Fidelius receives a significant investment by Söderberg & Partners
January 2024 — Fidelius Ltd, an independent financial services group, has received a significant investment by Söderberg & Partners, one of the Nordic region’s leading financial advisors.
Fidelius, with offices across Bath, Cheltenham, Chelmsford, London and Mansfield in the UK, offers a suite of advisory services, including wealth management, employee benefit mortgages, as well as specialist advice to returning expats. Launched in 1998, Fidelius has grown significantly through both organic and M&A expansion.
Söderberg & Partners is one of the Nordic region’s leading financial advisors and brokers of insurance and financial services. Founded in 2004, the group has grown to approximately 1,800 employees in seven countries.
The deal is one of the largest so far in the UK for Söderberg & Partners as they commit to becoming a top wealth player. Söderberg & Partners will support Fidelius as it invests into smaller entrepreneurial wealth firms who require the correct support and resource in order to realise their true growth potential.
Our role in the transaction
Oaklins Cavendish, based in the UK, advised the shareholders of Fidelius. This transaction showcases Cavendish’s expertise within wealth, a sector which continues to see substantial levels of investment and consolidation.
Jim Grant
CEO, Fidelius Group
Talk to the deal team
Related deals
Life & Mobility has attracted investor Bolster Investment Partners
Life & Mobility, a leading developer and manufacturer of premium mobility and rehabilitation solutions, has welcomed Bolster Investment Partners as a new shareholder. The partnership provides Life & Mobility with a strong long-term partner to support the company’s next phase of growth, with a continued focus on product innovation, strengthening its leading market position and further international expansion. The company’s mission remains to enhance the mobility, independence and quality of life of end users through innovative, sustainable and circular mobility solutions designed for multiple life cycles.
Learn moreHulcher has been acquired by Turnspire Capital Partners
Hulcher Services, Inc., a leading provider of specialized rail, industrial and infrastructure services across North America, has been acquired by Turnspire Capital Partners LLC. The partnership with Turnspire marks the next chapter in Hulcher’s growth, bringing together a proven operator of mission-critical infrastructure services with an investor committed to supporting the company’s people, capabilities and long-term development.
Learn moreWestBridge has made a majority investment in Beckett Investment Management
WestBridge Fund Managers Limited has agreed to make a majority investment in Beckett Investment Management Group, a leading financial planning business in the east of England. The transaction is the fifth investment from WestBridge III and is subject to regulatory approval by the Financial Conduct Authority (FCA).
Learn more