Welcome to Fidelium Financial Planners Limited
Fidelium Means “To be faithful and entrusted to the pastoral care”
Fidelium Financial Planners prides itself on being a Firm of Financial Planners providing independent, fee-based comprehensive financial planning and investment management services.
We deliver the highest level of bespoke financial plans and portfolio strategy for each of our clients.
We believe our clients are the most important component of our business. We treat each client as an individual and work to provide a personal solution.
Why are we different?
- We put our clients’ interests first
- Our Client Steering Committee ensures we deliver the highest quality of service
- We employ an Investment Committee who ensure our investment recommendations remain on track and take account of ongoing economic, tax and legislation changes
- We represent a limited number of new clients to ensure the highest levels of service
- Such areas of expertise we focus on include services for retirement planning, investments & estate planning
- Our business is built on the success of long term personal relationships and knowing our clients and their families