Growth partnerships for ambitious Independent Financial Advisers
Working with Fidelius, an FT Adviser Top 20 IFA
With over 35 years’ experience in financial planning, Andy Ingram is working with Fidelius to identify driven IFAs across the UK who are looking to scale but finding it hard on their own.
Powerful partnerships
Through their partnership proposition, Fidelius are using a human led, technology supported approach on their mission to become the UK’s most recommended adviser.
Proven track record
Andy Ingram is hugely experienced and successful within the financial planning industry, with 25 years’ experience as an IFA and 15 years as Ingram Wealth Management as a Partner Practice of St. Jame’s Place Wealth Management.
Helping clients achieve their aspirations, now helping IFA’s achieve theirs
During his career, Andy specialised in advising investment planning solutions and both corporate and personal pension planning, focusing on providing financial plans for clients to help them achieve their aspirations.
e: aingram@ifapartners.co.uk p: 07863 030 057
IFA Partners are looking for IFAs who:
1
Build deeper client relationships without sacrificing growth
Love building relationships, but are trying to answer the question of “how do I expand my business without giving up that precious commodity of time with clients?”
2
Want technology that enhances, not replaces, the client experience
Want access to technology that truly supports the client experience.
3
Value independence and can serve clients without bias
Treasure independence and removing bias for their clients.
4
Deserve better than private equity consolidation
Deserve a better outcome for their clients, people, and themselves than offered by a market saturated by private equity and vertically integrated consolidators.
The IFA firm advisers deserve
Fidelius are proud to be an IFA for IFAs.
As a large firm with the powerful backing of Nordic-based Soderberg & Partners, the group are using a human led, technology supported approach to help advisers spend more time with clients.
e: aingram@ifapartners.co.uk p: 07863 030 057
An award winning firm
Fidelius pride themselves on their objective based financial planning, recognised by both clients and the industry
Fidelius have partnered with numerous IFAs over the years, helping them to grow and releasing the burden of running a business, freeing up time and energy to focus on advising.
Headquartered in Bath, the firm have 240 people across 4 offices, including a flagship London office on The Strand.
Fidelius are recognised as a FT Adviser Top 20 IFA, Money Marketing Advice Firm of the Year 2025, VouchedFor Top Rated 2026 and Citywire NMA Top 100.
Breaking through growth barriers
Fidelius is not a consolidator. They are working with IFAs who are looking to be part of a growing group of firms.
They have pushed through the challenges of growing a business; regulations, compliance, technology and operations – all becoming more complex as you grow.
Ready to explore what’s possible for you and your firm?
Let’s talk about how we can remove the barriers holding your business back, whether that’s scale, succession, or simply having the space to focus on advising again.
Get in touch for a confidential, no obligation call.
