Regulatory Information

This page gives an outline of our companies and their registration details. For more information please contact us.

Wealth Management & Employee Benefits Services:

Fidelius Ltd, UK Registered No: 3658809
Registered Office: Alexander House, James Street West, Bath BA1 2BT.

Authorised and regulated by the Financial Conduct Authority

Complaint Handling

We take complaints very seriously and we do everything we can to resolve them as quickly as possible.  You can read how we handle complaints in our Complaints Procedure.

After we have investigated a complaint and provided our response, if you are not entirely satisfied with the outcome, you are able to refer your complaint to the Financial Ombudsman Service (FOS). "The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit  www.financial-ombudsman.org.uk

Further information can also be found in their leaflet: Your complaint and the ombudsman

Alternatively, where your complaint relates to products or services purchased online, or by other electronic means such as by email, you may refer your complaint to the online dispute resolution (ODR) platform at http://ec.europa.eu/odr.

Conflict of Interest

We are committed to ensuring we act independently on behalf of our clients and in their best interests. If you are concerned about a possible conflict of interest, please inform us. We have a robust Conflict of Interest Policy which is available upon request.

Risk Warnings

The value of your investment could fall as well as rise. Past performance should not be seen as an indication of future performance.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are dependent on individual circumstances.

This website is for information purposes only and should not be taken as advice in relation to any financial products.