Fidelium Financial Planners Limited

Fidelium Financial Planners Limited is a firm of independent financial planners providing fee-based comprehensive wealth management for individuals, families, entrepreneurs, and business owners with a minimum of £250,000 investible assets.
  • Protection
  • Risk Profiling
  • Retirement Planning
  • Educational Funding
  • Inheritance Tax Planning
  • Investment & Wealth Planning
  • Income Tax & Lifetime cash flow
  • Environmental, Social and Governance (ESG) Sustainable Investing
Size
Small
Phone
01442 508111
Website
fidelium.co.uk
Email
Available in Endole App
Locations
7 Castle Hill, HP4 1HE
01442508111
Digital Popularity
Social Media
Competitors
BP Sanders & Company
BP Sanders & Company is an independent financial advisory firm based in Berkhamsted, Hertfordshire, dedicated to helping clients plan their financial futures.
Company Details
Fidelium Financial Planners Limited is operated by Fidelium Financial Planners Limited and is a Active company incorporated on 17 April 2015 with the registered office located in Cambridge, Cambridgeshire. Fidelium Financial Planners Limited was registered 10 years ago.
Status
Active
Size
Micro
Directors
3
Age
10 years old
Employees
3
Turnover
Unreported
Total Assets
£796.1K
Cash in Bank
£698.6K
Total Liabilities
-£187.29K
Sarah Denise Brown
Director • Ifa • British • Lives in UK • Born in Jun 1966
Paul Mark Stokes
Director • British • Lives in England • Born in May 1975
Richard Rhodes
Director • Accountant • British • Lives in England • Born in May 1968
Fidelium Limited
PSC
More information on Fidelium Financial Planners Limited
Teams
All
2
Management
1
Consulting
1
Karen Smith
Office Manager
Rebecca Nkoane
Independent Financial Adviser • Joined Aug 2018
Karen Smith
Office Manager
Rebecca Nkoane
Independent Financial Adviser • Joined Aug 2018