Fidelius
- Company typePrivate
- Founded2011
- HeadquartersBath, United Kingdom
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
Fidelius firmographics
Firmographics- Name
- Fidelius
- Legal name
- Fidelius Ltd
- Website
- https://fidelius.co.uk
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
Where Fidelius is headquartered
LocationHeadquarters
- HQ city
- Bath
- HQ country
- United Kingdom
- HQ region
- Europe
Offices4 records
Markets served
Fidelius business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Financial Planning & Advisory Fees: Fidelius generates revenue through fees for financial planning advice, investment management, and pension planning services. The firm provides a 7-step financial planning process with initial consultations and ongoing reviews billed through adviser fees. No upfront charges during initial stages of the planning process.
- Investment Management: Revenue from managing client investment portfolios, sourced from the whole of market independent of in-house products.
- Pension Planning & Retirement Advice: Advisory fees for NHS pension specialist advice, McCloud Remedy guidance, and retirement planning for medical professionals.
- Protection Planning: Revenue generated through insurance policy recommendations, where Fidelius is paid by the selected provider primarily driven by cost, with fees disclosed in the Recommendations Report.
- Mortgage Arrangement: Revenue from arranging residential, buy-to-let, and expat mortgages. The firm works with specialist lenders and charges arrangement fees for mortgage brokering services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Evolve – up to £250,000 for early-career professionals, particularly Resident Doctors |
| Other | Annual | Enhance – over £250,000 holistic financial planning |
| Other | Annual | Bespoke – over £3,000,000 for complex financial planning needs |
Go-to-market motion2 records
Distribution channels6 records
Marketing channels8 records
Fidelius product offering
Product offeringCore offering
Fidelius is a chartered financial planning firm that delivers fee-based advice and investment management to individuals, businesses, and medical professionals across the UK. It operates four trading styles — Fidelius Wealth Management (financial planning, investment management, retirement planning, estate planning), Fidelius Employee Benefits (workplace pensions, group protection, private medical insurance, the digital Benefits Platform), Fidelius Mortgages (residential, buy-to-let, and expat mortgage broking), and Fidelius Medical (specialist advice for doctors and healthcare professionals, including NHS pension and McCloud Remedy guidance, in exclusive partnership with the British Medical Association). Revenue comes from adviser fees, investment management fees, protection commissions from insurers, and mortgage arrangement fees.
Product overview
Fidelius is a financial advisory firm operating as a platform of interconnected services. The core offerings include Planning for you (personal wealth management), Services for businesses (corporate employee benefits and financial planning), and Fidelius Medical (specialist advice for healthcare professionals in partnership with the BMA). These are supported by client portal platforms (Fidelius Platform, Advance Platform, Wealth Management PFP, and Mortgages PFP) and partnership programs for IFAs and professional service firms. The Benefits Platform provides a digital hub for corporate employee benefits administration. Fidelius Medical offers tiered service levels (Evolve up to £250K, Enhance over £250K, Bespoke over £3M) alongside specialized services for NHS pensions, protection planning, mortgages, and legacy planning.
Differentiator
Problem solved
Functional benefit
Brands
- Fidelius Group: Parent company group name encompassing all trading styles and subsidiaries.
- Fidelius Medical
- Evolve
- Enhance
- Bespoke
Products and services
- Planning for you Personalised financial planning for individuals and families covering goal achievement, investment management, retirement planning, family protection, intergenerational wealth transfer, tax management, and mortgage advice, delivered through a 7-step financial planning process with annual ongoing reviews by chartered financial planners.
- Services for businesses Corporate financial services for UK employers covering employee benefits design and administration (via the Benefits Platform), business financial planning, business continuity planning, cash management, and succession/exit planning, anchored by workplace pensions, group protection and private medical insurance.
- Fidelius Medical Specialist financial planning service for doctors, NHS employees and healthcare professionals delivered in exclusive partnership with the British Medical Association, covering NHS Pension advice, McCloud Remedy guidance, retirement planning, investments, protection, mortgages, and legacy/IHT planning.
- Home for Growth (Partnerships for financial advisers) Partnership programme for UK independent financial adviser (IFA) firms and sole advisers offering growth support, succession planning, operational resources and capital-event collaboration under a 'collaboration, not consolidation' model, with worked examples including the strategic stake in Vobis Ltd.
- Strategic professional partnerships Collaborative model pairing Fidelius's financial planning expertise with law firms, accountants, and tax advisers to deliver joined-up advice to shared clients, exemplified by the LS Wealth joint venture with Lawrence Stephens.
- Benefits Platform Digital employee benefits platform acting as a centralised hub for UK employers, bundling guidance programmes, support services, discounts, holiday buy/sell schemes and comprehensive reward statements into a single employee-facing experience.
- Fidelius Mortgages Mortgage broking service covering residential, buy-to-let and expat mortgages (including medical professional mortgages) via specialist lenders, delivered as an Appointed Representative of Hubwise Securities Ltd through the Advance Platform.
Quantifiable outcome
- Top 20 in FT Top 100 Financial Advisers 2025 and 2024
- +3 more outcomes
Companies that use Fidelius
Customer profileNamed customers1 record
Segments5 records
Ideal customer profiles4 records
Fidelius technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Fidelius partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- Lawrence StephenscoreFidelius and Lawrence Stephens (London-based law firm) launched a joint venture called LS Wealth, combining Fidelius's financial planning expertise with Lawrence Stephens's legal expertise to deliver integrated wealth advice.
