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Financial Planning

Help the next generation

Your finances are their future. Positive actions today will secure your financial stability and pave the way for your children's or grandchildren's success.

Help the next generation

Build strong foundations  for them

Make informed decisions about saving, investing, and managing your assets, and in turn create opportunities for your children's or grandchildren’s education and financial security.

A Titan Wealth Planner can help you establish funds for education, trust accounts and inheritance plans. Everything you need to ensure your hard-earned wealth benefits the next generation – and beyond.

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Hear from our Planners

George, one of our Planners, shares some of the areas he likes to talk through with clients, when helping them plan how best to help pass wealth to the next generation

Things to think about

Working with a financial planner can help you understand all your options and write up an estate plan that works for you and your beneficiaries. If you’d like to start planning for their future, today, get in touch to see how we can help you.

Make an enquiry

Open a Junior ISA

Pay into a child’s pension

Start inheritance Tax planning

Establish a regular gifting plan

Set up a trust

Consider an intergenerational mortgage

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Pensions v ISAs: How They Could Both Play a Winning Role in Your Retirement Plan

23/02/26

Pensions v ISAs: How They Could Both Play a Winning Role in Your Retirement Plan

Wondering whether you should use a pension or ISA for your retirement savings? Discover how both could provide greater flexibility, tax efficiency, and control

Pensions v ISAs: How They Could Both Play a Winning Role in Your Retirement Plan

Roll Up Your Sleeves – a Financial Spring Clean Could Save You Up to £400 a Year

23/02/26

Roll Up Your Sleeves – a Financial Spring Clean Could Save You Up to £400 a Year

Giving your personal finances a timely spring-clean could not only help you save up to £400, but could also boost your wellbeing. Here’s how

Roll Up Your Sleeves – a Financial Spring Clean Could Save You Up to £400 a Year

Contact us

Make an enquiry

If you want to start planning today, for tomorrow, get in touch to see how we can help.

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Titan Wealth

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Change in circumstances

Build financial resilience with a solid plan to help you navigate change.

Enjoy retirement

Whatever your retirement ambitions, we can help you plan your retirement, your way.

Grow your wealth

With a dedicated plan for your financial future you can build your wealth with confidence.

Protect what’s important

Strengthen your family’s financial foundations with protection against life’s unknowns.

Address:

101 Wigmore Street,

London,

W1U 1QU,

United Kingdom

Contact:

0800 048 0150

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This does not constitute an offer to sell or invitation to buy or invest in any funds mentioned herein it does not provide or offer financial investment, tax, legal, regulatory or other advice and recipients of this document must not rely on it as providing any form of advice. Recipients who may be considering making an investment should seek their own independent professional advice. None of the information contained on the website constitutes a recommendation that any particular investment strategy is suitable for any specific person. Further information, including a discussion of the risks of an investment, is set out in the relevant offering memorandum or prospectus, investors should seek independent financial advice before investing. This is published and provided for informational purposes only.

The value of an investment may fall as well as rise. Past performance should not be seen as an indication of future performance. Any opinions expressed reflect our current judgment and are subject to change without notice.

Capital at risk. The investment solutions are provided by the following wholly owned subsidiaries of Titan Wealth Holdings Limited: Titan Wealth Planning Limited (‘TWP’), Titan Investment Solutions Limited (‘TIS’), Titan Asset Management Limited (‘TAM’), Square Mile Investment Services Limited (‘SMIS’), Titan Alternatives Limited (‘TA’), and Titan Private Wealth Limited (‘TPW’). The independent research and consulting services are provided by Square Mile Investment Consulting and Research Limited (‘SMICR’) which is also a wholly owned subsidiary of Titan Wealth Holdings Limited. TWP, TIS, TAM, SMIS, and TPW are authorised and regulated by the Financial Conduct Authority. TA is an Appointed Representative of Sturgeon Ventures LLP who is authorised and regulated by the Financial Conduct Authority. SMICR is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of SMIS and SMICR.

We have been made aware of several scams which are currently targeting members of the public. These entities are in no way affiliated with Titan Wealth and we advise that caution is exercised before undertaking any communication with a firm you cannot independently verify via the FCA Register. Click the link to the FCA website to read more - TITAN INVESTMENT GROUP | FCA