Fidelius Group News Today

Mansfield firm has expanded through acquisitions

Evelyn Partners, the leading integrated wealth management and professional services group, has bolstered its Bristol team with two financial planning

Good morning and welcome to your Morning Briefing for Tuesday 9 August 2022. To get this in your inbox every morning click here. Pru apologises for service Pru has apologised for appalling levels of service experienced by hundreds of customers and insists it is working “extremely hard” to fix the issues. Money

To provide financial advice to returning expat clients

Fidelius Group adds 28 staff from deVere UK in latest deal Content by subject Professional Adviser hosts must-attend events for the financial adviser sector. The success and reach of the brand has enabled us to deliver a series of market-leading events, including our popular breakfast briefings, awards and conferences. Download and use the apps Access your subscription from outside of the office Get relevant news and insight straight to your inbox Adds £280m AUM Fidelius Group CEO Jim Grant: ...

In a bid to offer advice services to returning expat clients

Fidelius Group acquires Bath-based IFA Adds £105m AUM 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 groups staff are based around the country with offices in Bath, Cheltenham, Chelmsford,...

Deal brings £105m of assets under management to the group Independent financial planning firm Fidelius Group has acquired Bath-based company Robson Taylor IFA for an undisclosed sum. The acquisition of Robson Taylor IFA, which specialises in retirement planning, investments, savings and protection, will bring £105m ($144m, €121.1m) assets under management to Fidelius and £780,000 in revenue. All staff will remain with the business, including principals, Paul and Debbie Timmins. The name Ro...

Fidelius Group adds £105m AUM with IFA acquisition By Sonia Rach 9 th April 2021 2:12 pm Fidelius Group has acquired Bath-based firm Robson Taylor IFA, adding £105m to its assets under management and £780,000 in revenue. The deal will see Robson Taylor IFA, which specialises in retirement planning, investments, savings and protection, change its name to Fidelius. Fidelius said all staff will remain with the business and there will be no cost changes for clients of...