We are a “boutique” firm of wealth managers & financial planners who are committed to excellence. Our close and experienced team has different and complementary skills.
We have extensive knowledge of pension & investments, portfolio construction, trustee investments.
We work here because we enjoy what we do and benefit from an unusual business model which allows us the freedom to stay true to our values and work for what we believe in. Shared values and respect for one another leads to a great working environment and emphasises the importance of working for our clients who value the service we provide.
Our team shares the same ethos of trust, honesty and transparency, with an established track record of expertise combined with service skills.
We believe our clients are the most important component of our business. It is therefore our priority to continually strive to improve and deliver services in a way they have come to expect and appreciate.
In addition, we regularly obtain feedback from our clients – so everyone has an opportunity to express their views and offer suggestions to support further improvement. We value all feedback and use it to continually improve our service to you.
We have an independent and highly experienced Investment Committee who meet quarterly to review our client investment portfolios to ensure they remain in tune with current market conditions and the changing economic environment. It is their sole task to create well balanced portfolios to match our client’s investment needs. Our Investment Committee reviews both client portfolio’s asset allocation and underlying funds.
We are Whole of Market Independent Financial Planners, so you can be secure in the knowledge that there are no conflicts of interest in our portfolio and planning recommendations.
We have a duty of care to act in our clients’ best interests.
“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 (5 years)