Fidelius merges with London-based Timothy James & Partners

AUM to exceed £3bn

Jen Frost
clock • 2 min read

Fidelius is set to merge with Timothy James & Partners (TJP), bringing its adviser count to 50 and assets under management to over £3bn.

TJP will retain its name and branding as it becomes part of Fidelius, it was confirmed in a press release shared this morning (30 May). The TJP senior management team are expected to remain in place on completion on the merger, with TJP founder and managing director Tim Whiting to lead a "fast growth team" with a focus on larger clients. The combined businesses will have revenues of more than £30m and will service a "wide range" of clients with specialisms in the SME, professional, medical, arts and media sectors. London-based TJP has 16 financial planners. The merging firms have offi...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

Jen Frost
Author spotlight

Jen Frost

Editor at Professional Adviser

More on Companies

Investment platform TILLIT to shut down

Investment platform TILLIT to shut down

No new accounts can be opened and it will close on 12 September

Sorin Dojan
clock 26 June 2025 • 1 min read
First Wealth on hunt to acquire like-minded financial planning firms

First Wealth on hunt to acquire like-minded financial planning firms

Follows significant financial backing from Marlborough

Jenna Brown
clock 24 June 2025 • 5 min read
Openwork in growth push with partner firm Milecross acquisition

Openwork in growth push with partner firm Milecross acquisition

Makes first investment into one of its partner firms

Jenna Brown
clock 19 June 2025 • 2 min read