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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Professional Adviser TV: Tackling 'horrendous' letter of authority delays

Professional Adviser TV: Tackling 'horrendous' letter of authority delays

‘LOAs could be really magical’

Professional Adviser
clock 29 August 2025 • 2 min read
How Parmenion is fuelling platform growth amid adviser fragmentation

How Parmenion is fuelling platform growth amid adviser fragmentation

Platform's soft skills training, switch service and Consumer Duty alignment cited as key drivers of adviser engagement

Sahar Nazir
clock 28 August 2025 • 3 min read
Former Titan Wealth employee convicted of harassing senior staff

Former Titan Wealth employee convicted of harassing senior staff

Judge orders mental health assessment ahead of sentencing next month

Sahar Nazir
clock 28 August 2025 • 3 min read