Titan Wealth has agreed to acquire Sound Financial Management Limited, an independent financial planning and advisory business headquartered in Plymouth, Devon.
The parties did not disclose the value of the deal. On completion, the transaction is expected to add around £600m ($824.8m) of assets under advice to Titan Wealth’s existing £44bn of assets under advice and management.
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Sound Financial will be folded into the wider Titan Wealth Group. Sound Financial was established in 1997 by managing director Adam Pollard.
The firm offers a broad range of services, including personal financial planning, investment management, retirement and pension advice, business financial strategies, and wealth and personal protection.
The company operates primarily across the southwest of England and is described as benefiting from long-standing client relationships in a growing regional market.
Titan Wealth said the acquisition would increase its regional presence and “enhances its proposition through an expanded client base and additional adviser experience”.
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By GlobalDataTitan Wealth joint group CEO and head of M&A Andrew Fearon added: “We are excited to welcome the Sound Financial team to the Titan Wealth group. Sound Financial’s broad range of services and its financial advice team’s wealth of experience strengthens our capabilities in the southwest of England. We look forward to growing in Plymouth and the surrounding region, and to working with the Sound Financial team to offer enhanced solutions for all our clients.”
Under Pollard’s direction, alongside directors Paul Meatyard and Stephen Murphy, Sound Financial oversees a sizeable book of business, serving about 5,000 active advice clients.
The advisory team comprises eight financial advisers, who collectively have 87 years of experience, supported by 16 administrators and paraplanners and a further six back-office staff.
Pollard said: “Becoming part of the Titan Wealth team opens up access to the business’s comprehensive range of in-house services, including discretionary asset management, investment solutions, and advanced technology platforms enhancing our existing client service proposition. “All of this is directed at delivering better outcomes for our clients, who remain at the heart of everything we do.”
