Titan Wealth moves to buy Chester-based advice firm Innes Reid

Deal would add £590m of assets under advice

Sahar Nazir
clock • 2 min read

Titan Wealth has announced plans to acquire Chester-based financial advice firm Innes Reid Investments, a move that would add £590m of assets under advice to the group and strengthen its regional presence in North West England.

The transaction, which remains subject to regulatory approval, would see Innes Reid become part of the Titan Wealth Group. On completion, the acquisition would increase Titan Wealth's total assets under advice and management to around £38.6bn. Founded in 1999, Innes Reid provides financial planning advice to a broad client base including high-net-worth individuals, business owners and retirees. Its services include investment portfolio management, retirement and pension planning, inheritance tax and estate planning, as well as protection advice. The firm serves more than 2,500 clients...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Advisers on Iran war: 'My advice goes well beyond just saying don't panic'

Advisers on Iran war: 'My advice goes well beyond just saying don't panic'

‘Clients are naturally concerned’

clock 11 March 2026 • 5 min read
The capacity trap: Why advice firms can't hire their way out of the admin crisis

The capacity trap: Why advice firms can't hire their way out of the admin crisis

'You cannot outrun a broken process by adding more people to it'

Stuart Breyer
clock 10 March 2026 • 3 min read
The enduring value of advice in an era of DIY investing

The enduring value of advice in an era of DIY investing

'The debate is about execution and consistency'

Chris Ball
clock 10 March 2026 • 4 min read