“To be faithful and trusted”
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.
We will help you achieve your dreams, hopes and aspirations for the future with integrity, clarity and transparency.
At Fidelium Financial Planners we will work closely with you starting with a few simple questions:-
What do you want to achieve?
How much is enough?
When do you want to achieve your financial independence?
We will help you understand and achieve your life goals by providing you with a tailored financial plan and bespoke investment strategy. We believe the close, trusted relationships we have with our clients are essential to the success of our business.
We have extensive knowledge of pension & investments, portfolio construction, fund analysis, Trustee Investments including Court of Protection cases and Personal Injury Awards.
Our clients are the most important component of our business. Each client is treated as an individual and we work together to provide a personal solution.
• We put our client interests first – it is all about You.
• We look after a limited number of wealthy clients to ensure we continue to provide the highest level of service.
• We have a close ongoing working partnership with our clients.
• We take time to review the investments you already have and see whether you should keep them or if we can make improvements.
• We specialise in retirement planning, wealth management & estate planning.
• After advice has been given, we get under the bonnet of your investments and are actively involved with the portfolio management. This includes drip feeding your money into the markets to take advantage of market movements and rebalancing your portfolio at appropriate times.
• Our Client Steering Committee provides support in helping us deliver what our clients want.
• We employ an Investment Committee to ensure our investment recommendations remain on track and take account of ongoing economic, tax and legislation changes.
• Our business is built on the success of long term, personal relationships and knowing our clients and their families.
We have over 40 years combined experience in delivering Financial Services & Advice.
This is at the heart of all that we do. We aim to build a relationship with you so that you can rely upon us and have trust in what we do for you.
We pride ourselves on providing a personal and ongoing relationship with you, to support you through whatever challenges and delights life brings your way.
• Give you peace of mind and help you achieve financial security.
• Take the stress away from you so you can relax and enjoy life.
• Help you get organised and think about what you want to achieve.
• Keep you focused on your short, medium and long term goals.
• Design a personalised financial plan to help you achieve your financial goals.
• Discuss what is realistic, so you are fully informed and there are no unexpected surprises in the future.
We have been with Fidelium Financial Planners Limited (FFP Ltd) for more than 10 years, and we are absolutely delighted with the service your team has provided.
A massive thank you for looking after us so well for many years – you are the ultra-professional and personable organisation – nothing has been too much trouble for you. We are so lucky having you managing our finances and we trust you implicitly.