Meet the Team

Chief Executive Officer

Ian is the group’s Chief Executive Officer, based in the Cheltenham office, living in Tewkesbury with his wife, son, and their dogs Calvin and Rosie.
Having joined Fidelius in 2013, as the company’s Finance Director, he became the Chief Operating Officer in 2020 and Chief Executive Officer in 2024. Prior to joining Fidelius Ian held a number of senior finance positions in financial services and manufacturing.

Ian now leads the business where he is privileged to work with highly professional and experienced colleagues who put client service at the heart of everything they do. He enjoys immensely being part of a leadership team that is always pursuing excellence.

Ian is keen to drive innovation in the business, focussing on ways to provide the best support to our client teams so they can focus on providing straightforward, value-adding, services to our clients.

Executive Chair

Jim is now Executive Chair at Fidelius after joining as CEO in 2012, to help shape and grow the business and client proposition. There will be considerable organic growth along with well-selected acquisitions. In fact, the last few years have seen significant growth in employee and business numbers. Recently we have received recognition for being one of Britain's top 100 companies to inspire and achieved our second consecutive Gold award through Investor In Customers.

Jim is a strong believer in the development of people and empowering them to achieve stretching goals. An experienced people and business manager with strong commercial acumen and proven success. Jim loves to receive great customer service and wishes to work with people who want to give great customer service and build a business together.

Director of Corporate Development

After 30 years of gained industry knowledge and experience, Duncan is a well-established strategic manager and Business Development professional, with strong relationship management skills. He possesses a broad external contact network within the wealth management marketplace.

Duncan works closely with CEO, Jim Grant, on the identification and development of new opportunities for client and corporate acquisition, and further support the growth of the business through enhanced brand awareness.

Duncan is married with two children and based in Bath. He has a long-held keen interest in cycling, rugby, cricket, and is currently learning to play Drums along with his teenage son.

Head of Finance

Chris is a Chartered Accountant who joined Fidelius from university in August 2014 where he studied Accounting & Financial Management. He qualified as a Chartered Accountant in 2018 and now leads the finance team at Fidelius who are responsible for financial reporting and the supply of management information throughout the business and externally. Chris has been a member of the Fidelius Board since April 2020.

Chris also has an active role in business planning as well as identifying growth and development opportunities for the business.
He believes that developing people is the most important factor to help the business remain agile in a changing business environment.

Chris has previously worked for a local firm of accountants based in Cheltenham, where he lives with his wife Zoe. In his spare time Chris is a keen golfer who also enjoys travelling and football.

Operations and Change Director

Samantha is the Operations and Change Directors at Fidelius Group; leading our Client Service Support, IT and Facilities teams. Samantha joined Fidelius in October 2016 as our HR Manager bringing with her skills from her time working with; Dyson, Southampton Solent University and the NHS. Samantha has developed a diverse set of skills and experiences which have led her to design and deliver a variety of projects across Fidelius Group as well as leading the HR team, securing her promotion to Head of HR in 2020 and making her well suited to her new role leading our Operations team which she started in March 2021. Samantha is passionate about leadership and developing high-performing teams, she is proud to a part of the Fidelius Group leadership team and enjoys taking on new challenges and experiences.

Head of Governance, Risk and Compliance

Richard joined Fidelius in 2016 and is our Head of Legal and Risk with overall responsibility for compliance within the Fidelius Group. Richard has over 30 years experience in Financial Services where he has held various roles, including that of financial Planner, which affords him an in-depth knowledge of the different aspects of the Group and wider industry. Richard believes in keeping things simple and for the business to provide an excellent quality of service to its clients. He is based near Bath and is married with 2 children.

Head of Commercial

Steve joined Fidelius as Head of Commercial in 2023, having spent over 30 in senior leadership roles in distribution and partnerships at Zurich, Brewin Dolphin and Octopus Investments. His role is focussed on driving organic growth across Financial Planning, Wealth Management, Employee Benefits and Mortgages and ensuring that the Teams across the business continue to provide excellent advice and value to our customers.

