top of page

Fides Financial Management offers a highly personalised and confidential Retirement Planning Service. We are also  Specialist Equity Release Advisers.

We recognise that with financial success comes increased responsibilities and complexity. This brings new challenges, including the structuring, preservation and transfer of wealth to future generations.

We can assist you in planning to achieve your retirement dreams. We can show you how to best take and possibly increase your pension income. This is particularly important given the poor investment climate and reduced annuity rates.

We can assist you consider if Equity release could be an option to provide income or clear the interest only mortgage and others debts you may require help with, before entering full retirement.

We work to ensure the best financial security possible for your family, business and accumulated wealth, making sure that your long term plans happen, regardless of accident or future health issues.

We explain at the outset that we prefer to be 'in for the long haul' and our goal is to be one of your family's trusted advisers. Our clients, their children and wider family all have unique needs, plans and dreams, which will change and adapt overtime.

bottom of page