Titan Wealth is to acquire Plymouth-based Sound Financial Management (Sound Financial), adding £600m in assets under advice (AUA).
The deal - which sees the financial planning and advisory business brought under the Titan Wealth Group umbrella – increases Titan Wealth's total AUA to £44bn. Sound Financial was founded in 1997 by Adam Pollard, its managing director. Paul Meatyard and Stephen Murphy are the firm's directors. It has about 5,000 clients, eight financial advisers and 16 administrators and paraplanners with six additional back-office employees. The business has a diversified service offering, including personal financial planning, investment management, retirement and pension planning, Titan said. It al...
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