Titan Wealth announces the acquisition of Advisa Wealth, a Jersey-based financial advisory firm, subject to regulatory approval.
Founded in 1995, Advisa Wealth is an independent financial planner, offering a wide range of services, including lifestyle planning, investment advice, life protection, and corporate solutions. The management team and 10 advisers will join the Titan Wealth group.
This strategic move strengthens Titan’s international financial planning capabilities and enhances its presence in the Channel Islands. Advisa Wealth manages £525 million in assets and serves over 1,800 clients with a strong reputation for tailored financial solutions and exceptional client retention, boasting a 95% retention rate.
Andrew Fearon, Joint Group CEO and Head of M&A at Titan Wealth, said: “We’re thrilled to welcome Advisa Wealth into the Titan Wealth family. Their dedication to putting clients first aligns perfectly with our ethos. This partnership strengthens our position in the Channel Islands and opens exciting new opportunities for growth.”
Trevor Griggs of Advisa Wealth said: “Joining Titan Wealth provides us with the scale and resources to further enhance and develop our client services. We’re excited to collaborate with Titan’s extensive network and expertise to drive mutual success.”
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