Fidelius Wealth Management
Fidelius Wealth Management is a provider of in-depth, long term financial management solutions for clients living in the UK, returning to the UK or coming to the UK for the first time. Through energy, excellence and integrity we strive to work harder for you with more vitality, dedication and intelligence to not only reach, but to exceed your expectations; thus realising your long-term investment goals by putting you at the centre of everything that we do, making you, the centre of our world. Fidelius deVere's sole mission is to be by your side for everything your individual financial circumstances and outcomes demand. As your trusted financial guide, we endeavour to bring you complete security and peace of mind through world-class knowledge, the most rigorous standards of service and industry-leading professionalism. We advise on all aspects of financial planning, including: • Planning and saving for retirement • Flexible options at retirement • Life Assurance and family protection • UK Mortgages • Investment planning • Portfolio review service • Education planning and funding • Financial planning for businesses • Auto enrollment services for employers • Inheritance tax and succession planning
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Verified contacts
5
available on Kipplo
LinkedIn employees
14
51 to 200 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
9
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- DB
Daniela Barclay
Wealth Client Executive · Sales & Business Development
EmailPhone - LG
Lee Grimshaw
Chartered Financial Planner · Finance & Accounting
EmailPhone - MG
Martin Grundy
Senior Financial Planner · Finance & Accounting
EmailPhone - NL
Nathan Lennox
Financial Planner · Finance & Accounting
EmailPhone - SF
Sara Fletcher
Administrative Assistant · General Business & Management
EmailPhone
Showing 5 of 5 verified contacts
Top roles at Fidelius Wealth Management
5 distinct titles indexed · top 5 shown.
- 1administrative assistant
- 1chartered financial planner
- 1financial planner
- 1senior financial planner
- 1wealth client executive
Sign up to unlock all 5 contacts at Fidelius Wealth Management
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