Having spent his entire career in adviser and client relationship roles, Steve has a passion for driving growth and identifying new opportunities to move the business forward. He will be working closely with our existing Appointed Representatives, Joint Ventures and Professional Intermediaries, while looking to develop new partnerships and supporting our acquisition plans.

Steve lives in Penarth (South Wales) and, in his spare time, loves travelling, playing golf, watching football and rugby and walking the family Cockapoo Ralf.

Deputy Head of Commercial

Neil joined Fidelius as Head of Commercial in 2022, having spent over 20 years at Zurich and 12 years at Octopus building and growing successful sales and customer teams. His role will focus on ensuring that the Planning Teams across the business continue to provide excellent advice and value to our customers.

Having spent a large proportion of his career in senior development and leadership roles, Neil is passionate about personal and business development and gets a huge buzz from seeing those he works with master new skills and approaches.

Neil lives in Oxfordshire and, in his spare time, loves watching his grown-up sons competing in their chosen sports (Show Jumping and American Football)’.

Regional Business Manager

Andy is Diploma qualified and has been in the financial services industry for over 35 years with a high level of expertise in all aspects of financial services. He has had many varied roles throughout his career in Banking, Insurance, Advisory and Investment Firms and has spent the last 25 years in Management roles.

Andy initially joined Fidelius in November 2011 as Head of Compliance coming from Close Brothers Asset Management but left in 2018 to work closer to home and returned to Fidelius in July 2020.

He specialises in Sales Management and Training & Competence; he prides himself on the development and success of the individual advisers.

Andy is based in Cardiff South Wales, where he lives with his family, in his spare time he likes to play golf, watch rugby and is a Level 2 qualified rugby coach and First Aider for his village club.

Compliance Advisory Manager

Claire is a Compliance Advisory Manager combining over 15 years of industry experience with a high level of technical expertise, and provides regulatory guidance and oversight across the Fidelius Group.

Claire has had various roles within the finance industry including being a Technical Paraplanner and then progressing to a Compliance role in 2014. Claire joined Fidelius in April 2019 as a Business Quality Controller, and was promoted to manage the team and secure this role in January 2022.

Claire is a member of the Personal Finance Society and holds the Advance Financial Planning qualifications along with the latest Pension Transfer Specialist qualification.

Claire lives locally to the Bath office with her Husband and young Son.

Client Service Manager

Conrad is married with two children and based in Bath. He has a love of cycling and when time allows he also enjoys a round of golf with family and friends.

After 29 years of gained industry knowledge and experience, Conrad joined Fidelius as a Client Service Manager in 2019. He has a passion and enthusiasm to deliver for the client and enjoys working collaboratively across the company to achieve this.

With a strong background in operations management, Conrad is keen to encourage a culture of togetherness and self-development where employees feel valued for their contribution.

Facilities Manager

Jennie is the Fidelius Facilities Manager, looking after our office locations, ensuring we provide our team with a pleasant, safe, and healthy place to work. Jennie joined Fidelius in May 2017, having worked as a General Manager in the leisure industry for 10 years.

Jennie has a wide knowledge and experience in both Facility and Health & Safety management, and enjoys the challenge of maintaining our portfolio of office spaces across a diverse set of locations and buildings.

Jennie is based in Wiltshire where she lives with her partner and two elderly cats. In her spare time, Jennie can be found pounding the pavements training for her latest long distance running event, or doing backflips in the gymnastics gym, a hobby she has maintained since she was only 5 years old.

Head of Client Services

Julie is highly experienced in leading our Wealth Client Executives and Administrators. She is passionate about client service delivery and business efficiency. Julie joined the Fidelius team in 2013 bringing with her a wealth of knowledge and experience from her many years in the industry.

In her spare time, Julie enjoys spending time with her family and friends, hiking, travel and roller coasters, her ideal vacation would encompass both National and Theme Parks!

Finance Manager

Kirsty joined Fidelius in January 2021 to lead the accounting function with supporting the business growth. Kirsty has over 10 years experience in developing financial reports and implementing accounting best practise. Kirsty is passionate about her team delivering quality and informative reports, to support the business objectives. Kirsty spends the rest of her time in the gym, on hikes or in the yoga studio.

