Fidelius merges with London-based Timothy James & Partners

AUM to exceed £3bn

Jen Frost
clock • 2 min read

Fidelius is set to merge with Timothy James & Partners (TJP), bringing its adviser count to 50 and assets under management to over £3bn.

TJP will retain its name and branding as it becomes part of Fidelius, it was confirmed in a press release shared this morning (30 May). The TJP senior management team are expected to remain in place on completion on the merger, with TJP founder and managing director Tim Whiting to lead a "fast growth team" with a focus on larger clients. The combined businesses will have revenues of more than £30m and will service a "wide range" of clients with specialisms in the SME, professional, medical, arts and media sectors. London-based TJP has 16 financial planners. The merging firms have offi...

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