Fidelius Group acquires Bath-based IFA

Adds £105m AUM

Tom Ellis
clock • 2 min read

Fidelius group has acquired Bath-based adviser firm Robson Taylor IFA for an undisclosed sum.

The deal will add £105m assets under management (AUM) and more than £750,000 in revenue to the group. Fidelius said all Robson Taylor IFA staff will remain with the firm, including the principals Paul and Debbie Timmins, adding to its 100-strong workforce. The group's staff are based around the country with offices in Bath, Cheltenham, Chelmsford, Bridgewater, Mansfield and London. Robson Taylor IFA will also change its name to Fidelius and the group said there would be no changes to the costs of the IFA's clients. The deal comes almost 12 months after Fidelius made a deal with Pac...

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