IT & Systems Manager

Laura is the IT & Systems Manager for Fidelius, looking after our internal software and external contracts. Laura believes in using technology to improve efficiency and streamlining processes whilst keeping our client’s information as secure as possible.

Laura started working in Financial Services at 17 and has worked within the industry in a variety of roles to give her a good understanding of the business needs and regulatory requirements.

Paraplanning Team Leader

Lee has over 20 years’ experience in financial services, he presently leads a team of Paraplanners, overseeing regular reviews, appraisals, and providing technical support. Particularly Lee has specialist knowledge on offshore and expat services.

Lee is also responsible for training and development for the paraplanning team and maintains an involvement in technical report writing.

He holds a Chartered-level qualification and possesses various specialist qualifications from three different professional awarding bodies.

Outside of the office, Lee is married and has one child. He actively engages with the local community and is a local Councillor.

Head of Mortgages

Mike is an FCA regulated CeMap qualified Independent Mortgage Consultant combining over 18 years of industry experience. Mike has a high level of technical expertise in providing tailored and holistic mortgage advice especially to clients based and living overseas who are being paid in a foreign currency. Mike joined Fidelius in May 2021, coming from deVere Mortgages as Head of the department where he moved through the ranks from Mortgage Adviser, Senior Mortgage adviser, Mortgage Supervisor then Head of UK Mortgages.

In addition to his currently held CeFa Mike is studying towards his diploma in financial planning to expand his knowledge of the broader financial marker. He specialises in UK nationals living around the world who are looking to purchase property in the UK for both residential and buy to let purposes. Mike prides himself on providing a friendly high-level service which is pitch specifically for the audience and client he is in front of.

Mike is based in the Midlands, where he lives with his wife, and his cat Milo. In his spare time Mike likes to go fishing, mountain biking, DIY and watching contact sports.

Head of Employee Benefits

Mike is a Chartered Financial Planner and is a Fellow of The Personal Finance Society, with over 35 years’ experience working in financial services.

He has led many successful teams and is passionate about providing full holistic financial planning advice to his clients. Mike’s works ethic is ‘right first time every time’ to ensure all the clients he is responsible for gets the best advice and that it is executed at speed. Mike has worked in all sectors of the industry from Not for Profit, Bank assurance through to Ultra high net worth clients, on a personal and corporate basis.

Outside of work Mike is married to Linda and has three children, Daniel, Samuel and Georgie. As a qualified rugby coach he coached both of his sons from U7’s through to Colts, and enjoys watching all levels of rugby. Mike is Chairman of his local Debden branch of the Royal British Legion and is President of C group in the County of Essex. Whilst his children were at school he was governor of his local school for 7 years where he was Deputy Chairman. He is also a member of his Parochial Church Council.

Since retiring from coaching Mike enjoys going to the gym regularly and taking Billy their Golden Retriever for long walks to keep fit.

T&C Supervisor

Mike joined Fidelius in July 2022 and has worked in Financial Services in many varied roles from Team Leadership, Paraplanning, Management, Advisory and Operations in a 30-year financial services career. He is Diploma qualified and also holds qualifications in Mortgage Advice to enable him to provide accurate guidance in his role as the Training and Competency Supervisor.

Prior to working in Financial Services, Mike worked as an aircraft engineer and now resides in Havering in East London where he lives with his wife and three children. Outside of work he enjoys going to the gym, restoring cars and long walks with Monty the dog.

Change and Project Manager

Rob joined Fidelius in 2022 and is our Change and Projects Manager with overall responsibility for coordinating and implementing change within the Fidelius Group across all our Wealth, Employee Benefits and Mortgage business areas. Rob has over 20 years of very varied experience within Financial Services including project management, consultative, implementation, FinTech, acquisitions and paraplanning roles which gives him a unique and broad insight into the impact of how change is managed across all of our operational and advisory teams.
Rob also manages our operational analysis, auditing and reporting routines which in turn allows him to prioritise where most effective change can be applied and how new regulations can be best implemented.
Rob prides himself on bringing innovative ideas and solutions to the business, his attention to detail provides clarity on how the business is developing and is able to take complex business requirements and replay them in to simple and easy to adopt solutions. Rob is always looking to acquire new skills and is currently specialising in understanding how the firm can be inclusive to, support and engage with individuals across the neurodiverse spectrum.
He engages in a number of voluntary roles outside of Fidelius, including being a Board Member responsible for monitoring the safe, fair and humane treatment of persons in custody and is an effective stage manager for his local theatres. Rob has a passion for adventure travel, having completed some epic road trips in the Indian sub-continent, South America, Africa and Central Asia. The tougher the challenge, the better.

