About Robson Taylor IFA
Robson Taylor IFA is a Financial Services company based in Bath (United Kingdom) founded in 1995, and was acquired by Fidelius in April 2021. Investment and wealth management services are offered to clients. Its focus areas include Asset Management and Diversified. Its competitors include FNZ, Investec and Aviva; 1 of its 3 listed competitors has raised funding.
Company details
Robson Taylor IFA, established in 1995, excels in offering financial products and advice, managing assets, and diversified. Investment wealth management firm. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Bath, United Kingdom
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website robsontaylorifa.co.uk
- Acquired by Fidelius (Apr 2021)
Investors in Robson Taylor IFA
Robson Taylor IFA has secured backing from 1 investor. Prominent investors backing the company include Fidelius.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provider of wealth management services | 1998 | fidelius.co.uk | Bath, United Kingdom |
Investor details for Robson Taylor IFA
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Timeline of Robson Taylor IFA
2 dated milestones of Robson Taylor IFA across 26 years, from founding to its latest funding, stage changes and deals.
- Founded Robson Taylor IFA is founded.
- Exit Acquired by Fidelius.
Competitors of Robson Taylor IFA
Robson Taylor IFA has 3 listed competitors in our database, 1 of them funded. They include FNZ, Investec and Aviva.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| investec.com | 1974 | London, United Kingdom | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | ||
| aviva.com | 1696 | London, United Kingdom | 27,873 | Insurance and asset management services are offered in multiple regions. |
Detailed competitors of Robson Taylor IFA
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Top companies in Asset Management
3 companies that operate in the same segment as Robson Taylor IFA (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | USD 6.37 B | 7,550 | ||
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | USD 141.4 B | 211,000 | ||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
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Frequently Asked Questions about Robson Taylor IFA
Robson Taylor IFA was founded in 1995.
Robson Taylor IFA is headquartered in Bath, United Kingdom. It is registered at Bath, Somerset, United Kingdom.
Robson Taylor IFA, established in 1995, excels in offering financial products and advice, managing assets, and diversified. Investment wealth management firm. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide. It continues to evolve, meeting industry challenges with strategic approaches.
Robson Taylor IFA has 1 investor. Key investors include Fidelius.
Yes. Robson Taylor IFA was acquired by Fidelius in April 2021.