Titan Wealth adds £600m in assets with latest IFA acquisition

Increases Titan Wealth's total AUA to £44bn

Jenna Brown
clock • 2 min read

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...

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 Companies

SJP business sale scheme enhancement not linked to recent adviser departures

SJP business sale scheme enhancement not linked to recent adviser departures

Improvements on existing process rather than overhaul

Isabel Baxter
clock 06 October 2026 • 2 min read
Perspective acquires five advice firms adding £600m AUA

Perspective acquires five advice firms adding £600m AUA

Latest cluster of buys brings total deals this year to 19

Isabel Baxter
clock 05 October 2026 • 2 min read
Lync Wealth Management buys West Midlands financial planning firm

Lync Wealth Management buys West Midlands financial planning firm

Snaps up TKV Financial Management

Jen Frost
clock 01 October 2026 • 1 min read