Page 2 - Fidelius Group News Today : Breaking News, Live Updates & Top Stories | Vimarsana

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 group's staff are based around the country with offices in Bath, Cheltenham, Chelmsford, Bridgewater, Mansfield and London. Related articles Robson Taylor IFA will also change its name to...

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 Robson Taylor IFA will change to Fidelius. This is Fidelius Group’s fifth acquisition. Jim Grant, ch...

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 Robson Taylor IFA. Robson Taylor IFA principals Paul and Debbie Timmins will also remain with the b...