Fidelius CEO steps down as Swedes’ stake approved

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.

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Financial Planner Fidelius partners with platform Hubwise

Financial Planning firm Fidelius has selected Hubwise as its new investment platform.

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