Titan Wealth has announced its second acquisition of 2026, with its planned purchase of Sound Financial Management.
The Plymouth-based company has £600mn in assets under advice which will grow Titan Wealth’s total AUMA to £44bn.
Sound Financial was founded in 1997 by Adam Pollard, and since then has grown a book of around 5,000 advice clients.
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.”
The Sound Financial team is made up of eight financial advisers with a combined 87 years of experience, who are supported by 16 administrators and paraplanners, and six back-office staff.
Andrew Fearon, joint group CEO and head of M&A at Titan Wealth, said: “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.”
The acquisition is still subject to regulatory approval from the Financial Conduct Authority.
tara.o’connor@ft.com
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