{"id":2037,"date":"2024-01-19T17:49:15","date_gmt":"2024-01-19T17:49:15","guid":{"rendered":"https:\/\/www.gunnerandco.com\/?post_type=insights&p=2037"},"modified":"2024-01-22T18:04:17","modified_gmt":"2024-01-22T18:04:17","slug":"soderberg-partners-takes-minority-stake-in-bath-based-advice-firm-fidelius","status":"publish","type":"insights","link":"https:\/\/www.gunnerandco.com\/insights\/soderberg-partners-takes-minority-stake-in-bath-based-advice-firm-fidelius\/","title":{"rendered":"S\u00f6derberg & Partners takes minority stake in Bath-based advice firm Fidelius"},"content":{"rendered":"

Swedish advice firm S\u00f6derberg & Partners has bought a minority stake in Bath-based advice firm Fidelius, for an undisclosed sum, subject to FCA approval.<\/p>\n

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This is the seventh stake made by S\u00f6derberg & Partners and follows the news that it had taken a minority stake in London wealth management firm Vintage and Croydon-based IFA PK Financial.<\/p>\n<\/div>\n<\/div>\n<\/div>\n

Fidelius, provides services including wealth management, employee benefits, mortgages and specialises in advice to returning expats.<\/p>\n

Jim Grant, chief executive of Fidelius commented on the deal ” In S\u00f6derberg & Partners we have found a partner who sees the world the same way we do.<\/p>\n

\u201cI am very excited to have S\u00f6derberg 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.<\/p>\n

\u201cIt can be hard for financial planning firms to raise quality investment to allow for growth, but with S\u00f6derberg we can help make this a reality.\u201d<\/p>\n

S\u00f6derberg & Partners chief executive Gustaf Rentzhog said: \u201cFidelius is a business with significant upside potential.<\/p>\n

\u201cWith 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.\u201d<\/p>\n

 <\/p>\n

If you are looking to sell your business, find out more about the selling process and how Gunner & Co. can help you. Book a meeting with our Head of Brokerage Gwill<\/em>\u00a0here<\/em><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

S\u00f6derberg & Partners has bought a minority stake in Bath-based advice firm Fidelius to continue UK expansion.<\/p>\n","protected":false},"featured_media":1380,"template":"","insight-category":[3],"insight-tag":[],"acf":[],"yoast_head":"\nS\u00f6derberg & Partners takes minority stake in Bath-based advice firm Fidelius - Gunner & Co<\/title>\n<meta name=\"description\" content=\"S\u00f6derberg & Partners has bought a minority stake in Bath-based advice firm Fidelius to continue UK expansion.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.gunnerandco.com\/insights\/soderberg-partners-takes-minority-stake-in-bath-based-advice-firm-fidelius\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"S\u00f6derberg & Partners takes minority stake in Bath-based advice firm Fidelius\" \/>\n<meta property=\"og:description\" content=\"S\u00f6derberg & Partners has bought a minority stake in Bath-based advice firm Fidelius to continue UK expansion.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.gunnerandco.com\/insights\/soderberg-partners-takes-minority-stake-in-bath-based-advice-firm-fidelius\/\" \/>\n<meta property=\"og:site_name\" content=\"Gunner & Co\" \/>\n<meta property=\"article:modified_time\" content=\"2024-01-22T18:04:17+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.gunnerandco.com\/wp-content\/uploads\/17.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"675\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.gunnerandco.com\/insights\/soderberg-partners-takes-minority-stake-in-bath-based-advice-firm-fidelius\/\",\"url\":\"https:\/\/www.gunnerandco.com\/insights\/soderberg-partners-takes-minority-stake-in-bath-based-advice-firm-fidelius\/\",\"name\":\"S\u00f6derberg & Partners takes minority stake in Bath-based advice firm Fidelius - 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