Titan Wealth to acquire Plymouth-based £600m AUM financial planning firm
- Simon Bourke
- 6 days ago
- 2 min read
29th January 2026
Titan Wealth has announced its intention to acquire Plymouth-based Sound Financial Management, adding £600m in assets under advice and taking the Titan’s total AUA to £44bn, subject to FCA approval.
Who is Titan Wealth?
Titan Wealth is a UK wealth and investment group which combines financial planning and advisory services with in-house investment and platform capabilities. Led by co-CEO Andrew Fearon, who heads M&A activity, the group has been actively acquiring independent financial advisory firms across England to build regional scale and enhance its service capabilities. Titan said the acquisition of Sound Financial would increase its reach in the southwest.
Who is Sound Financial Management?
Sound Financial is an independent financial planning and advisory firm based in Plymouth, founded in 1997 by managing director Adam Pollard. The business has around 5,000 clients, eight financial advisers, supported by 16 administrators and paraplanners and six back-office staff. The firm offers personal financial planning, investment management, retirement and pension planning, business financial strategies, and wealth and personal protection services.
Why is Titan Wealth acquiring Sound Financial Management?
The acquisition strengthens Titan Wealth's presence in the southwest of England, a region where the group is building scale following recent activity in Bath. Andrew Fearon, joint group CEO and head of M&A, stated the deal "strengthens our capabilities in the southwest of England" and positions the group to grow in Plymouth and surrounding areas.
For Sound Financial Management, the transaction provides access to Titan Wealth's in-house infrastructure, including discretionary asset management, investment solutions, and advanced technology platforms. Adam Pollard emphasised that the deal was "directed at delivering better outcomes for our clients, who remain at the heart of everything we do."
The move reflects a broader trend in UK wealth management consolidation, with established firms seeking institutional backing and enhanced service capabilities whilst maintaining client relationships. Earlier in January, Titan Wealth announced a similar acquisition of Chester-based Innes Reid Investments, adding £590m AUA and strengthening its North West England presence
What happens next?
The acquisition is subject to regulatory approval from the Financial Conduct Authority. No completion date or integration timetable has been publicly confirmed.
Titan Wealth's other recent acquisitions
Innes Reid Investments (Chester) – January 2026
Titan announced plans to acquire the firm to strengthen its regional presence in North West England and add £590m AUA (subject to regulatory approval).
Morgans (Bath) – December 2025
TPO is directly authorised by the FCA as a chartered independent financial planning firm. However, it does operate a white-label platform (TPO Invest) with SS&C Hubwise and previously had appointed representative arrangements.
Thomas Carroll Independent Financial Advisors (South Wales) – November 2025
Titan announced its intention to acquire the advisory business as part of its expansion in Wales.
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