Our customer service agreement is based on building a thorough understanding of your personal values and goals in life – and only then providing you with impartial financial advice and creating a personalised financial plan tailored to your specific objectives. Our many years of experience working with a wide range of clients means that we truly understand the various methods of financial management required by people throughout their lives; and can apply that knowledge and experience to your own unique circumstances.
Fidelius Wealth Management provides a wide range of wealth management and financial planning services to private clients. We have offices in Bath, Cheltenham, London and Exeter and work with clients across the UK. All of our services have been developed in direct response to our clients’ needs. We are totally committed to always providing exceptional levels of customer service and tailored, effective wealth management advice.
All of our financial consultants are highly qualified and we use market-leading software to streamline processes and keep administration for our clients to an absolute minimum. Our ongoing technical research ensures we keep our clients up-to-date with any relevant changes in the market or legislation. Crucially, all of our services are provided within a fixed, known charging structure and our commitment to each of our clients is formally documented in a signed customer service agreement