Fri, 21 Nov 2025 | DIVISION SALE
Wealth management firm Titan Wealth has revealed that it is set to acquire an independent financial adviser (IFA) business from a leading South Wales insurance broker, subject to regulatory approval.
Titan Wealth’s acquisition of Thomas Carroll Independent Financial Advisers Limited (Thomas Carroll IFA) from Thomas Carroll Group will significantly expand its presence in South Wales. Thomas Carroll Group plc transitioned to employee ownership in 2023 and subsequently decided to divest its wealth management business as part of a plan to focus on core business areas.
Caerphilly-based Thomas Carroll IFA provides financial planning advisory services covering investment management, trust and estate planning, retirement planning and pensions. It has a team comprising three financial advisers and five client service or account managers.
Established in 1987, the business has grown to manage in excess of £160 million in assets under advice for 450 clients, who are set to benefit from a wider range of services following the takeover. Post-acquisition, Thomas Carroll IFA’s staff will join Titan Wealth’s existing Cardiff-based Welsh hub Nugenis.
Rhys Thomas, CEO of Thomas Carroll Group, commented: "Having recently transitioned to employee ownership, the board has decided to divest its wealth management division to Titan Wealth, a trusted partner of ours for many years. The deal allows Thomas Carroll Group plc to focus on its core areas of strength, insurance, risk management, health & safety and employee benefits.”
"Titan Wealth has a great track record in acquiring and incorporating smaller Wealth Management firms and investing into these businesses. It has the wealth of expertise, technology, and infrastructure to allow the business to continue to flourish, benefitting both our wealth management team and its clients."
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