Fidelius Group Announces Acquisition of Bath-based IFA

Fidelius Group, a leading financial services company, announced that it 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 specializes 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 business.

Jim Grant, chief executive at Fidelius Group says: “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.”

Fidelius currently has £1.75bn funds under management and 130 staff based in its offices around the UK in Bath, Cheltenham, Chelmsford, Bridgewater, Mansfield and London.

Robson Taylor IFA principal Paul Timmins says: “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. Fidelius is an extremely well-respected business with shared client-centred values.

“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.”