Titan Wealth buys £650m AUA Bath-based IFA, adding 3,000 clients
- Simon Bourke
- Dec 10
- 2 min read
10th December 2025
Summary
Titan Wealth has acquired Bath-based Morgans Limited, an independent financial advice firm serving around 3,000 clients, for an undisclosed sum. The deal brings five advisers and eight support staff into Titan Wealth Planning and strengthens the group’s South West presence alongside its existing Bristol hub. Morgans will continue to operate from Bath, while clients gain access to Titan’s broader investment management and technology-led planning services. The acquisition is part of Titan’s wider buy-and-build strategy, which has seen several advice and wealth businesses join the group in recent years.
The deal
Under the terms of the acquisition, Morgans’ five advisers and eight support staff will join Titan Wealth Planning for an undisclosed sum. Around 3,000 clients will transition onto Titan’s platform over time, with access to a wider suite of investment mandates and technology-driven tools while retaining their existing advisory relationships.
Who are Titan Wealth?
Titan Wealth is a fast-growing UK wealth and asset management group offering discretionary investment management, platform, and financial planning services to private clients, advisers and institutions. As of mid-2025, Titan managed or administered roughly £37bn of client assets, combining adviser networks, DFMs and platform capabilities under one umbrella.
The group has been explicit about its ambition to build a national advice footprint, with regional planning hubs linked to centralised investment, operations and technology.
Who are Morgans Limited?
Morgans Limited is an IFA providing retirement planning, investment advice, protection and broader financial planning to a largely private-client book, including families, trusts and business owners. Founded in 1992 following a management buyout from Morgan Insurance Brokers, the firm has built a long-standing local franchise in Bath and Cheltenham.
Other recent Titan Wealth acquisitions
A few notable recent Titan Wealth acquisitions precede the Morgans deal:
Independent Wealth Planners (IWP) – regulatory approval October 2025 – Added c.£6.6bn of client assets across IWP Financial Planning and IWP Investment Management, significantly expanding Titan’s UK advice and investment footprint.
Finance Shop & FS Wealth Management – July 2025 – Brought in around £750m assets under advice, helping lift Titan’s total AUM/A to roughly £37bn and deepening coverage in East Anglia.
Thomas Carroll IFA – November 2025 – Acquisition of Caerphilly-based advisory business, strengthening Titan’s Welsh presence via its Cardiff hub.
What IFA owners can take away
For owners of independent advice firms, this transaction underlines buyer appetite for:
Established, relationship-driven regional brands with loyal client bases.
Firms that can benefit from centralised tech, compliance and investment support but want to keep local identity and personal service.
Succession-driven deals where principals stay on to ensure continuity for clients.
At Chapters Capital, we specialise in financial planning and wealth management M&A and understand the importance of strategic acquisitions for growth. Whether you are considering a sale, merger, or expansion or want to learn more about buyers in the space, please contact one of our professional associates today for a confidential, no-obligation consultation.
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