Fidelius acquisition of The Haven Partnership Ltd

As you will be aware, Fidelius, one of the UK’s most progressive 
Independent Financial Advisors and Employee Benefit Consultancies,
has acquired The Haven Partnership Ltd. Richard Cook and the team
of advisors and staff in Cheltenham are firmly part of our future
plans for developing the business.

Former Managing Director of The Haven Partnership, Richard Cook, said:

“This decision has not been taken lightly and the continuation and improvement of our services to you was a key consideration in our decision to become part of Fidelius.

Fidelius is a strong organisation with an ingrained commitment to deliver an exceptional client service based on professionalism, integrity and honesty and firmly supports the commitments we have made to you over the years and for the future.”

Advisory financial services in the UK are undergoing huge changes and the FSA have championed the need for higher qualifications for advisors along with greater transparency of charges for their clients.  As an organisation we are strongly in agreement with this ethos and have spent significant time preparing ourselves for the enforced changes on the industry that will take effect on 1 January 2013.

The combined business will enable myself and our team of dedicated employees to further enhance our range of services to you.

On behalf of everyone at Fidelius may I thank you for your commitment to The Haven Partnership and we very much look forward to looking after your financial planning needs in the future.

Welcome to Fidelius.

Alan Phillips
Managing Director