Wealth manager and Financial Planner Titan Wealth has acquired £600m AUA Plymouth-based Financial Planning firm Sound Financial Management Limited, for an undisclosed amount.
The acquisition is subject to regulatory approval.
The deal, Titan’s second of 2026, will take its total assets under advice and management to £44bn.
Founded in 1997 by Adam Pollard, Sound Financial Management will become part of the Titan Wealth Group, brining around 5,000 active advice clients, eight financial advisers, sixteen administrators and paraplanners, and six back-office staff.
The Plymouth-based advice firm specialises in personal financial planning, investment management, retirement and pension planning, and business financial strategies.
The Sound Financial Management team chose to become part of Titan due to looking to deliver better outcomes for its clients.
Adam Pollard, managing director of Sound Financial Management, said: “Becoming part of the Titan Wealth team opens up access to the business’s comprehensive range of in-house services, including discretionary asset management, investment solutions, and advanced technology platforms enhancing our existing client service proposition. All of this is directed at delivering better outcomes for our clients.”
Andrew Fearon, joint group CEO and head of M&A at Titan Wealth, said that the acquisition will enable the group to grow in the south west.
Titan Wealth has been busy on the acquisition trail in recent times.
Earlier this month it acquired £590m AUA Chester-based Financial Planning firm Innes Reid Investment Limited, for an undisclosed amount.
In December it acquired £650m AUA Bath Financial Planning firm Morgans Limited, for an undisclosed amount.
In October It struck a deal to acquire the £2.2bn AUM Blacktower group of companies, a significant player in the international advice market.
It also launched a dedicated sports division in partnership with global business Premier Sports Network. The division targets elite athletes and executives with bespoke financial services, education, and career transition pathways.
Titan Wealth was formed in 2021 and serves clients domestically as well as overseas through its operations in the Channel Islands and the UAE. Titan Wealth has approximately £36bn of assets under management or advice.