Fidelius Group
Fidelius Group is a financial services company that provides financial planning and wealth management solutions. They offer advice to individuals, families, and businesses, addressing clients' specific needs.
- Mortgages
- Estate Planning
- Wealth Management
- Employee Benefits
- Retirement Planning
- Investment Management
- Tax Planning and Trusts
- Protection and Assurance
Locations
Competitors
Wren Sterling is an independent financial planning expert dedicated to helping individuals and families build a better financial future.
Company Details
Fidelius Group is operated by Fidelius Ltd and is a Active company incorporated on 29 October 1998 with the registered office located in . Fidelius Ltd was registered 27 years ago.
Status
Active
Size
Medium
Directors
7
Age
27 years old
Employees
149
Turnover
£16.79M
Total Assets
£11.22M
Cash in Bank
£883K
Total Liabilities
-£5.04M
Teams
118
75
63
16
15
6
4
CEO • Joined Apr 2012
Chief Executive Officer • Joined Apr 2024
Non Executive Director
HR Business Partner & Facilities Manager
Senior Executive Assistant To Head Of Commercial • Joined Aug 2017
HR Business Partner • Joined Dec 2024
Executive Assistant • Joined May 2023
Director • Joined Apr 2013
Director
Marketing Executive • Joined Oct 2024
CEO • Joined Apr 2012
Chief Executive Officer • Joined Apr 2024
Non Executive Director
HR Business Partner • Joined Dec 2024
Director • Joined Apr 2013
Director
Marketing Executive • Joined Oct 2024
Responsible Business Lead • Joined Apr 2022
Paraplanning Manager • Joined Aug 2017
Regional Manager • Joined Jul 2020
Wealth Client Executive • Joined Dec 2022
Wealth Client Executive • Joined Nov 2017
Wealth Client Executive • Joined Aug 2021
Wealth Client Executive • Joined Aug 2022
Wealth Client Executive • Joined Apr 2023
Wealth Client Executive • Joined Jul 2017
Wealth Client Executive • Joined Dec 2024
Wealth Client Executive • Joined Sep 2022
Mortgage Client Executive
Support Training & Process Executive • Joined Sep 2023
Paraplanning Manager • Joined Aug 2017
Head Of Finance • Joined Jun 2020
Financial Planning Director • Joined May 2016
Corporate Wealth Director • Joined Dec 2020
Financial Planning Director • Joined Jun 2016
Director Of Corporate Development • Joined Aug 2022
Head Of Governance, Risk And Compliance • Joined Apr 2023
Employee Benefits Specialist • Joined Jan 2019
Investment Analyst • Joined Apr 2023
Wealth Management Administrator • Joined Mar 2016
HR Business Partner • Joined Dec 2024
Executive Assistant • Joined May 2023
Administrator
Senior Administrator • Joined Aug 2024
Data Administrator • Joined Aug 2024
Senior Administrator • Joined Nov 2023
Senior Administrator • Joined Jan 2024
Senior Administrator • Joined Apr 2024
Client Services Administrator • Joined Feb 2025
Human Resources Administrator • Joined Jul 2023
IT & Systems Manager • Joined Apr 2023
Data Administrator • Joined Aug 2024
Technical Paraplanner • Joined Nov 2023
Client Technical Support • Joined Feb 2025
HR Business Partner • Joined Dec 2024
Employee Benefits Specialist • Joined Jan 2019
Human Resources Administrator • Joined Jul 2023
Training And Competence Supervisor • Joined Jul 2022
Retired • Joined Aug 2024
Change Management Leader • Joined Oct 2011
View 118 members