- Pegasus HomesminorFidelius partnered with one of the UK's leading providers of independent later living communities to provide bespoke financial advice to Pegasus Homes' customers aged over 60.
- British Medical Association (BMA)coreFidelius Medical was appointed as the exclusive financial advice partner to the British Medical Association. Following an extensive due diligence process, Fidelius provides Financial Planning, Wealth Management, and Mortgage services to BMA's entire membership. Peter Holden (BMA Treasurer) and Steve Skelding (Fidelius Head of Commercial) confirmed the partnership.
- Vobis LtdminorFidelius took a stake in Vobis Ltd, an established IFA firm. This represents a strategic investment in the IFA partnership ecosystem, aligning with Fidelius's Home for Growth model.
- Sandison EassonminorFidelius Medical works alongside BMA Accounting partner Sandison Easson to help clients understand complex McCloud Remedy legislation, combining financial and accounting advice for medical professionals.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
Fidelius competitors and assessment
Company assessmentDirect peers
- Whitechurch Securities: UK discretionary investment manager and IFA serving private clients, charities, and intermediaries. Similar fee-based wealth management model and client profile to Fidelius Wealth Management.
- Foster Denovo: Mid-sized UK wealth advisory group offering financial planning, investment management, and employee benefits to individuals and businesses. Comparable in scale, multi-office structure, and breadth of service lines to Fidelius.
- Equilibrium Financial Planning: UK chartered financial planning firm of comparable size serving HNW individuals across multiple offices. Both firms emphasize fee-based holistic financial planning and are recognised in the FT Top 100 / New Model Adviser rankings.
- Hoxton Capital Management: UK-headquartered financial advisory firm with strong expat and international client focus. Comparable to Fidelius's expat mortgage proposition and overseas-client advisory work (e.g., advisers with international experience in Spain, France, etc.).
Broad incumbents
- Quilter: LSE-listed UK wealth management business with a national adviser network and platform. Competes with Fidelius for the same HNW advice market but operates at much greater scale through its platform and multi-affiliate model.
- Evelyn Partners (formerly Smith & Williamson / Tilney): Large UK wealth manager, investment management and professional services group. Competes directly in HNW financial planning and investment management but at materially larger scale and broader service breadth.
- RBC Brewin Dolphin: UK wealth manager acquired by Royal Bank of Canada, serving HNW private clients and intermediaries. Competes with Fidelius in discretionary investment management and holistic financial planning, with a much larger balance sheet.
- St. James's Place: LSE-listed UK wealth manager with a national partner adviser network serving HNW and mass-affluent clients. Operates an in-house product model contrasting with Fidelius's whole-of-market independence but addresses an overlapping client base.
- Mattioli Woods: AIM-listed UK wealth and employee benefits group combining private wealth management, workplace pensions, and employee benefits consultancy. Directly overlaps Fidelius's wealth and employee benefits divisions but operates at significantly larger scale.
Others
- Söderberg & Partners: Nordic wealth advisory and insurance broker group that took a minority stake in Fidelius in 2024. Operates an analogous partner-led advisory model across the Nordics and acts as both investor and ecosystem peer to Fidelius.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Fidelius social profiles
Digital presenceFidelius compliance and trust
Trust signalCompliance7 records
Fidelius financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fidelius leadership team
Management profileNumber of profiles
Profiles12 records
Fidelius subsidiaries and ownership
Company hierarchySubsidiaries8 records
Fidelius funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fidelius M&A and investment
M&A and investmentM&A2 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Fidelius
What does Fidelius do?
Fidelius is a chartered financial planning firm that delivers fee-based advice and investment management to individuals, businesses, and medical professionals across the UK. It operates four trading styles — Fidelius Wealth Management (financial planning, investment management, retirement planning, estate planning), Fidelius Employee Benefits (workplace pensions, group protection, private medical insurance, the digital Benefits Platform), Fidelius Mortgages (residential, buy-to-let, and expat mortgage broking), and Fidelius Medical (specialist advice for doctors and healthcare professionals, including NHS pension and McCloud Remedy guidance, in exclusive partnership with the British Medical Association). Revenue comes from adviser fees, investment management fees, protection commissions from insurers, and mortgage arrangement fees.
Is Fidelius a public or private company?
Fidelius is a private company. It is classified as venture growth investor backed and is currently operating.
When was Fidelius founded?
Fidelius was founded in 2011. It employs 51 to 100 people.
Where is Fidelius based?
Fidelius is headquartered in Bath, United Kingdom, in the Europe region.
How does Fidelius make money?
Five revenue lines are on record. Financial Planning & Advisory Fees are the primary driver. The others are investment Management, pension Planning & Retirement Advice, protection Planning and mortgage Arrangement.
Who are Fidelius's main competitors?
Direct peers on record are Whitechurch Securities, Foster Denovo, Equilibrium Financial Planning and Hoxton Capital Management. Broad incumbents are Quilter, Evelyn Partners (formerly Smith & Williamson / Tilney), RBC Brewin Dolphin, St. James's Place and Mattioli Woods. Söderberg & Partners is listed as an others.
Does Fidelius have an API?
No public API is recorded for Fidelius.