HR Manager

Sasha joined Fidelius in 2022 having spent 6 years working within the HR Team for a large Insurer. Sasha has a wealth of experience across all areas of HR having previously worked as a Strategic HR Business Partner as well as having supported a local Cancer Charity by chairing their HR Committee and sitting on their Board of Directors. Sasha is also a Chartered Fellow of the Chartered Institute of Personnel and Development.
Sasha is passionate about developing HR strategies and processes that ensure we create a supportive and inclusive environment that enables personal growth and embraces our culture and Company Values.
Outside of work Sasha enjoys playing tennis and keeping fit as well as spending time outdoors with her horse, Sky, and dog, Bella.

Client Support Team Leader

Siani Medlock, one of our team leaders, joined Fidelius in 2019.
With a strong foundation in client service, Siani holds the regulated diploma in financial planning, showcasing expertise in the field.
Siani's leadership skills and enthusiasm have been instrumental in driving our client service team to success.
Siani also holds a degree in English Literature and in her spare time, enjoys walking her Miniature Schnauzer.

Client Support Team Leader

Vicki, one of our Team Leaders, joined Fidelius in 2024. Vicki has worked in the Financial Services industry for nearly 30 years, around 20 of which have been in various management roles.
In 2010, after having spent 10 years at Chase de Vere, Vicki left alongside 2 of the Financial Planners to help set-up a brand new firm of Independent Financial Advisers. As Office and HR Manager she was highly involved in several aspects of Operations. The business grew successfully and was sold to Brewin Dolphin in 2019. Vicki remained at Brewin Dolphin as Office Manager of the Bath office until near the end of 2023.
Outside of work, Vicki lives in a village in South Gloucestershire with her husband and two young sons. In her spare time, she enjoys helping to renovate their 200-year-old cottage, dining out with friends and walks in the countryside. (Along with the odd glass of wine and slice of cake!!)

Senior Mortgage Adviser

Keegan is a FCA regulated CeMap qualified Independent Mortgage Adviser having completed his exams in 2017. Keegan has worked in FCA regulated environments for over 15 years and brings a wealth of experience to Fidelius having joined from deVere United Kingdom in 2021. Keegan has a high level of technical expertise in providing tailored and holistic mortgage advice especially to clients based and living overseas who are being paid in a foreign currency which has culminated in being named Mortgage Adviser of the year for both 2019 and 2020 along with Customer Service champion 2020.

Keegan specialises in all things property finance related from simple purchases or remortgages for clients both in the UK and overseas, all the way to bridging loans, development finance and self-build mortgages.

Keegan is based in Derbyshire, where he enjoys fishing and walking along with watching all manners of sport.

Mortgage Adviser

Nicholas is a Mortgage Adviser combining over 6 years of industry experience with a level of technical expertise in providing tailored and holistic advice to individuals and small businesses throughout the UK. Nicholas joined Fidelius in August 2021, coming from another Metro Finance Brokers Ltd where he joined as Mortgage Adviser for 2 years.

Nicholas is based In South Yorkshire, in his spare time Nicholas like traveling, taking regular walks and watching sports like Football and UFC.

