Titan Wealth has acquired Bath-based Morgans Limited, enhancing its advisory capabilities and expanding its client base by 3,000 clients.

Information on the Target

Titan Wealth has successfully acquired Morgans Limited, a Bath-based independent financial advice firm that provides a range of services including retirement planning, investment advice, and protection to approximately 3,000 clients. Founded in 1992 as a result of a management buyout from Morgan Insurance Brokers, Morgans has established a strong local presence in Bath and Cheltenham, known for its commitment to personal service and fostering long-term relationships with clients.

As part of the acquisition, Morgans will continue its operations from Bath, while the clients will gain access to Titan Wealth's expanded suite of investment management and technology-driven planning services, providing them with enhanced tools to manage their financial needs efficiently.

Industry Overview in the Target’s Specific Country

The UK wealth and asset management sector has witnessed significant growth in recent years, driven by increasing consumer demand for personalized financial advice and investment