Pension advice: get your free consultation

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.

  • Define your personal goals and objectives
  • Understand your total investment picture
  • Speak to a qualified, FCA-regulated, independent financial advisor you can trust
  • Rated 4.7/5 on VouchedFor from over 1,500 reviews

Your initial consultation is free and without obligation, but if the IFA feels you’d benefit from paid financial advice, they’ll go over how that works and the charges involved. As with all investments, your capital is at risk.

fidelius reviews
2024_FTAdviser_Top20 (1) 1
chartered financial planner

Book my free consultation

Please note that Fidelius is not able to advise on defined benefit / final salary (e.g. NHS) pensions.

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Why get a free pension consultation...

  • Define your personal goals and objectives
  • Understand your total investment picture
  • Speak to a qualified, FCA-regulated, independent financial advisor you can trust
  • Rated 4.7/5 on VouchedFor from over 1,500 reviews

Your initial consultation is free and without obligation, but if the IFA feels you’d benefit from paid financial advice, they’ll go over how that works and the charges involved. As with all investments, your capital is at risk.

fidelius reviews
FTAdvisor Top 100
chartered financial planner

How to get started

Ready to speak to a financial advisor? Fill in a few quick details to get started. Your first consultation is free.

STEP 1

Fill in your details

Fill in a few basic details and you’ll you’ll be matched to an advisor based on the type of advice you need, the level of assets you have, and where you live.

STEP 2

Speak to an expert advisor

Your advisor will discuss your goals, investment picture and answer questions. They’ll also discuss whether you’d benefit from paid financial advice.

STEP 3

Take control of your pensions

You should have a clearer idea of your options and the opportunities available to you. If you’d like further help, you can arrange that with your advisor.

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Why choose Fidelius?

At Fidelius, we believe in a full approach to financial planning – it’s about looking at the whole picture to really understand all aspects of your life and finances. Then once we know where you are, and where you want to go, we can give you really informed and tailored advice to help you achieve your goals and secure your future….

  • FCA Authorised
  • VouchedFor Top Rated Advice Firm 2024 – rated 4.7/5 from over 1,500 customer reviews
  • FTAdviser Top 20 Financial Advice Firm 2024
  • Not tied to specific providers – access to whole of market
  • Fidelius have around £2 billion assets under management

Meet the pension experts

Rated 4.7/5 stars on VouchedFor from over 1,500 reviews, their team of expert Financial & Chartered Financial Planners work closely with you to understand your specific needs, and be there to guide you through some of life’s most important decisions.

Rachel Henley

Rachel Henley

4.8/5 from 187 reviews

Craig Chapman

Craig Chapman

4.6/5 from 84 reviews

Martin Grundy

Martin Grundy

4.6/5 from 48 reviews

Dane Kerkin

Dane Kerkin

4.5/5 from 26 reviews

Why we're recommending Fidelius for financial advice

Stuart Lewis

“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

Get in touch​​

Submit a few basic details to arrange a your free pension consultation with an expert, FCA-regulated financial planner near you.

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.