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Claritas’ Transaction Taxes team are pleased to have advised the shareholders of Fidelius, one of the UK’s leading independent wealth management and employee benefit companies, on a significant minority investment from Söderberg & Partners, one of the Nordic region’s leading financial advisers and brokers of insurance and financial services.

Peter Hully, Partner at Claritas Tax, commented “It was a real pleasure working with Ian Fowler and Chris Phipson at Fidelius and the team at Cavendish Corporate Finance, playing a part in securing this important investment for the business.  Fidelius have grown both organically and through acquisition and have a strong M&A focus within their leadership team. The partnership with Söderberg & Partners will help super charge their ambitious growth plans and continue to invest in their people and clients. Both Söderberg and Fidelius care about building long term and trusting relationships with their clients, making them an ideal cultural fit.  Special thanks also to Alex Hall, Head of Valuations at Claritas Tax, who played a key role on this transaction.

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