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Independent Financial Advisors in Bath

Fidelius
Independent Financial Advisers in Bath Your world financial services

Address: 5 Gay Street, Bath, BA1 2PH
Telephone: (01225) 442262
Fax: (01225) 442263
E-mail: searchifa@fidelius.co.uk
Visit our Web Site: www.fidelius.co.uk

General information

How you spend or invest money in either your personal or business life, is one of the most important decisions you will ever make.

At Fidelius, Independent Financial Advisers in Bath, we offer a truly individual approach to your financial matters, from a team with expertise, knowledge and creativity drawn from over 100 years of combined experience in the industry.

Our depth of knowledge is the result of qualifications that go well beyond the recognised requirements. Backed up with a service which is second to none, we provide advice ranging from the more straightforward scenarios such as protecting your mortgage, to the most intricate of situations such as offshore tax and investment planning or pension drawdown options. You are an individual with very specific financial needs. That's why we always approach every client's requirements with a completely open mind. The fact that we are directly regulated by the Financial Conduct Authority means that our advice to you is truly impartial and independent. Our commitment to all our clients lies in this independence and gives us the opportunity to source the most suitable solutions for you and your finances.

There are no geographical limitations - even if you are frequently on the move we can access you and your files by means of a sophisticated yet personal IT system. You'll see that our website has a useful timeline demonstrating financial help for all life stages, from cradle to grave. Take a look at this and then contact us for a personal approach to your world of financial services.

Services and Products - Click in the area of the box most apt to your own circumstances or click here to visit our website or to contact us:

Scenario Pension Life Cover Investment/
Savings
Health Insurance Portfolio /Tax Planning Private Wealth Manage- ment
Family finances need sorting?
Frequent traveller?
Preparing for retirement?  
Running a Business?
Investor?    
Saver?    

 

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