Meet the Team

CEO

Jim joined Fidelius 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.

Organisation Development Director

Marie has more than 20 years’ experience of working in Financial Services and joined Fidelius in 2012 as HR Director, now working as the groups Organisation Development Director. Marie has developed a strong background in Human Resources Management and has been responsible for overseeing several integrations, the strategic development of HR policies and helping Senior Managers to build strong, effective teams.

Marie enjoys the “getting to know you” aspect of acquisitions, which are complementary to the Fidelius culture. Marie believes that people are the core of any business and that our values resonate in everything we do.

Director of Corporate Development

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.

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 leads the Commercial Executive Team and oversees the management of our Financial Planning team and our ongoing strategic relationship with the accountancy group Azets.

Chief Operating Officer

Ian is the group’s Chief Operating Officer, based in the Cheltenham office, living in Tewkesbury with his wife, son, and their noisy dog Calvin.

After gaining many years of experience as a Finance Professional in Financial Services and Manufacturing, Ian joined Fidelius in 2013 as the company’s Finance Director. Ian now leads the Operations, Finance & Risk teams 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 encourage innovation in the business, focussing not on how things used to be done, but how they should be done. Focussing on providing straightforward, value-adding, services to our clients.

Head of Operations

Samantha is the Head of Operations 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 Legal and Risk

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.

HR Business Partner

CIPD Qualified, Nina joined Fidelius in December 2017 as a Temporary HR Assistant covering Maternity leave, bringing in skills from previous HR roles within Hospitality and Property. Nina secured a permanent HR role here at Fidelius in 2018 and gained a promotion to HR Advisor in 2019, where she worked closely with the management team. In March 2021 Nina secured a promotion to HR Business Partner supporting all departments within the business. Nina is proud to be apart of the HR team and is passionate about the employee cycle, development and people.

Nina is Bath based and enjoys her sport; playing rugby, running, keeping fit and going on long walks with her dog, Eric.

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.

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)’.

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!

Commercial Division Director

Mitch is a Chartered Financial Planner and Commercial Division Director based in the Mansfield Office, living locally with his wife and two children.

Mitch has a motto to aspire to be amazing every day. Mitch loves working closely with clients and seeing them achieve their lifetime planning goals and objectives. He has a passion for excellence that equips him well to work with his colleagues in helping them to develop and grow every day in their working lives.

Mitch has a proven track record in helping high net worth clients and entrepreneurs grow their wealth. Especially those who have relocated or returned to the UK from overseas. Mitch was formerly Life and Pensions IFA of the year and has been a regular contributor to the financial press as well as through TV and radio. During these past years Mitch was responsible for helping deVere United Kingdom to transform its business model which ultimately led to the successful collaboration with Fidelius.

Mitch is really looking forward to the future and continuing his personal development along with also leading the team in Mansfield as they continue on together as Fidelius deVere.

While Mitch feels that it was an eon ago that he graduated from Newcastle Polytechnic with a Sports Studies degree – Mitch still maintains a keen interest in healthy living, he has been a Vegan for some time and regularly rides his bike or runs to work. Mitch loves nothing better than horse riding and has recently started show jumping.

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.

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.

Investment and Product Research Manager

Samantha is an Investment & Product Research Manager and is responsible for the development and delivery of Fidelius’ advice solutions, through conducting comprehensive research to support the business’s centralised investment and retirement strategies.
Samantha joined Fidelius in 2016 as an Investment Analyst for the group’s then Discretionary Fund Manager, Parallel Investment Management, which was acquired in 2020 and subsequently secured her the role within the Operations Team to develop the company’s investment and product solutions due to her extensive expertise in quantitative and qualitative analysis. Prior to joining Fidelius, Samantha worked for London-based Hottinger & Co, a boutique investment manager specialising in bespoke advisory and discretionary solutions for high-net-worth individuals.
Samantha is a Chartered Fellow of the Chartered Institute of Securities & Investments (CISI) and is qualified as a Charted Wealth Manager having achieved the CISI Level 7 Diploma in Wealth Management. Samantha also holds a first-class honours degree in Finance & Economics from the National University of Ireland, Maynooth.

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.

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.

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.

