Titan Wealth to acquire Chester-based advice firm Innes Reid Investments
- Simon Bourke
- Jan 13
- 2 min read
Updated: Jan 26
13th January 2026
Deal summary
The deal: Titan Wealth has announced plans to acquire Innes Reid Investments Limited, a financial advice firm.
Where: Innes Reid is based in Chester; Titan said the deal supports its presence in North West England.
When: Announced 13 January 2026; the transaction is subject to regulatory approval.
Scale: The deal is expected to add £590m of assets under advice; Titan has been reported at around £38bn of assets under advice/management.
Terms: No financial terms have been disclosed in the coverage provided.
Who is Titan Wealth?
Titan Wealth is a private equity-backed UK wealth and financial planning group, majority owned by Parthenon Capital since its strategic investment in February 2023, with Ares Management and Hambleden Capital also invested.
The group positions itself as a vertically integrated wealth platform, combining investment and platform/custody-linked services through its “client to custody” strategy, and has said the backing provides additional capital to support further growth, including future M&A.
Who is Innes Reid Investments?
Innes Reid Investments Limited is a Chester-based advice firm incorporated in 1999 by Mark Innes Reidford.
The firm serves high-net-worth individuals, business owners and retirees, with services spanning investment portfolio management, retirement and pension planning, inheritance tax and estate planning, and protection.
Why this deal is happening
Titan Wealth said the acquisition will bolster its regional footprint and strengthen its financial planning advice offering in Chester and the surrounding area, emphasising “locally based relationships” for clients.
From Innes Reid’s side, Mark Reidford described the deal as supporting the firm’s long-term sustainability by enhancing the support, resources and infrastructure behind its advice.
More broadly, the move aligns with continued consolidation in UK advice/wealth management, where firms combine to expand geographic reach and operational support.
What happens next?
The transaction is subject to regulatory approval and, on completion, Innes Reid will become part of the Titan Wealth Group.
Completion date, integration steps or branding approach have not been detailed publicly at this stage.
FAQs
Is Innes Reid Investments FCA authorised?
Innes Reid Investments Limited states it is authorised and regulated by the FCA.
How big is Innes Reid Investments?
Coverage reports £590m of assets under advice, a team of 10 advisers, and 2,500+ clients.
Has the Titan–Innes Reid deal completed?
Not yet. The transaction has been announced and is subject to regulatory approval.
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Whether you are considering a sale, merger, 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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