About us

Fidelius is an experienced, yet forward thinking Financial Services company, committed to providing the very best advice through our top-quality team – and we recognise that every member of our staff has a significant part to play. From our support teams, right up to management, we pride ourselves on having the correct work ethos and culture needed to provide an excellent customer experience.


Proudly independent

There are five key values that underpin everything we do – integrity, collaboration, accountability, recognition and empowerment. These values mean that we'll be open and honest, work closely with you to understand your needs, and be there to guide you through some of your most important decisions. And because we're independent, we can source the best options for you, from across the whole market.


? dark Chartered ? ? ?Cyber Essentials ??IIC Gold? ? ? ?

Craig Chapman has dealt with our financial affairs in a most efficient and friendly way for some time now. Last night I emailed him with an important query regarding an investment. I had a full and very helpful response from him first thing this morning. First class service! Thank you.
- Richard Vine


We believe in contributing to the community in which we live. We are a firm that believes in working with local charities and organisations that support people less fortunate than ourselves. Staff in our local offices nominate a new charity every two years. Organisations we currently support include; Bath Minerva Choir, The Genesis Trust, The Bath Rugby Foundation, Guide Dogs for the Blind and MSUK.


If working for a value-based organisation that believes in investing and developing in people is of interest, please give us a call.


We work with a broad number of professionals including solicitors and accountants and actively look to refer our clients where a specific need arises.

Meet the Team

Fidelius's?success is a reflection of the quality of our team, due to the wealth of experience, expertise and complementary skills. This ensures that we align our business dealings with our clients’ interests.