Titan Wealth is pleased to announce that it has received approval from the Financial Conduct Authority and will shorty complete a deal for Loveday & Partners to become part of the Titan Wealth Group. Loveday & Partners is an independent financial planning firm based in Norwich. This brings Titan Wealth’s total AUM to £17.3bn.
Founded in 2010, Loveday & Partners has grown organically through word-of-mouth referrals, and has a long track record of delivering excellent results for its clients. The company’s directors and its team of advisers and administrators will stay with the business as part of the move. They will continue to advise on the c.£600 million of assets for their more than 1,000 clients – including families, pension funds, trusts and charities, throughout Norfolk. Loveday & Partners works closely with its clients to deliver tailored financial advice covering savings, investments, pensions, estate planning and long-term care.
Loveday & Partners also has a strong commitment to investing in the local community, and actively supports a range of charities and social initiatives in Norfolk & Suffolk. With a business built upon values of transparency, trust, and close client relationships, Loveday & Partners’ company culture is closely aligned with Titan Wealth’s overall vision for the group.
As Loveday & Partners joins Titan Wealth it further expands their geographical footprint, significantly increasing Titan Wealth’s presence in the East of England. It also enhances Titan Wealth’s capacity to deliver comprehensive, integrated investment and platform services through its vertically integrated offering.