Corporate Financial Planner

After 35 years in the industry, my passion for being an employee benefits consultant has only deepened. Over the decades, I've honed my expertise across all areas of the field, from medical benefits to risk management and pensions. What drives me is the profound impact I can make on the lives of employees and their families. Whether it's designing comprehensive healthcare plans that ensure access to quality medical services, or crafting pension strategies that pave the way for a secure retirement, I find immense satisfaction in knowing that my work directly enhances the well-being and financial security of individuals.
The dynamic nature of the benefits landscape keeps me engaged and motivated. I thrive on staying abreast of industry trends, regulatory changes, and emerging technologies to deliver innovative solutions tailored to each client's unique needs. My extensive experience equips me with a deep understanding of the complexities and nuances within the realm of employee benefits, allowing me to navigate challenges adeptly and provide strategic guidance that drives positive outcomes.
As I reflect on my journey, I am grateful for the opportunity to continue serving as a trusted adviser, leveraging my expertise to empower organizations and their employees to thrive.
I love to travel and experience different cultures and food offerings. I have followed our national football team to a number of countries over the years, including Brazil, Russia, France, Belgium and the Ukraine to name just a few, however my real passion is cricket and attending the World Cup final in 2019 at Lords is one of my most treasured memories.

Corporate Client Director

Mark has over 30 years’ experience in the Financial Services Sector. Having obtained a Diploma in Financial Planning, Mark has spent the last 20 years specialising in the Corporate Financial Planning arena, implementing and servicing corporate Employee Benefit arrangements. Providing a first-class service to his clients has enabled Mark to build long standing relationships with the companies he deals with.

Corporate Financial Planner

Neil has been in the Financial Services industry for over 35 years, specialising in consultancy and advice to Businesses, Charities, and their employees for the past 23.

Neil brings a wealth of experience in providing Employee benefit consultancy and advice to Employees. He has dealt with and provided advice on all aspects of Employee Benefits including core benefits such as Workplace Pension, Group Personal and Occupational Pension schemes, Group Life and Income protection. Ancillary benefits: Private medical insurance, group critical illness cover, employee assistance programmes, cash plans and dental and eye cover. Plus Online and technology based forms of engaging with Employee’s and Pension members.

Neil has a passion for delivering Financial Education and Wellness to members and employees of the schemes he looks after, believing that everyone can always learn from a bit more guidance. Neil is confident that Governance and Scheme reviews can only help an Employer provide the best for their employees and members plus remain compliant with current legislation and best practise. Neil’s guiding principle is for employees to value and fully appreciate the benefits their employer provides, and to achieve this a good strong practise of regular member engagement and education is required.

Neil lives in Chelmsford, Essex with his wife Julia and two children, William, and Ellie together with their Bernese cross Labrador Seb. They enjoy an active outdoor lifestyle either as a family or entertaining with relatives and friends. Travelling the UK in their touring caravan to tick off their list of visiting every county before the children get too old! When the weather allows, they can be found at their Beach Hut on the Essex coast, in a kayak, on a paddle board or flying power kites then relaxing after a BBQ. At other times their and the Children’s sports and recreational activities get fitted in but there is always time for a walk with the dog!

Corporate Financial Planner

Steph is a Corporate Financial Planner with over 18 years of industry experience in Pensions and Employee Benefits.

Steph joined Fidelius in April 2019 as a Client Service Manager specialising in delivering the Employee Benefits Platform to our Corporate clients and managing the Employee Benefits support team.

Steph is now a Corporate Financial Planner specialising in providing consultancy support to companies and their staff in respect of workplace pensions, protection, healthcare and platform benefits.

Steph is based in Bristol and in her spare time enjoys travelling and spending time with her friends and family.

Associate Corporate Financial Planner

Stephanie is an Associate Corporate Financial Planner who prides herself on providing tailored and holistic guidance and support to businesses and HR teams throughout the UK, specialising in helping companies expand their health and wellbeing offering to employees across the UK. Stephanie joined Fidelius in April 2020 with several years of industry experience and has continued to develop her high level of technical expertise. She is currently studying towards her Level 4 Diploma in Regulated Financial Planning.

Stephanie is based in Bristol, where she lives with her family and ever-growing list of animals. In her spare time, Stephanie enjoys horse-riding and snowboarding, growing her vegetable patch, and baking goodies for the office using eggs from her own chickens.

Financial Planner

Adam graduated from the University of the West of England with a degree in biological sciences, before changing direction into Finance. Adam started his financial career at Chase de Vere, before leaving to join Fidelius in 2016.

Adam loves to help clients work towards and achieve their financial goals, through personalised holistic financial planning.

Adam is based in Bristol with his wife Jess and two young children. On weekends he can often be found following his children around the many parks, soft play areas or zoos around where he lives.

