Our Solutions
We’re here to help you achieve your financial goals by putting in place a plan to make it happen.
Your goals are as unique as you are. Financial planning spans a wide array of areas, all looking at how you can give you the life you want now and in the future.
Proudly Independent
We are proud of our independence, meaning we have no in-house investment funds which could lead to bias when investing.
We source the entire market, meaning we can choose the investments which will work in your favour and help you achieve your goals.
Discover Fidelius Medical’s Services
Making the most of your money.
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.
Is your pension working as hard as you are?
The NHS Pension is one of the best on offer but can be hugely complex.
It pays to understand the impact small actions now have in the long run.
Our team can work with you to ensure your pension is working in your favour.
Whether you’re looking to move house or get onto the ladder, we speak your language.
Fidelius Medical works with lenders familiar with medical proesssionals.
Protect what matters most to you.
Being prepared for “what if” scenarios is a key part of financial wellbeing and is an early step in building a financial plan with Fidelius Medical.
Is your legacy planning in top shape?
Build a plan to help look after the next generation.
Previously lived or relocated from overseas?
Fidelius Medical’s expert team of returning overseas Financial Planners are here to create a tailored plans for your specialist needs.
Our high standards
We’re proud to be recognised as a Chartered Financial Planning Firm.
This status is a genuine mark of trust, reflecting the exceptional service we provide to every client.
Tailored advice for every client
We’re proud to be able to service a wide range of clients depending on their needs.
Whether you’re at the earlier stage of your career and starting to grow your wealth, or looking to maximise your retirement and your wealth, we offer:
- Evolve – up to £250,000
- Enhance – over £250,000
- Bespoke – over £3,000,000
Our achievements & awards
We are extremely proud to be a Chartered Financial Planning firm. Demonstrating the highest levels of expertise, knowledge and professionalism in the financial planning profession. This accreditation tells our clients that we put them first.
We are proud to be a VouchedFor Top Rated Advice Firm 2024 & 2025 with an impressive 4.7 out of 5 score gained from over 2,000 customer reviews.
In 2024 & 2025, we were a Citywire New Model Adviser Top 100 Firm – an honour which celebrates the best of the professional planning community in the UK.
Not only are we in FT Adviser’s Top 100 in 2025 but we came in the Top 20 across the whole of the UK for a third year running, which has been described by the title as the “best of the best”.
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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.
