Titan Wealth has revealed plans to acquire two advisory firms based in East Anglia, Finance Shop and FS Wealth Management Limited.
The move is expected to augment Titan Wealth’s assets under management to £37bn.
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Finance Shop, which currently advises on assets worth £750m, is known for its independent advisory services that span a range of financial areas including retirement, investment, and tax-planning.
The firm has a broad client base, offering guidance to both individual and corporate clients throughout the UK.
Finance Shop director Nick Buchan said: “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.”
FS Wealth Management has carved out a niche in Discretionary Portfolio Management (DPM), with assets under its discretionary mandate amounting to approximately £340m.
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By GlobalDataSince its inception in 1990, FS Wealth Management has seen growth primarily through recommendations and its partnerships with local accountants, now boasting a clientele of over 4,000 across the UK.
The acquisition is expected to enhance Titan Wealth’s East Anglia presence, following the previous acquisition of Loveday and Partners in 2024.
The move is expected to provide Finance Shop with the capability to offer a broader spectrum of services to its clientele.
The deals await regulatory approval.
Titan Wealth joint group CEO and head of M&A Andrew Fearon 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.”
In January, Titan Wealth purchased financial advisory firm Advisa Wealth, enhancing international financial planning capabilities and expanding foothold in the Channel Islands.
