Bath-based Financial Planner and wealth manager Fidelius has appointed Chartered Financial Planner James Martin to its Financial Planning team.

Bath-based Financial Planner and wealth manager Fidelius has launched a joint venture wealth firm with London law firm Lawrence Stephens.

Bath-based Financial Planner and wealth manager Fidelius appoints Paul Gordon to lead its expanding medical Financial Planning arm.

Expanding Bath-based Chartered Financial Planner Fidelius has merged with London-based wealth manager Timothy James & Partners (TJP).  

Bath-based Chartered Financial Planner Fidelius has acquired a non-controlling holding in Vobis Ltd, a London Financial Planning business specialising in high-net-worth clients.

Bath-based Chartered Financial Planner Fidelius has rebranded while revealing ambitious expansion plans.