Financial Planner

Andy joined Fidelius in 2020 from Chartered Financial Management(UK) Ltd. He has over 30 years of experience as a Financial Planner, during which he has accumulated a great deal of knowledge and experience which has enabled him to provide professional advice to clients, both individual and corporate, in meeting their goals and aspirations. Andy specialises in providing retirement planning, investment, and inheritance tax planning through holistic financial advice.

Andy has lived in Wiltshire for the last 17 years with his wife and children. He enjoys golf, increasing his knowledge of the Spanish language and culture, and exercising his two slightly mad Springer Spaniels.

Director

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.

Senior Financial Planner

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.

Chartered Financial Planner

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 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 children and 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.  

Senior Financial Planner

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.

Chartered Financial Planner

Dane is a Chartered Financial Planner with over 10 years of financial services experience across investments, pensions and financial planning.

He joined Fidelius in 2017, having previously lived and worked in Bristol after graduating from Exeter University with an English Literature degree.

Dane specialises in helping clients to plot a course to financial wellbeing in Plain English, balancing his technical knowledge with clear and concise explanations and recommendations.

Dane fills his free time with football, tennis, attempts at gardening, and a growing as-yet-unread book collection.

Financial Planning Director

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.

Chartered Financial Planner

Dean is a Chartered and Certified Financial Planner with over 30 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 managing financial planning businesses. Dean has a specialism in retirement and estate planning and enjoys helping clients achieve their life objectives. Now living in Hertfordshire with his wife and their sport mad 13 year old son, Dean spends weekends coaching his son’s football team. Outside of work/sport Dean enjoys spending time with his family, friends and is a keen Liverpool FC supporter.

Chartered Financial Planner

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.

Financial Planner

James joined the Financial Services industry in 2001 in the banking sector before progressing to regulated Financial Services in 2005. Since then he has worked as both a technical Paraplanner and Financial Planner.

James qualified as a Financial Planner in 2006, and possesses a broad array of technical know-how, together with extensive experience of providing bespoke Financial Advice to a diverse range of clients for many years.

James takes great pride in the difference he makes to his clients lives and their plans for the future, building a bespoke plan which is unique to each individual client. He attributes his success from taking the time to really understand each client’s needs, circumstances and motivations.

James is an outgoing character with a positive “can do” attitude who always puts the best client outcome at the heart of everything he does.

Originally from Norfolk, James now lives in Nottinghamshire with his wife and has memories of the free time he used to have to engage in hobbies and interests, before a time consuming, but utterly amazing, Cocker-poo invaded their lives 2 years ago, so he now has no issues getting his 10,000 steps a day in!

James enjoys attending live music and has a penchant for good old rock music.

Chartered Financial Planner

Lee Grimshaw is a Chartered Financial Planner, combining over 16 years of industry experience with a high level of technical expertise in providing tailored and holistic advice to individuals and small businesses throughout the UK.

Lee joined deVere United Kingdom in July 2012, which later became part of Fidelius in May 2021. Having previously worked for a UK centric company for 7 years, his time at deVere United Kingdom has largely been spent helping clients who have spent time overseas. This has provided Lee with an insight into the types of challenges those individuals face when returning to, or moving to the UK, for the first time.

Lee helps his clients navigate their way through the financial challenges they face by focusing on the fundamentals. Striving to make their money work harder for them whilst protecting themselves and family from the unforeseen.

Lee is based in Cheltenham, where he lives with his family. In his spare time Lee regularly visits the gym, enjoys his football and travelling when able.

Senior Financial Planner

Mark is a Senior Financial Planner combining over 22 years of industry experience with a high level of technical expertise in providing tailored and holistic advice to individuals and small businesses throughout the UK. Mark joined Fidelius in May 2021, coming from deVere United Kingdom where he joined as a Family Wealth Manager in April 2019. As an independent whole of market adviser he specialises in providing innovative, visionary and proven wealth management for all of his clients and prides himself on building real and long-lasting relationships with his clients. Mark is based in South Yorkshire, near Sheffield, where he lives with his wife Diane and their dog Molly. In his spare time Mark likes to spend quality time with his friends and family, socialising. By going out to the cinema, theatres enjoying shows and concerts. He is a long-suffering Sheffield Wednesday supporter and is looking forward to renewing his season ticket and watching them again in the ground next season.

