Firm news
Private Wealth
Steven Bernstein
June 2026
Fidelius, the Bath-based advisory firm, and Lawrence Stephens, the London-based law firm, today announce a new joint venture, LS Wealth. This new venture will combine Lawrence Stephens full-service legal expertise with Fidelius’s fast-growing, objective-based financial planning business to create a fully integrated experience for clients.
The new venture, LS Wealth, is a trading style of Fidelius. With a seamless client experience at its heart, the joint venture will see strong collaboration between the two brands, expanding the proposition for both firms and increasing opportunities to generate leads and referrals.
Steve Skelding, Head of Commercial at Fidelius, said: “We are excited to have the opportunity to work closely with the skilled professionals at Lawrence Stephens as we launch our new venture, LS Wealth. There is a close cultural fit between our two businesses, rooted in exceptional client service. Our brands also feel aligned in terms of our commercial approach, so we look forward to seeing what we can achieve as we join forces in this way.”
Steven Bernstein, Chief Executive Officer at Lawrence Stephens, added: “We’re delighted to team-up with Fidelius. We believe that a joined-up approach from professional advisers can provide the optimum outcome for our clients. Fidelius’ clients often engage with them at some of the most critical stages in their personal or business journey. It’s no surprise then to find that they are often seeking legal advice at the same time as reviewing their wealth management options. We have enjoyed a longstanding relationship with their like-minded team who share our values, ambition and commitment and we look forward to working with them in this exciting new venture”
