About Us
We optimise your investment performance and you avoid high chargesOpesFidelio
Our extensive expertise as investment advisers and financial planners, coupled with our in-depth tax knowledge and regulatory licenses, equips us to provide expert guidance to expatriates throughout the cross-border EU landscape.
Our focus is on leveraging our strengths to offer comprehensive solutions tailored to the diverse financial challenges our clients may encounter.
Our Approach
Our distinctive approach means we offer continued professional support, ensuring our clients receive industry leading returns.
Mission Statement
Our mission at OpesFidelio is to revolutionise the EU financial services industry by prioritising client transparency, utilising cutting-edge technology, and fostering mutually rewarding relationships between clients and advisors. We’re dedicated to empowering advisors, facilitating a robust financial ecosystem, providing clients with fee clarity and integrity, and supporting advisors in cultivating enduring trusted relationships. Our goal is to ensure that all stakeholders prosper with confidence.
Join Us
You can join our network and start reaping the benefits straight away. Whether you are saving a monthly amount or have a lump sum to invest, we know how important it is to assist you in achieving your goals providing a financial environment to support you in every aspect of your financial future.
Over 40 Awards Since 2009

2023 IA Best Practice Adviser Awards
Winner Excellence in Investment Planning Europe

2023 IA Best Practice Adviser Awards
Winner Excellence in Digital Innovation Europe

2022 IA Best Practice Adviser Awards
Excellence in Client Service Europe

2022 Money Marketing
Small Advice Firm of They Year (Finalist)

2022 Money Marketing
Best Investment Advice Firm (Finalist)

2022 International Investment
Winner Excellence in Fintech (Industry)

2022 IA Best Practice Adviser Awards
Winner Excellence in Investment Planning Europe

2022 Moneyfacts Awards
Investment Life & Pensions (Finalist)
