15th April 2024 โ Titan Wealth is pleased to announce that it has received approval from the Financial Conduct Authority and will shortly complete a deal for Loveday & Partners to become part of the Titan Wealth Group.ย Loveday & Partners is an independent financial planning firm based in Norwich.ย This brings Titan Wealthโs total AUM to ยฃ17.3bn.
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 companyโs 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.ยฃ600 million of assets for their more than 1,000 clients – including families, pension funds, trusts and charities, throughout Norfolk.ย 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.ย With a business built upon values of transparency, trust, and close client relationships, Loveday & Partnersโ company culture is closely aligned with Titan Wealthโs overall vision for the group.ย
As Loveday & Partners joins Titan Wealth it further expands their geographical footprint, significantly increasing Titan Wealthโs presence in the East of England. It also enhances Titan Wealthโs capacity to deliver comprehensive, integrated investment and platform services through its vertically integrated offering.
Andrew Fearon, Joint Group CEO & Head of M&A at Titan Wealth said: โLoveday & Partners joining the Titan Wealth Group is an exciting opportunity to expand our presence in the East of England and enhance the unique Titan Wealth vertically integrated offering.ย Titan Wealthโs ambitious growth plans are testament to the groupโs continued hard work over the last 12 months. We look forward to working with the L&P team.โ
Mark Loveday, of Loveday & Partners said: โWe are delighted to share the news of todayโs announcement.ย It has been clear to me from our early conversations that our businesses share many of the same values and ideals.ย We are very much looking forward to working closely with our Titan Wealth colleagues over the coming months and years to enhance the service offering we are able to provide to our clients and to support our mutual growth ambitions.โ.
