Fidelius

Fidelius, the Bath-based advisory firm, and Lawrence Stephens, the London-based law firm, today announce a new joint venture, LS Wealth. This new venture will combine Lawrence Stephens full-service legal expertise with Fidelius’s fast-growing, objective-based financial planning business to create a fully integrated experience for clients. Lawrence Stephens is an ambitious, fast-growing, full-service law firm with an entrepreneurial outlook.

Fidelius is proud to announce sponsorship of ocean-rowing crew Row for Life, who will take on a 2,800-mile ocean rowing challenge to raise funds for Cancer Research UK. The three-woman team will row non-stop from California to Hawaii as part of the World’s Toughest Row Pacific, spending an estimated 40 days at sea, battling sleep deprivation, isolation and unpredictable ocean conditions.

Posted by Some of our clients enjoy keeping up with how markets have been behaving, while others prefer to focus on their long‑term plans rather than short‑term movements. Whichever camp you fall into, this quarterly commentary provides a snapshot of what has been happening across global markets and the factors influencing investment performance.

Fidelius today announces it has strengthened its team of financial planning experts with two senior hires. Paul Gordon has joined the business as Head of Medical. He was previously at atomos Wealth, where he was Head of Medical Specialist Wealth Planning. Paul has more than 25 years of experience advising medical professionals, especially on the NHS Pension scheme, as well as inheritance tax planning, protection and retirement planning.

Fidelius, the Bath-headquartered advisory firm, is delighted to announce a win at the Bath Life Awards 2026. The firm scooped the top accolade in the Legal & Financial business category. The judges commented: “Some year for Fidelius! Major growth and merger, significant client increases and a clearly dynamic business engine.” The Bath Life Awards recognise outstanding achievements from local businesses in the Bath area, and are the annual business highlight of the city.

Fidelius, the Bath-based advisory firm, has partnered with one of the UK’s leading providers of independent later living communities, Pegasus Homes, to offer specialist financial advice to its residents.

Some of our clients enjoy keeping up with how markets have been behaving, while others prefer to focus on their long‑term plans rather than short‑term movements. Whichever camp you fall into, this quarterly commentary provides a snapshot of what has been happening across global markets and the factors influencing investment performance.

The Autumn Budget announcement is always a big day in the UK’s financial calendar, and this year was no exception. In the hours leading up to the Chancellor’s speech, there was plenty of speculation-fuelled even more by a last-minute leak from the Office for Budget Responsibility (OBR) about the details of the budget. Social media buzzed, news outlets scrambled to interpret the hints, and many people wondered what surprises might be in store.

The Autumn Budget announcement is always a big day in the UK’s financial calendar, and this year was no exception. In the hours leading up to the Chancellor’s speech, there was plenty of speculation-fuelled even more by a last-minute leak from the Office for Budget Responsibility (OBR) about the details of the budget. Social media buzzed, news outlets scrambled to interpret the hints, and many people wondered what surprises might be in store.

Posted by The Autumn Budget announcement is always a big day in the UK’s financial calendar, and this year was no exception. In the hours leading up to the Chancellor’s speech, there was plenty of speculation-fuelled even more by a last-minute leak from the Office for Budget Responsibility (OBR) about the details of the budget. Social media […] The Autumn Budget announcement is always a big day in the UK’s financial calendar, and this year was no exception.