The East Anglian based advisory and discretionary portfolio management (DPM) firms are expected to become part of the Titan Wealth Group. The acquisition will bring Titan Wealth’s total assets under management and advice to £37bn.
With £750m assets under advice, Finance Shop offers face to face independent advisory services on retirement, investment, mortgage, tax-planning and protection for personal and corporate clients across the UK.
Meanwhile, FS Wealth Management offers DPM, with £340m assets under discretionary mandate, creating tailored investment portfolios for clients, “ensur…