Why we’ve partnered with Fidelius to offer pension advice
Rest Less has partnered with Fidelius to provide you with independent financial advice in the run up to and during retirement.
We understand just how vital it is that your money works as hard as it possibly can for you – after all, you’ve worked hard to build your savings – so it’s really important to us to work with a company that can help deliver the outcomes our members need.
With around £2 billion of assets under management, Fidelius offers financial services across the United Kingdom, including wealth management, pension and mortgage advice.
They will speak to everyone, whether you have a pension of £1m or £20k, so their advice is accessible to all.
Fidelius are rated 4.7 out of 5 from over 1,500 reviews on VouchedFor, the review site for financial advisors.
Stuart Lewis, co-founder and chief executive officer at Rest Less, said:
“Trust and transparency have always been a key priority for us, which is why we’ve chosen Fidelius to provide our members with financial advice. We wanted to partner with a well-established, FCA-regulated firm of advisors that is truly independent and can offer advice across the whole of the market.
“So, if you’re looking to take control of your pensions, why not get started by arranging a free consultation with an independent financial advisor local to you with Fidelius.”
Stuart Lewis, CEO - Rest Less
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What Fidelius can offer you
If you’re looking for pension advice, Fidelius can work closely with you to understand your needs, and offer tailored recommendations to help you achieve your retirement objectives.
As they’re independent, they’re able to source the best options for you from across the market.
Fidelius reviews
Fidelius are rated 4.7 out of 5 from over 1,500 reviews on VouchedFor, the review site for financial advisors.
“The decision to use an advisor was sought due to the fact that I had three separate pensions. Steve Ivory’s assistance and advice has been knowledgeable and invaluable to me. I would not have been able to complete the outcome on my own.”
Fidelius customer, Surrey
“He helped to consolidate our ideas into an appropriate set of investments to finance a retirement package for the foreseeable future, ensuring our level of financial risk was appropriate to our goals. Generally, the advice and products recommended have fitted the needs we outlined initially. We all want a very good return for minimal risk!”
Fidelius customer, Somerset
“I had various pension savings set up with various companies which I wanted to combine and receive advice relating to investing into a drawdown pension. Martyn has advised on the requirement I was seeking with regard to drawdown pension explaining steps along the way and shown the comparisons with annuity pension.”
Fidelius customer, Gloucestershire
“I have benefited from financial planning for over 30 years which has had a positive impact on my investments, pension arrangements and inheritance planning. Financial planning is a complex area and without guidance it would be quite easy to make the wrong decisions especially as legislation is continually being updated. David understands my financial situation extremely well and advises me how to ensure that I take advantage of my pension and investment arrangements as well as ensuring that I keep my eye on the future as I head into old age.”
Fidelius customer, Hertfordshire
“We were in a very fortunate position to have a multitude of different investments and several pensions spread across different providers, so we wanted expertise to understand what we had in order to plan and meet our future financial needs. Nick assessed & explained to us what investments we had and what we needed to do to meet our future plans. This has given us faith & confidence in the future as we head towards retirement within the next 10 years. We still need to look to what extent we increase/change pension contributions. But we have a plan to discuss further.”
Fidelius customer, Somerset
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Please note that Fidelius is not able to advise on defined benefit / final salary (e.g. NHS) pensions.
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As with all investments, the values may rise or fall, and are not guaranteed. Past performance is not an indicator of future performance.
The Financial Planning services are provided through Fidelius Ltd. Fidelius Ltd is responsible for the oversight of financial advice and promotions provided by Fidelius Ltd only. Please Note: other FCA regulated entities are held responsible for financial promotions that are not related to Fidelius Ltd.
Fidelius Ltd is authorised and regulated by the Financial Conduct Authority (FCA reference is 188615). Registered No. 03658809 ENGLAND. Registered Office: No.1 Bath Quays, 1 Foundry Lane, Bath, BA2 3GZ.