About the Business
Our customer service agreement is based on building a thorough understanding of your personal values and goals in life - and only then providing you with impartial financial advice and creating a personalised financial plan tailored to your specific objectives. Our many years of experience working with a wide range of clients means that we truly understand the various methods of financial management required by people throughout their lives; and can apply that knowledge and experience to your own unique circumstances.
Fidelius Wealth Management provides a wide range of wealth management and financial planning services to private clients. We have offices in Bath, Cheltenham, London and Exeter and work with clients across the UK. All of our services have been developed in direct response to our clients' needs. We are totally committed to always providing exceptional levels of customer service and tailored, effective wealth management advice.
Location & Hours
Saint James' Square
