We are delighted to announce the acquisition of Goldsborough Wealth, a boutique IFA with a concentrated client base of ultra and high-net-worth individuals, owner managed businesses and trustees with £40m AUA. Founded in 2019 by Phil and Liz Jacobs, Goldsborough Wealth provides a bespoke wealth management service which caters for its clients complex financial planning and investment needs.
The acquisition of Goldsborough marks another moment in Titan Wealth’s journey to build a vertically integrated, national wealth management group, and to provide better integration and flexibility to investment managers, IFAs and clients.
James Kaberry and Andrew Fearon, joint-CEOs of Titan Wealth said:
Goldsborough Wealth is a sound strategic fit for the Group that will both complement and enhance our overall offering for clients. When regulated advice is required it will be able to assist any of our individual clients and trustees to access Titan’s services where it is appropriate to do so.
Phil Jacobs, Co-Founding Director of Goldsborough Wealth said:
We are pleased to join the Titan Group and look forward to harnessing the additional range of services and support on behalf of our clients and those introduced within the Titan Group.