Fidelius Medical

Specialist financial advice for medical professionals.

In partnership with the BMA

Whether you’re looking to better understand areas such as your NHS Pension, McCloud Remedy, protection planning, preparing for retirement or mortgages, we’re here to make it happen.

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

Request a Call Back

Objective based financial planning

At Fidelius Medical, we provide objective based financial planning.

We work with you to firstly understand your financial goals and objectives, before putting a plan in place to make it happen. Whether it’s saving for retirement, managing your investments or looking after future generations, we are here to make it reality.

Our solutions

Investing & Managing your Wealth

Pensions

Protection

Mortgages

Legacy Planning & Inheritance Tax

Returning Overseas

Explore our solutions

Why financial advice?

Your objectives are as unique as you are, guiding how and where your money is invested, ensuring it aligns with what matters most to you.

Financial planning can help you:

  • Create a realistic plan to achieve your objectives
  • Leverage tax efficient investments
  • Invest your money with increased confidence
  • Access a diverse range of financial products
  • Save time and stress managing investments
  • Frequent checks to keep your goals on track
  • Secure your future with estate planning

Complimentary phone call

Let’s bring your financial goals to life.

Get in touch today to arrange a complimentary phone call at a time that suits you.

We’ll explore your aspirations and work together to build a plan that makes them happen, with clarity, confidence, and expert guidance.

Book a call

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.

Meet some of our experts

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.

Colin Fletcher

Colin’s career started back in 1986 with NatWest. He became a mortgage adviser in 1993 then became a qualified Independent Financial Adviser in 1996.

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Coling Fletcher

Colin’s career started back in 1986 in the Banking sector with NatWest, where he developed an interest in the Financial Services industry, initially as a mortgage adviser in 1993 then became a qualified Independent Financial Adviser in 1996.

Colin has gained valuable experience in the life, pension and investment markets during the last 20 years, working with professional connections and developing relationships with their individual and corporate clients. Colin specialises in pensions, investment and estate planning for individuals and corporate clients. He now lives in Hutton in Essex with his wife, two daughters and two cats. In his spare time, Colin is a keen golfer playing off a handicap of 14 and enjoys keeping fit by running at various events to raise funds for local and national charities.

Ian Croxall

Ian is a Chartered Financial Planner combining over 10 years of industry experience with a high level of technical expertise.

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Ian Croxall

Ian is a Chartered Financial Planner combining over 10 years of industry experience with a high level of technical expertise to provide tailored financial planning advice to both individuals and small businesses throughout the UK. Ian began his career in Financial Services in 2006 at The Haven Partnership Ltd, which became Fidelius in 2011. Ian prides himself on building a thorough understanding of client’s values and goals and only then providing them with impartial, bespoke financial solutions coupled with a comprehensive on-going review service.

The Chartered title remains today’s ‘gold standard’ of excellence and integrity, and reinforces Ian’s commitment to raising standards of knowledge, capability and ethical practice, and the importance of professionalism. Ian is based in Cheltenham and provides holistic financial advice to an extensive range of clients. He is also a qualified Pension Transfer Specialist providing advanced pension planning solutions to private clients.

Joanne Bottrell

Joanne’s career started back in 1997 in the Banking sector with Midland Bank (HSBC).

Joanne Bottrell

Joanne’s career started back in 1997 in the Banking sector with Midland Bank (HSBC), where she developed an interest in the Financial Services industry, initially as a technical paraplanner and then became a qualified Independent Financial Adviser.

She has gained valuable experience in the protection, pension and investment markets during the last 28 years, working with professional connections and developing relationships with their individual and corporate clients. Joanne specialises in pensions, investment and estate planning for individuals. Working directly with accountants for most of her career she also has a vast amount corporate clients.

She lives in Canary Wharf with her Fiancé but is originally from Sutton Coldfield. In her spare time, she enjoys the gym, cycling and running. She has completed 23 marathons and multiple 100 mile cycle events. She plays golf badly and enjoys the theatre on a regular basis. Joanne has a passion for travel especially if this involves something active such as skiing.

Katy Ware

Katy has over 13 years of experience in the financial services industry, across mortgages and now as an Associate Financial Planner.

Katy Ware

With over 13 years of experience in the financial services industry, I began my career as a Mortgage Processor and moved into Wealth Management as an administrator working my way up the ladder to today, as an Associate Financial Planner.

I am passionate about helping clients make informed decisions that align with their financial goals and objectives.

I take a holistic approach to financial planning, working closely with individuals and families to build comprehensive strategies that support both their short-term needs and long-term aspirations. Whether it’s planning for retirement, protecting loved ones, or optimising investments, my mission is to empower clients to make their money work harder for them, so they can live the life they envision with confidence.

