The advice business: Fidelius CEO Ian Fowler on trustworthy expansion

‘Working for a growing IFA can feel like you are on a change hamster wheel’

Jenna Brown
clock • 5 min read

In the second instalment of PA’s new series, Fidelius CEO Ian Fowler talks to Jenna Brown about his thoughtful, strategic leadership, the challenges that come with expansion and putting down his abacus…

Ian Fowler heads up Fidelius, a fast-growing, "proudly" independent and Chartered financial planning firm. Fidelius, which is backed by Swedish wealth manager Söderberg & Partners, has offices across Bath, Cheltenham where Fowler is based, Chelmsford, London, and Nottingham. Further expansion is on the cards at the national IFA which, Fowler says, is in the business of "exceeding expectations". In February, the business unveiled a rebrand alongside plans to double assets under management by 2029 and a view to becoming a top 20 IFA by size in the next few years. As CEO, Fowler sa...

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