In December 2024, Titan Wealth (Titan) announced the acquisition of Independent Wealth Planners (IWP), a leading provider of financial planning solutions across the UK, subject to regulatory approval

The transaction encompasses IWP’s two trading entities (IWP Financial Planning Limited and IWP Investment Management Limited) adding ~£6.6bn of AuA to Titan. 

The acquisition accelerates Titan’s vertically-integrated strategy, which brings together financial advice with its expertise in investment management and custody solutions and takes Titan’s total AuMA to approximately £35bn. IWP will work closely with Titan’s other financial advisory businesses including Titan Wealth Planning.

For IWP, it crystallises the substantial work by IWP’s management team in restructuring the group, bringing all trading businesses into two regulated entities and onto one operating platform with an enhanced and fully harmonised client experience. It also provides IWP with unparalleled access to Titan’s broad investment solutions and wider network of financial expertise. 

Continuum Advisory Partners acted as sole and exclusive financial adviser to Titan and its investor Parthenon Capital in connection with the transaction. 

Link to press release: Titan Wealth strengthens financial advisory offering with acquisition of IWP

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