In my spare time I enjoy long countryside walks, going to the gym, running, and taking on different types of physical challenges as well as spending time with my family and friends.

Michael Lapham

Michael has worked in Financial Services since 1997 and been providing financial advice to clients since 2002.

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Michael Lapham

Michael has worked in Financial Services since 1997 and been providing financial advice to clients since 2002. He is a Chartered Financial Planner and Fellow of the Personal Finance Society and provides financial, investment and tax planning advice to private clients.

Predominantly working with private clients, including retirees and professionals from the legal and accountancy professions, trustees and small to medium sized business owners. More generally, Michael helps people who are either too busy to devote sufficient time or attention to their own personal financial planning and/or would prefer a professional to provide guidance.

Michael lives with his partner and their new baby, both of whom have a huge impact on his priorities. However he also tries to find time for other pursuits – travelling, music, cycling, swimming and watching other sports.

Priory Bazley

Priory has recently returned to the UK, following 5 years of working abroad as an international adviser in Milan, Switzerland, and Budapest

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Priory Bazley

Priory has recently returned to the UK to join Fidelius, following 5 years of working abroad as an international adviser in Milan, Switzerland, and Budapest. Throughout this time her focus has always been to provide holistic financial advice to clients with complex goals. Priory believes the biggest element of financial planning is trust and the relationship that is built between a client and advisor. Having seen the difference between having and advisor and not with her parents, she strives to advocate for all her clients. She is level 4 qualified whilst working towards achieving Chartered status.

Priory has returned back to Essex, having moved away over 10 years ago and outside of work, enjoys playing, coaching and umpiring in schools and the local league. Alongside this, she spends majority of her time adventuring with her dog, training for marathons, triathlons, Ironmen etc. when not seeing family and friends.

Sam Ormond

Sam began his career at IAG in Sydney. Sam began working for Robson Taylor IFA in 2017, who then joined the Fidelius Group in 2021.

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Sam Ormond

Sam graduated from the University of Wales Institute Cardiff with a degree in Accounting and Finance. Sam began his career at IAG in Sydney, he then worked for Hargreaves Lansdown when back in the UK. Sam began working for Robson Taylor IFA in 2017, who then joined the Fidelius Group in 2021.

Sam loves to build relationships and provide quality, holistic financial planning.

In his spare time Sam can be found outside, either playing golf, cycling or on the coast in his beloved Tenby.

Steve Workman

Steve is a Senior Financial Planner combining more than 20 years of industry experience with a high level of technical expertise in tailored and holistic advice.

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Steve Workman

Steve is a Senior Financial Planner combining more than 20 years of industry experience with a high level of technical expertise in providing tailored and holistic advice to individuals and businesses throughout the UK.

Steve joined Fidelius in September 2019, coming from a background in Private Banking, Retail Banking and Accountancy. Has also enjoyed working with expats giving financial advice in countries such as, Spain, France, Gibraltar and Kazakhstan.

Steve is based in Devon, where he lives with his wife Helen and 2 children. In his spare time Steve likes to watch Bristol City FC and go for long walks with the family’s adopted Spanish Water Dog Mimi.

Wendy Palmer

Wendy joined the Fidelius Paraplanning team in January 2020, and now holds the position of Associate Financial Planner in 2024.

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Wendy Palmer

Wendy is a Financial Planner with over 20 years’ experience in Financial Services. She joined Fidelius in 2020, with a strong technical background and works with individuals and small businesses.

Wendy enjoys taking the time to really understand what is important to her clients and working with them to create a clear, tax-efficient plan to help them achieve their goals. She will check in with her clients regularly to ensure they remain on track, adapting the plan as circumstances, priorities and legislation change over time.

Wendy lives in the Cotswolds with her family and enjoys spending her free time walking in the countryside and volunteering at the local arboretum.

Sandy McPherson

Sandy has 19 years experience in the Financial Services Industry. He has spent the last 12 years as a Financial Planner.

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Sandy McPherson

Sandy has 19 years experience in the Financial Services Industry. He has spent the last 12 years as a Financial Planner, providing technical expertise in tailored and holistic financial planning to both individual clients and small businesses.

Sandy specialises in working with company directors and shareholders to enable their companies to benefit from personal financial planning in the most efficient way, and creating a realistic retirement plan, to help his clients through their retirement journey.

Sandy prides himself on his integrity and enjoys helping his clients to understand the journey they are going through and how best to reach their goals and objectives.

Sandy is based in Netley near Southampton, where he lives with his family, Sandy spends most of his spare time on the water or on the golf course.

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

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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.

Request a Call Back