Titan Wealth today announces its acquisition of Morgans Limited (Morgans), an independent financial advisory firm in Bath, UK. The acquisition brings around 3,000 clients, five advisors and eight members of support staff to Titan Wealth Planning’s (TWP) growing business in the southwest of England.
Founded in 1992, following a management buyout from Morgan Insurance Brokers Ltd, Morgans is an FCA regulated independent financial advice business which specialises in financial planning and wealth management services to private clients, trusts, and corporate entities.
With a team of experienced advisers and dedicated support staff, Morgans brings a wealth of expertise to Titan Wealth Planning. 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.
The deal strengthens Titan Wealth’s offering in Bath and the surrounding area, complementing its existing regional footprint out of nearby Bristol and its commitment to delivering comprehensive financial planning solutions. Morgans’ focus on personalised service and its strong local heritage align with Titan Wealth’s strategy to continue to grow easily locally based wealth planning services across the UK.
Andrew Fearon, Co-CEO and Head of M&A, Titan Wealth 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.”