Client Service Manager

Steph Culpin is a Client Service Manager combining over 15 years of industry experience. Steph holds a Certificate in Investment Operations, Regulated Financial Services Operations and Financial Administration.
Steph joined Fidelius in April 2019 and is based in Bristol. Steph manages 3 teams at Fidelius who provide support to Fidelius Wealth, Corporate and Employee clients. In her spare time Steph likes to travel and spend time with her friends and family.

Senior Wealth Manager

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.

Client Service Manager

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!

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.

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.

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.

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

Ian is an Employee Benefits Consultant combining over 20 years of experience. The majority of his time has been spent working in some of the industry’s largest employee benefits consultancy firms.

Ian possesses a high level of technical expertise in providing Employee Benefits solutions to small family and large multinational businesses, based throughout the UK. He specialises in Group Pensions, and Ian prides himself on his Holistic approach to employee benefit solutions.

Ian is based in Chipping Sodbury, where he lives with his wife Katherine. In his spare time Ian enjoys running, cycling, triathlon, and generally being outside. When he gets the chance, Ian also enjoys travelling and reading.

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

Jon is an experienced Employee Benefits Consultant and has worked in the pensions industry for over 20 years. He holds the Diploma in Financial Planning and is a member of the Personal Finance Society (PFS) which is the UK’s professional body for financial advisers.

Having focussed specifically on the Employee Benefits sector since 2004, Jon has gained valuable experience managing portfolios of Group Pension, Health and Protection schemes, dealing with all aspects of the business from design and implementation, through to ongoing advice and support to both corporate clients and their employees.

Having worked for some of the largest names in the industry as well as some smaller niche firms, Jon joined Fidelius in 2019 as one of our Employee Benefits Consultants, specialising in Workplace Pensions, Group Health & Risk and Online Benefit Platforms.

Jon currently lives in Dorking and spends his free time travelling, partaking in various sports and spending time with family.

Financial Planner

Adam is a Financial Planner combining over 10 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. Adam joined Fidelius in February 2020, coming from Hodge Bakshi Wealth Management where he was a Director and Financial Planner. Adam has particular interest in providing advice to owner managed businesses and often works hand in hand with the client’s other professional advisers to provide the best possible solutions. He is studying toward his Chartered Financial Planner status and currently holds the Diploma in Financial Planning and Certificate in Discretionary Investment Management.

Adam is based in South Wales; in his spare time, Adam likes to fly gliders, paddleboard and go hiking with his dog.

Senior Financial Planner

With a career in financial services spanning over two decades, Samantha has established a broad skillset, enabling her to provide a bespoke financial planning service focused on her client and their specific needs.
Her background includes experience both within the independent advice sector and bancassurance, working with some of the largest financial corporations in the UK. In addition to both Business and Personal Financial Planning & Wealth Management, she has provided advice in the areas of equity release and mortgages.
Working with a select number of clients, Samantha provides a highly interactive, collaborative approach to your financial planning – helping you to establish and quantify your financial objectives whilst also identifying potential obstacles and working with you to address these.

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.

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.

Senior Financial Planner

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

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.

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.

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 hopes to secure his chartered financial planning qualification this year and 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 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

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.

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.

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.

Senior Financial Planner

Jon joined Fidelius as a Senior Financial Planner in July 2012. He has worked in Financial Services since 1988 and has previously held similar roles with Close Brothers, Chartwell Group, Cavendish Grant and Norwich and Peterborough Building Society. Jon specialises in helping individuals structure personalised financial plans and particularly enjoys working with clients to help mitigate Inheritance Tax liabilities.
Jon lives in North Somerset with his wife, 2 children and Jack Russell. In his spare time Jon likes to travel, play golf, walk the dog and visit good restaurants.

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.

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.

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.

Senior Financial Planner

Paul joined Fidelius (then Money Wise) in April 2011 and has a particular specialism in retirement planning, asset management and workplace pensions (automatic enrolment). Paul has worked in Financial Services his entire career, originally 21 years with Chase de Vere where he was their Pensions Director, then at Punter Southall Financial Management where he headed their Bristol office; before taking a career break and subsequently joining Money Wise. Paul is married with three children and since moving from London, has lived and worked in Bath for over fifteen years. Paul says his keen love of golf keeps everything in balance.

Senior Financial Planner

Sandy has 14 years experience in the Financial Services Industry. He has spent the last 8 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 Hamble near Southampton, where he lives with his wife and daughter, Sandy spends most of his spare time on the water, either relaxing with the family or racing yachts round the Solent.

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.