About Fidelius Ltd
Fidelius Ltd is a well-established wealth management firm with a strong presence in Gloucester and the surrounding Cotswolds region, offering 'Real Life Financial Planning' that focuses on what truly matters to clients. With an impressive 4.7 out of 5 rating from 2,444 client reviews on VouchedFor, Fidelius has built a reputation for delivering consistent, high-quality financial advice over many years. The firm's name derives from the Latin word for 'faithful' or 'loyal', reflecting their commitment to long-term client relationships and putting clients' interests first. In the Gloucester area, Chartered Financial Planner Lee Grimshaw leads the local team, bringing over 16 years of industry experience and a high level of technical expertise.
Lee Grimshaw joined what was then deVere United Kingdom in July 2012, which became part of Fidelius in May 2021, providing continuity for local clients while gaining access to the resources of a larger national firm. His approach combines tailored, holistic advice with genuine care for each client's individual circumstances and goals. Fidelius specialises in helping individuals and small businesses throughout the UK with comprehensive financial planning, pension advice, investment management, and retirement planning. Their expertise extends across all life stages, from young professionals starting to build wealth, to pre-retirees consolidating pensions and planning their retirement income, to retirees managing and preserving their wealth.
What sets Fidelius apart is their commitment to building long-term relationships rather than simply executing transactions. Many clients have worked with the firm for decades, benefiting from ongoing guidance as their lives and financial needs evolve. With offices at Gloucester Business Park, Fidelius provides convenient access for local clients while also serving individuals across the wider region. For Cotswolds residents seeking a well-established financial planning firm with a proven track record, extensive client reviews demonstrating consistent quality, and advisers who truly get to know their clients, Fidelius Ltd represents a reliable and trustworthy choice for your financial planning needs.
Fee Structure
Fidelius Ltd operates on a Fee-based basis.
For detailed information about typical financial advisor fees in the Cotswolds, including what you should expect to pay and how to avoid overpaying, read our comprehensive fee guide.
💡 Before Your First Meeting: Always verify FCA registration at register.fca.org.uk and request a clear written fee schedule. A reputable advisor will happily provide both. Read our guide to choosing a financial advisor for more tips.