Söderberg & Partners-backed Fidelius debuts partnership model

‘We can now put in place the exciting plans we have devised’

Hope Coumbe
clock • 1 min read

Bath-headquartered advice firm Fidelius has today (3 April) unveiled ambitious growth plans on the back of investment it secured from Söderberg & Partners earlier this year.

Fidelius – which also has offices in Cheltenham, Chelmsford, London and Mansfield – secured a "significant minority stake" investment of an undisclosed amount from the Swedish wealth management giant in January, which has now been approved by the Financial Conduct Authority. It is now aiming to double the size of its business within the next five years. Central to this plan will be the launch of a partnership model of individuals. "This will give individuals the chance to work at a modern Chartered financial planning firm with the opportunity to increase their earnings potential allie...

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