Announced

Completed

Fidelius completed its merger with Timothy James & Partners.

Synopsis

Fidelius, a financial advisory firm, completed its merger with Timothy James & Partners, a firm of independent financial advisers. Financial terms were not disclosed. “We are delighted to have the opportunity to bring the Fidelius and TJP businesses together into a large advice firm with a laser focus on advice and client service and ambition to become the top independent chartered firm in the UK. This partnership will be a significant step in our five-year plan for growth, giving us the scale to create central services and a centre of excellence to help power the teams at Fidelius, TJP and the other great advice firms we work with. We are excited about the merged capability of the two businesses,” Ian Fowler, Fidelius Chief Executive Officer.

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