This year, Fidelius became a member of Business in the Community. As a result, it is rebuilding its responsible business strategy and has begun new initiatives, including offering volunteering to educate charities and students on finances.

The Bath-based advice firm is also focused on developing talent internally. Fidelius offers in-house training and development to established and aspiring paraplanners and financial planners. These employees are supported financially and get their study time back.

Fidelius continually reviews its recruitment process to make it more efficient and easier for candidates to apply for a suitable role.

To attract new talent into the profession, the firm, headed by CEO Jim Grant, attends career fairs to engage with university students about their careers.

In order to improve its service to clients, it has engaged Investor In Customers to review its wealth management experience.

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