Titan Wealth has acquired Bath-based independent financial advisory firm, Morgans Ltd.
The acquisition brings around 3,000 clients, five advisers and eight embers of support staff to Titan Wealth Planning’s (TWP) business in the South West of England.
Morgans was founded in 1992 following a management buyout from Morgan Insurance Brokers Ltd. The firm is a Financial Conduct Authority-regulated financial advice business that specialises in financial planning and wealth management services to private clients, trusts and corporate entities.
The deal will enable Morgans’ clients to access a broader range of services, including Titan’s investment management capabilities and technology-driven solutions, while providing career development opportunities for Morgans’ team.
It will also strengthen Titan Wealth’s offering in Bath and the surrounding area, complimenting its existing regional footprint in Bristol.
Morgans’ focus on personalised service and local heritage aligns with Titan Wealth’s strategy to continue to grow locally based wealth planning services.
Co-chief executive officer and head of M&A at Titan Wealth, Andrew Fearon, said: "Titan Wealth Services is committed to offering its broad wealth management offering to clients across the country – this acquisition is a part of that strategy. We’re very much looking forward to welcoming the Morgans team."
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