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Fidelius receives a significant investment by Söderberg & Partners

Janeiro 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.

O nosso papel na transação

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.

Serviço
M&A sell-side
Entidades
“In Sӧderberg & Partners we have found a partner who sees the world the same way we do and the whole team at Fidelius is incredibly excited about the next phase of our journey. I would like to extend our thanks to the team at Oaklins Cavendish who ran an excellent process and provided quality, considered advice throughout – many thanks to the whole team!”

Jim Grant

CEO, Fidelius Group

Falar com a equipa da transação

Ben Goldring

Ben Goldring

Partner
Londres, Reino Unido
Oaklins Cavendish
Ver perfil Contacte-nos
Lloyd Evans

Lloyd Evans

Associate
Londres, Reino Unido
Oaklins Cavendish
Ver perfil Contacte-nos

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