Professional connections
Creating effective professional partnerships
Fidelius Wealth Management offers a structured and dedicated professional connections service for other professional advisers, particularly accountants, lawyers and tax advisers, who work with clients similar to ours.
Our range of services enables us to look after individuals with any size of investable asset, our face-to-face service is for clients with minimum investable assets of £100,000. Below this level we offer the same high standard of advice via a sophisticated remote advisory service. Our professional partners and their clients benefit from an expert, flexible, and comprehensive financial planning and wealth management advisory service.
Find out more about
- our approach to creating successful professional partnerships
- the potential benefits for our mutual clients
- the practical aspects of how we can work together
To find out more about how we could work together, please contact us on 01225 442 262.
Can we help?
Our team of consultants are here to help you with your wealth management needs.
call us on:
0845 241 6500
Request a call back- Pre-retirement planning Flexibility is everyone's desire a financial commitment now will give you the future you wish for.
- Advice at Retirement No longer a 'once in a lifetime' decision, the options are varied and can be tailored to your circumstances.
- Estate & succession planning Make sure as much of your wealth as possible is passed to your chosen beneficiaries tax efficiently.
- Investment management Knowing your investments are being managed in line with your specific objectives is essential.
- Professional connections Creating effective professional partnerships