Swedish advice firm Söderberg & Partners has bought a minority stake in Bath-based advice firm Fidelius, for an undisclosed sum, subject to FCA approval.

This is the seventh stake made by Söderberg & Partners and follows the news that it had taken a minority stake in London wealth management firm Vintage and Croydon-based IFA PK Financial.

Fidelius, provides services including wealth management, employee benefits, mortgages and specialises in advice to returning expats.

Jim Grant, chief executive of Fidelius commented on the deal ” In Söderberg & Partners we have found a partner who sees the world the same way we do.

“I am very excited to have Söderberg working alongside us to support Fidelius in investing into smaller entrepreneurial firms who require the correct support and resource in order to realise their true growth potential.

“It can be hard for financial planning firms to raise quality investment to allow for growth, but with Söderberg we can help make this a reality.”

Söderberg & Partners chief executive Gustaf Rentzhog said: “Fidelius is a business with significant upside potential.

“With a strong brand and an exceptionally experienced management team, I have no doubt that this already successful and growth-oriented business will go from strength to strength.”


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