Titan Wealth has announced its intention to acquire East Anglian-based advisory and discretionary portfolio management (DPM) firms, Finance Shop and FS Wealth Management.
As part of the acquisitions, the two firms will become part of the Titan Wealth Group, taking the group’s total assets under management and advice to £37bn.
Finance Shop was established in 1990 and its team of 14 advisers works with local accountants and its 4,000 UK-based clients. It has £750m in assets under advice and offers face-to-face independent advisory services on retirement, mortgage, tax planning and protection for personal and corporate clients across the UK.
FS Wealth Management offers DPM with £340m in assets under discretionary mandate, creating tailored investment portfolios for clients, ensuring alignment to their requirements.
Titan Wealth said the latest acquisitions would bolster its presence in East Anglia and enable Finance Shop to offer a greater range of services to its clients.
Joint group chief executive officer at head of merger and acquisitions at Titan Wealth, Andrew Frearon, said: "We are pleased to welcome Finance Shop and FS Wealth. The firms have built a strong presence in East Anglia, a region of great importance to us. The acquisition allows us to continue building our geographical footprint in the East of England and further enhances our vertically integrated client offering.”
Director at Finance Shop, Nick Buchan, added: "We are delighted to be joining the Titan Wealth Group. The team’s support will enable us to offer better outcomes for our clients who are at the heart of our business. Titan Wealth’s scale will help to support our advisory and discretionary offerings."
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