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...
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