 2011, having previously worked for The Haven Partnership Ltd. He has over 10 years’ experience in Financial Services, specialising in providing holistic financial planning solutions to a diverse range of HNW clients all over the country. His particular areas of specialisation include Pensions Advice, Investment Advice, Tax Planning, and Protection. Martyn is FCA Authorised and Regulated; QCF Level 4 Qualified (DipPFS) and currently working towards Chartered Status. Martyn is based in our Cheltenham office and lives locally. In his spare time Martyn is an avid sports fan. He also enjoys live music, stand-up comedy and is a regular Platelet Donor.
Nick is a Chartered Financial Planner with over 30 years of experience. He specialises in providing holistic financial advice to high-net-worth private clients, and has a particular focus on retirement and Inheritance Tax Planning. Nick joined Fidelius in 2016, coming from Ashcourt Rowan where he worked for almost 9 years. Nick lives in Cambridgeshire with his wife Andrea and sometimes his two student musician children. In his spare time Nick is a keen reader of fiction and modern history, and an enthusiastic pub quizzer. He tries to keep fit with swimming and the gym, and has the misfortune to be a Queens Park Rangers season ticket holder.
Nick joined Fidelius (then Money Wise) in August 2002 after obtaining a degree in Economics and Business Studies from Plymouth University. He is a Chartered Financial Planner, a Fellow of the Personal Finance Society, accredited by the Society of Later Life Advisers (SOLLA) and is an affiliate of the Society of Trust and Estate Planners (STEP). Nick is married, a father and lives near Bath. He is a keen sportsman and continues to play sport for local Bath teams.
Paul joined Fidelius (then Money Wise) in April 2011 and has particular specialism in retirement planning, asset management and workplace pensions (automatic enrolment). Paul has worked in Financial Services his entire career, originally 21 years with Chase de Vere where he was their Pensions Director, then at Punter Southall Financial Management where he headed their Bristol office; before taking a career break and subsequently joining Money Wise. Paul is married with three children and since moving from London, has lived and worked in Bath for over fifteen years. Paul says his keen love of golf keeps everything in balance.
Simon has over 27 years of experience working in financial services and has previously worked for Lloyds Private Banking, Prudential Private Financial Planning and Natwest Financial Services. His experience working within these organisations has provided the opportunity to work closely with private clients and corporate entities to assist them with their own wealth management and financial planning needs. Simon attained Chartered Financial Planner status in 2013 and joined Fidelius and in June 2015. Simon lives in Hampshire with his wife Fiona and children, Erin & Grace. In his spare time he is a keen golfer and likes to spend weekends in the outdoors with the family.
Steve has over 20 years’ experience in Financial Services and has been advising clients for over 15 years. During those years he has worked within a firm of accountants, for a large high street bank and also a major UK insurance company. Steve provides advice mainly to private clients but also works closely with corporate clients and runs financial education workshops to employees on a range of topics. Steve specialises in retirement planning, inheritance tax, business financial planning and particularly enjoys working with clients and their families on building and protecting their financial futures. Steve lives in Paddock Wood with his family and, in the little spare time his family allows him, Steve likes to roam the countryside, lose himself in a good book and get out on his mountain bike.
Colin started his Financial Services career 20 years ago within the wealth management arm of a Global Bank where he gained invaluable experience working with both retail and commercial clients. Colin has provided advice and consultancy services across a broad range of employee benefits during his career to date and therefore brings a wealth of experience to the team. Colin enjoys keeping active and spending time with his family, and currently lives in Essex with his wife Joanna and their three children Alfie, Charlie and Harrison.
Graeme has over 20 years’ experience in Financial Services, around half of which has been spent working with employers in relation to the benefits they provide their employees. Graeme has worked with employers around the country, and his particular specialism is in Workplace Pensions. From local, family run firms with a handful of employees, up to large nationwide companies with more than 3,000 employees, Graeme has assisted many employers in putting in place benefits programmes that help them recruit and retain staff. Beyond this, Graeme has also delivered Financial Education in the workplace across a wide range of subjects. Away from work, Graeme is married with two teenage daughters. When he isn’t providing them with taxi services, or supporting them in their own leisure pursuits, he enjoys going to the cinema and going out walking.
Lee has over 20 years’ experience in Financial Services, working for large insurance companies and banks during his career before moving into Employee Benefits with Fidelius. Lee provides guidance, advice and presentations on a variety of subjects from financial education to pensions freedom for employee’s of large national companies to smaller family run firms. Lee enjoys helping people with pension education and understanding what their retirement could look like with the right planning and guidance. Lee is married with two children and lives in Clutton outside Bath. He enjoys coaching youth football in his spare time, and also enjoys going to the gym and watching live football with his son.