Financial Planner

Martin is a Financial Planner combining over 20 years of industry experience with a high level of technical expertise in providing tailored and holistic Financial Advice to individuals and small businesses throughout the UK. Martin joined Fidelius in May 2021 following 7 years of employment with deVere United Kingdom where he joined as an Independent Mortgage Adviser for 6 years before moved into Financial Planning. He is currently studying toward his Chartered Status.
Martin believes that the key to helping clients is to have open and honest discussions, getting to know each other and developing trust. He enjoys financial planning and feels a sense of satisfaction in knowing he has genuinely helped a client. A Thank you from a client provides a feeling of great achievement.
Martin is based in Mansfield, Nottinghamshire, where he lives with his family. In his spare time Martin enjoys all Sports and being outdoors.

Financial Planner

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.

Chartered Financial Planner

Matt is a Chartered Financial Planner and Fellow of the Personal Finance Society with over 35 years of experience in Financial Services. Matt’s early career was spent in Banking where he learned tools required to build long-term client relationships. From Banking, he moved to the regulated advice arena in 1995 and, since then, has accumulated a great deal of knowledge and experience as a Financial Planner. His main aim is to deliver a service which fully understands clients’ needs and, equally important to him, to be able to provide solutions which are comfortably understood by the client. Matt specialises in providing retirement, investment and inheritance tax planning through holistic financial advice.
Matt lives in Somerset with his wife, Stephanie, and they have three children – two of whom are through University with the third flourishing at Secondary School. Most of his spare time, when not walking his two dogs or driving his family to events, is spent volunteering locally or watching any sport at all! Matt says he has spent, or so he feels, a lifetime serving and playing rugby for Wellington RFC, and is currently President of the club.

Financial Planner

Nathan is a Financial Planner with over 10 years of experience in financial services, including 6 years providing holistic financial planning advice to his clients. Nathan has worked with clients in the UK, Middle East and Europe, helping them with their planning needs that include retirement planning, protection planning and investment planning.

Nathan believes that developing strong relationships and trust with his clients has been the key to navigating them through the choppy waters of life and money, helping guide them towards their goals with the support of his knowledge and expertise.
Nathan is based in Kent, where he lives with his family and is studying towards Chartered Status. In his spare time, Nathan enjoys sports, playing outside with his son and building computers.

Financial Planning Director

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 is based in Cambridgeshire, 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.

Chartered Financial Planner

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.

Chartered Financial Planner

Nishma joined Fidelius in January 2024 as a Chartered Financial Planner and Fellow of The Personal Finance Society. She has worked in the financial services industry for over 25 years predominantly working with business owners and lottery winners to help them achieve their goals through spending time building a robust plan. She has worked with many clients over the years providing holistic financial planning and has specialised in retirement and succession planning. Nishma is passionate about working with people to help them achieve their goals. She works closely with her clients to ensure they create a bespoke financial plan and review this regularly to keep on top of changes both personal and external. It has always been important to Nishma to ensure that that her clients can concentrate on enjoying their lives with the peace of mind that their financial plans are being reviewed and updated where appropriate leaving no stone unturned.

Nishma lives in Bristol with her twins and enjoys cooking and seeking out new eateries that are always popping up over the city. When she’s not eating, Nishma also enjoys travelling, skiing and kickboxing.

Chartered Financial Planner

Paul joined Fidelius in 2022 from Evelyn Partners in London. Paul began working in financial services over a decade ago, after finishing his master’s degree in International Finance at the University of Kent. He is a Chartered Financial Planner and specialises in working with those in the medical profession and their families.

His aim is to build an evolving strategy that helps clients to make confident and competent financial decisions, as well as focussing them on those things that are most important. Success means helping clients find peace of mind, improving their access to opportunities and increasing their feeling of financial empowerment and freedom.

In his free time, Paul lives in Bristol with his wife Annie and enjoys keeping fit, travel and all things ‘foodie’.

