“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.
“Over the last 21 years we have built a strong and trusting relationship. Sarah’s advice has proven to be excellent, and I have total peace of mind being looked after by such a safe pair of hands. She now looks after my children’s financial affairs too.”
Client Since 2000 (21 years)
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 have 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.
“Fidelium, headed up by Sarah Brown, has provided financial advice to our family for the past five years. Sarah has expertly navigated the anxieties of retirement, inheriting a shared home and supporting our adult children in buying their first property. Sarah is an exceptionally considerate person who has offered us such valuable advice and loyal support. She is reliable, patient and innovative. We could not recommend her more highly.”
Client since 2013 (8 years)
“I trust Sarah and find that she understands my needs. She looks after my financial affairs well and I am confident with her management.”
Fidelium look after 3 generations of the Gore family.
Client since 2000 (21 years)
“We feel safe in your hands”
Clients Since 2001 (20 years)
“A professional and competent Financial Adviser Firm who has looked after me over the last 18 years, fully outlining recommendations and implications whilst fully understanding my position on risk.”
Sarah has looked after our family for 22 years and as part of our Inheritance Tax planning, now provides support and advice to myself, my daughter and grandchildren. Her advice has always been clear, understandable and the level of service her and the Fidelium team provide is exemplary, they go above and beyond. I am so grateful for her guidance and understanding.
Call us for an informal chat on 01442 508111 or email: info@fidelium.co.uk