Our Services
Fidelis Wealth Management work alongside our UK regulated sister company to provide the highest quality of service to our clients. Our model is to offer the same quality of advice to our international clients as we do to our UK clients. Our fees are completely transparent, meaning you can have full trust in the service you receive and the knowledge that our advice is truly independent.
Envisioning a bright future for ourselves and our loved ones is a universal aspiration. At the heart of our services—ranging from comprehensive retirement planning to strategic wealth management, our core commitment is to empower you to achieve that envisioned future and live life on your terms.
Whether you’re navigating the complexities of expatriate living, seeking tailored pension advice, or looking for effective ways to mitigate tax, we are here to provide the clarity and guidance you need. Our team is dedicated to helping you maintain control over your financial landscape, while giving you the confidence that comes with knowing your wealth is being expertly managed.
Additionally, we offer specialist currency services to support your global financial needs, ensuring that currency risk is minimized whether you're making international investments, buying property abroad, or managing cross-border transactions.
From retirement strategies to estate planning and beyond, our goal is to provide a 360-degree approach to your wealth, securing both your present and your future.
Foreign Exchange
Whether you're managing overseas investments, buying a holiday home, or running an international business, our foreign exchange services offer tailored solutions. We help you navigate currency risks and optimise cross-border transactions, ensuring your global financial activities are efficient and effective.
Trust Services
There can be many reasons to setting up a trust, from asset protection, tax mitigation and succession planning being of the most common.
The benefits of establishing a Trust will vary depending on your own individual circumstances and our advisers will guide you through the options to find the best solution.
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