Fidelius
Fidelius is a leading financial services company, committed to excellent customer service. We provide a range of solutions for individuals and companies, including wealth management and employee benefits. We work with clients across the UK and have offices in Bath, Cheltenham, Chelmsford, and Nottingham Fidelius Wealth Management provides a wide range of wealth management and financial planning services to private clients. 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 planners 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. Fidelius Employee Benefits help businesses of all shapes and sizes from a wide variety of industry sectors. Although we can help very small and very large businesses, our ‘tailor and support’ approach is ideally suited to employers with 50 – staff. We provide a wide range of company pension, employee benefits and investment consulting services. Our mortgage team have the know-how and experience to offer mortgage services for first-time buyers, house moves and remortgages, returning expats and foreign nationals. Fidelius Ltd is authorised and regulated by the Financial Conduct Authority. Our FCA reference is 188615. Registered No. 03658809 ENGLAND. Registered Office: No. 1 Bath Quays, 1 Foundry Lane, Bath BA2 3GZ.
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Verified contacts
134
available on Kipplo
LinkedIn employees
134
51 to 200 range
Open roles
—
no listings
Distinct roles
73
indexed titles
Tech stack
1
tools in use
Monthly traffic
9
organic / mo
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Decision-makers and verified team members
134 contacts with verified email or phone · masked until revealed.
- CP
Chris Phipson
Head of Finance · Finance & Accounting
EmailPhone - CW
Claire White
Compliance Manager · Finance & Accounting
EmailPhone - HS
Holly Shreeve
Trainee Paraplanner · Finance & Accounting
EmailPhone - CH
Carlton Hall
Director · General Business & Management
EmailPhone - DM
Duncan McKillop
Director of Corporate Development · General Business & Management
EmailPhone - MB
Mark Bennett
Non Executive Director · General Business & Management
EmailPhone - MB
Mark Bradbury
Corporate Client Director (Business Development) · Other
EmailPhone - NF
Nick Farnden
Financial Planning Director · Finance & Accounting
EmailPhone - RB
Russell Butts
Corporate Wealth Director · Finance & Accounting
EmailPhone
Showing 9 of 134 verified contacts
Top roles at Fidelius
73 distinct titles indexed · top 10 shown.
- 11wealth client executive
- 7senior financial planner
- 6chartered financial planner
- 6financial planner
- 5trainee paraplanner
- 4paraplanner
- 3associate financial planner
- 3junior paraplanner
- 3wealth management administrator
- 2advice solutions manager
- +63more titles
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