News

9
Apr

Fidelius gains £105m AUM through acquisition

Fidelius Group, the national financial planner, has purchased Bath-based Robson Taylor IFA. The acquisition will bring Fidelius £105m in assets under management, and over £780,000 in revenue.

Robson Taylor specialises in retirement planning, as well as investment, savings and protection.

There will be little structural change following the acquisition, with all staff – including principals Debbie and Paul Timmins – remaining in the business. However, Fidelius will bring Robson Taylor under their brand.

Chief executive of Fidelius Group, Jim Grant, commented: “I have known Paul and Debbie for many years and have long thought Robson Taylor IFA would be an excellent fit for Fidelius, when the time was right for all parties.

“Paul, Debbie and the team at Robson Taylor IFA have worked very hard to build a great business, which is focussed on valued long-term client relationships, and this fits very well with the Fidelius approach.”

Mr Timmins said: “Robson Taylor has been part of my life for 20 years. My team, client loyalty and friendships have been at the heart of what we do to provide the best advice.

“With an ever-increasing regulatory burden, we are now looking forward to adopting their services and expertise, benefitting from the economies of scale that Fidelius, as a bigger business, has in place. My saved time can be used to focus 100 per cent on servicing my clients, which is the part I enjoy most.”

For more stories of recent merger and acquisition activity, see our dedicated news page.