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.
Our experts are here to help
Financial planning for you
Everyone needs a financial plan to reach their goals. What does yours look like?
Achieving your goals
What do you want to get out of your investments?
When you’re investing, you need a service that’s built specifically around your goals and appetite for risk.
We’ll build a portfolio that is realistic, works for you and adjusts as your circumstances do.
Understanding your NHS Pension
Get a better overview and control of your NHS Pension.
We can help maximise your future including through the McCloud remedy, your tax position and annual allowances.
Put yourself in position to make your money go further for a better retirement
Making the most of your money
What do you want to get out of your investments?
When you’re investing, you need a service that’s built specifically around your goals and appetite for risk.
We’ll build a portfolio that is realistic, works for you and adjusts as your circumstances do.
Planning your retirement
Where do you want your retirement to take you?
To live the life you’ve always imagined, only true financial planning will get you there.
We’ll listen to your goals and together, we’ll create a plan that helps you reach them.
Protecting your family
Are you prepared for the future, whatever it looks like? Real life financial planning will provide a financial safety net for your loved ones, giving them security when they need it most.
Let’s work together to take the straightforward steps to safeguard your family’s future.
Looking after the next generation
You’ve worked hard for what you have, so you want to pass on as much of your wealth to your loved ones as you can. With thoughtful financial planning, your legacy can help the next generation lead a better life.
Together, we can give your family financial security even when you’re no longer there.
Managing your tax affairs
Does your money work as hard as you do? Careful planning can reduce your tax burden so you only pay what you owe.
We’ll create a plan that’s based on your life, so you get the most out of your finances.
Finding the right mortgage
How are you making sure you’re getting the best deal for you? If you’re a first-time buyer or an experienced property investor, we’ll help you cut through the noise and find the right mortgage for you.
We’ll take the time to understand everything about you and help you turn your dreams into reality.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Investment performance is not guaranteed, and the value of investments may go down as well as up. You may receive less than the amount you originally invested. Past performance is not indicative of future performance.
Our 7 step process
01
Our Financial Planner will listen to your needs, discuss how we can assist, and schedule a meeting to understand your objectives.
02
sharing
We'll send a pack outlining our services, fees, and process. Complete the secure form using your financial documents.
03
planning
meeting
We'll review your info, get to know you, and understand your goals to create a personalised Financial Plan.
04
Our team will review your information and use cash flow modelling to map out your finances, including 'what if' scenarios.
05
plan
Using the latest analysis, your Financial Planner and team will create a clear plan to help you achieve your financial goals.
06
& implementation
Your Financial Planner will present the plan, and their team will implement it, keeping you updated along the way.
07
support
Your Financial Planner will review your plan annually, track progress, and offer support with adjustments as needed.
- 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.”
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
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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.
