Managing your wealth
Understanding what you want to achieve
Throughout our lives our priorities and objectives change – and the journey is different for every one of us. Ensuring your financial plans are aligned with your specific goals gives you the freedom to live the life you’ve always wanted.
At Fidelius, our focus is on building long-term relationships with our clients, which means that we will be here to help you and all your family members at every stage.
We understand that your choice of financial consultant is not straightforward and historically there is little to set consultants apart from each other. To help you make that choice the initial exploratory meeting is at our cost and without obligation.
Our experienced and highly qualified financial consultants will work closely with you to understand where you are currently and where you want or need to be. We then create a structured personal financial plan for you, clearly outlining our recommendations, focussed entirely on helping you achieve what is important to you.
Focussed on service
Defining a financial plan means having a partnership with your adviser that you can trust, the Fidelius customer service agreement is designed by you and signed by us. Developing financial plans that work takes commitment and therefore each Fidelius consultant works with a dedicated personal assistant focussed on your service plan.