Fidelius Wealth Management Information
Contact top employees from
Fidelius Wealth Management
Summary
Fidelius Wealth Management is a private company that has been in the industry for 27 years. The company currently specializes in the Financial Services area. The position of the CEO is occupied by Jim Grant. Its headquarters is located at Bath and North East Somerset, England, GB. The number of employees ranges from 25 to 100. The annual revenue of Fidelius Wealth Management varies between 5.0M and 25M. To connect with Fidelius Wealth Management employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
100-200 employees
Specialties
Investments, Inheritance Tax Planning, Protection, Retirement, Mortgages
SIC Code
6321, 6199
Founded
2021
Estimated Annual Revenue
$5.0M - 25M
Operating Status
Independent Company
Contact Fidelius Wealth Management
Organization Website
Social Links
Phone Number
0345-241-6500
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Fidelius Wealth Management shows a diverse range of experience levels:
9% for 1–2 years22% for 3–4 years22% for 5–7 years22% for 8–10 years26% have over 11 years of service at Fidelius Wealth ManagementContact top employees from
Fidelius Wealth Management
Zoe Griffiths
Chief Of Staff
Zoe Griffiths
Chief Of Staff
Zoe Griffiths
Chief of Staff
Company Employee
Chartered Financial Planner
Company Employee
Financial Planner
Company Employee
Senior Financial Planner
Company Employee
Administrative Assistant
Company Employee
Wealth Client Executive
Company Employee
Client Technical Support
Company Employee
Client Service Team Leader
Company Employee
Wealth Client Executive/ PA to IFA
Company Employee
IFA Administrator
Company Employee
Junior Paraplanner
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FAQ
Fidelius Wealth Management operates in the Financial Services industries. More details can be found on the official website: fidelius.co.uk.
The headquarters of Fidelius Wealth Management are located in Mansfield, United Kingdom.
The current CEO of Fidelius Wealth Management is Jim Grant
You can contact Fidelius Wealth Management by phone at 0345-241-6500.
Fidelius Wealth Management currently employs 100-200 people.
Fidelius Wealth Management's revenue is approximately 15.7M.
