Jim Grant, CEO of Bath-based Chartered Financial Planner Fidelius, is stepping down after 12 years in the role as the FCA gives the go ahead to Swedish wealth manager Sӧderberg & Partners to take a minority stake in the business.

Chartered Financial Planning firm Fidelius Group has moved into new headquarters at a landmark office building, No 1, Bath Quays, Bath which it says will help promote "hybrid working."

International wealth manager deVere Group has set up a “strategic partnership” with UK Financial Planner Fidelius Group to serve expats returning to the UK.

Chartered Financial Planning firm Fidelius is to acquire two Financial Planning businesses from Pacific Asset Management (PAM) in a swap deal.