Financial Planning Director

Paul has over 25 years of financial advisory experience, most of which was building and running his own business Robson Taylor IFA, before joining the Fidelius Group with his team in 2021.

Paul specialises in pensions and investments for both personal and corporate clients. Paul takes great pride in the advice he provides and this is evident in the long-term relationships he has formed with many of his clients being with him for over 20 years. He now looks after three generations within some families which demonstrates his passion for delivering a professional personal service which is well respected by his clients.

He lives with his wife Debbie and their two sons, Noah & Henry. In his spare time he loves to travel and spend time with his family, whether it be walking, cycling, kayaking and anything else outdoors.

Associate Financial Planner

Priory has recently returned to the UK to join Fidelius, following 5 years of working abroad as an international adviser in Milan, Switzerland, and Budapest. Throughout this time her focus has always been to provide holistic financial advice to clients with complex goals. Priory believes the biggest element of financial planning is trust and the relationship that is built between a client and advisor. Having seen the difference between having and advisor and not with her parents, she strives to advocate for all her clients. She is level 4 qualified whilst working towards achieving Chartered status.

Priory has returned back to Essex, having moved away over 10 years ago and outside of work, enjoys playing, coaching and umpiring in schools and the local league. Alongside this, she spends majority of her time adventuring with her dog, training for marathons, triathlons, Ironmen etc. when not seeing family and friends.

Chartered Financial Planner

Rachel is a Senior Financial Planner with over 20 years experience in Financial Services and has been advising clients for over 14 years. Rachel joined Fidelius in 2020 when Chartered Financial Management (UK) Limited was acquired by the Fidelius Group.

Rachel specialises in helping individuals structure personalised financial plans and focuses mainly on advising employees within corporate companies. She prides herself on developing long term relationships with clients, as she helps them to reach their financial goals.

In her spare time, Rachel likes to play tennis and spending time with her family and friends.

Financial Planning Director

Russell was the introducer of the merger of Chartered Financial Management (CFM) and the Fidelius group. Russell founded Chartered Financial Management in 1998 and having sold to Pacific Asset Management in 2018, assisted their growth and was the catalyst behind the strategic partnership.

Since joining Fidelius Russell has developed a new proposition namely “Corporate Wealth” which he brings from CFM. He will be working closely with our corporate clients, to help them better engage with their staff. In addition, Russell continues to manage an existing long-term client bank.

Outside of work, his main passion is fitness and training, having previously competed internationally at Tae Kwon Do, he continues to train most days at whatever the body now allows!

Chartered Financial Planner

Sam graduated from the University of Wales Institute Cardiff with a degree in Accounting and Finance. Sam began his career at IAG in Sydney, he then worked for Hargreaves Lansdown when back in the UK. Sam began working for Robson Taylor IFA in 2017, who then joined the Fidelius Group in 2021.

Sam loves to build relationships and provide quality, holistic financial planning.

In his spare time Sam can be found outside, either playing golf, cycling or on the coast in his beloved Tenby.

Chartered Financial Planner

Sandy has 19 years experience in the Financial Services Industry. He has spent the last 12 years as a Financial Planner, providing technical expertise in tailored and holistic financial planning to both individual clients and small businesses.
Sandy specialises in working with company directors and shareholders to enable their companies to benefit from personal financial planning in the most efficient way, and creating a realistic retirement plan, to help his clients through their retirement journey.
Sandy prides himself on his integrity and enjoys helping his clients to understand the journey they are going through and how best to reach their goals and objectives.
Sandy is based in Netley near Southampton, where he lives with his family, Sandy spends most of his spare time on the water or on the golf course.

Financial Planner

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.

Senior Financial Planner

Steve is a Senior Financial Planner combining more than 20 years of industry experience with a high level of technical expertise in providing tailored and holistic advice to individuals and businesses throughout the UK.

Steve joined Fidelius in September 2019, coming from a background in Private Banking, Retail Banking and Accountancy. Has also enjoyed working with expats giving financial advice in countries such as, Spain, France, Gibraltar and Kazakhstan.

Steve is based in Devon, where he lives with his wife Helen and 2 children. In his spare time Steve likes to watch Bristol City FC and go for long walks with the family’s adopted Spanish Water Dog Mimi.