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Welcome to Fidelius Medical

Specialist financial advice for medical professionals.

Whether you’re looking to better understand your NHS pension, save for retirement or invest in the future, we’re here to make it happen.

Our experts are available for a complimentary phone call to discuss your needs.

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Our experts are here to help

Paul Barker

Paul is a Chartered Financial Planner at Fidelius and has worked in financial planning for a decade.

 

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Paul Barker

Paul is a Chartered Financial Planner at Fidelius and has worked in financial planning for a decade. Paul was recruited into the firm to head up our medical financial planning proposition and brings with him strong experience from his time at Evelyn Partners and Cavendish Medical.

Much of his career to date has been spent working with medical professionals in respect of their pensions and retirement planning as well as in respect of their broader financial goals & aspirations. Taking his job seriously, Paul is also married to a Doctor!

Rachel Henley

Rachel is a Chartered Financial Planner with over 25 years' experience in Financial Services and has been advising clients for over 20 years.

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Rachel Henley

Rachel is a Chartered Financial Planner with over 25 years' experience in Financial Services and has been advising clients for over 20 years. Rachel heads up the Evolve proposition which aims to ensure advice is made accessible and cost effective to as many people as possible.

She specialises in helping individuals' structure personalised financial plans and advises employees within corporate companies. She prides herself on developing long term relationships with clients, as she helps them to reach their financial goals.

Ella Patel

Ella is a Chartered Financial Planner and Fellow of the Personal Finance Society with five years of experience in financial planning..

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Ella Patel

Ella is a Chartered Financial Planner and Fellow of the Personal Finance Society with five years of experience in financial planning. She brings a strong foundation of technical knowledge and a passion for providing holistic financial advice, helping clients navigate both their immediate and long-term financial goals.

Having been raised in a family of doctors, with both her parents and sister working in the medical profession, Ella has developed a deep understanding of the unique financial challenges faced by medical professionals. This perspective, combined with her expertise, allows her to offer tailored financial strategies that align with her clients’ needs and aspirations. Ella is committed to helping her clients achieve financial security and peace of mind, and she takes pride in building lasting relationships that support them throughout their financial journey.

Our 7 step process

We’ll work with you to develop a customised plan that considers your circumstances and helps you work towards your financial goals. We help make it happen.

01

Initial call

Our Financial Planner will listen to your needs, discuss how we can assist, and schedule a meeting to understand your objectives.

02

Information
sharing

We'll send a pack outlining our services, fees, and process. Complete the secure form using your financial documents.

03

Your
planning
meeting

We'll review your info, get to know you, and understand your goals to create a personalised Financial Plan.

04

Analysis

Our team will review your information and use cash flow modelling to map out your finances, including 'what if' scenarios.

05

Your financial
plan

Using the latest analysis, your Financial Planner and team will create a clear plan to help you achieve your financial goals.

06

Plan presentation
& implementation

Your Financial Planner will present the plan, and their team will implement it, keeping you updated along the way.

07

Review &
support

Your Financial Planner will review your plan annually, track progress, and offer support with adjustments as needed.

Top tips
  • Be open and honest about your goals and priorities.

  • The more information you provide, the more tailored your financial plan will be.

  • Ask questions! We’re here to help and ensure you feel confident about your financial choices.

Our BMA partnership

“We are pleased to announce our partnership with Fidelius to provide independent financial advice to our members. With specialist advice for medical professionals and an enhanced range of services, we are confident Fidelius will best serve the individual needs of all BMA members.”
Trevor Pickersgill
BMA Treasurer
“Following an extensive due diligence process, we are delighted that the BMA have chosen to work with Fidelius. We are very excited to provide Financial Planning, Wealth Management and Mortgage services to their entire membership and look forward to a long collaborative relationship.”
Steve Skelding
Fidelius Head of Commercial

Why choose Fidelius

We are proud to be recognised as a Chartered Financial Planning firm, a true representation of our dedication to deliver outstanding service to our clients. 

Fidelius was placed in the Top 20 in the FT Top 100 Financial Advisers in 2024, an award which we could not have received without the great people that make up Fidelius.

We are also recognised as a Citywire New Model Adviser Top 100 firm – which we were awarded in 2024 and celebrates the best of the professional planning community in the UK.

Our clients also help celebrate our success. Having been awarded as a VouchedFor Top Rated Advice Firm 2025, we are proud to be backed by an impressive 4.7 out of 5 score from over 1,900 customer reviews.

What our clients say

01 – 02

“Paul Barker’s knowledge of NHS pensions is encyclopaedic and his advice to those who put their financial affairs in his hands is utterly reliable. A dose of Paul is just what senior clinicians and managers, often with complex employment histories, need when it is time to focus on a financially secure future and transition to retirement. Paul ‘gets’ NHS professionals, applying a commendable bedside manner with super sharp (and ethical) investment planning advice. Paul’s service is personal, psychologically sensitive and a rare find.”

Claire Johnston

Programme Director, Capital Nurse, North Central London

“Honestly if you need a pro who knows the NHS pension scheme inside and out ( as well as other Finance things) then I can not rate Paul highly enough. Insightful, clear, composed, credible, knowledgeable, patient and relevant is how I would view him. After several failed encounters with ‘professionals’ working in this space – Paul literally saved my pension! He has a gold star recommendation award from me.”

Helen Page

CEO Havering Health

Let’s have a talk. Together.

Get in touch today and we can arrange a complimentary phone call at a time that is convenient for you to go through your financial aspirations, and we’ll work together to make it happen.

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Fidelius Ltd is authorised and regulated by the Financial Conduct Authority. Our FCA reference number is 188615. Fidelius Ltd registered office is: No. 1 Bath Quays, 1 Foundry Lane, Bath, BA2 3GZ. Company registration number is 03658809 ENGLAND. Fidelius Wealth Management, Fidelius Employee Benefits, and Fidelius Mortgages are all trading styles of Fidelius Ltd. The advice and/or guidance contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

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