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Inside Titan Wealth: James Kaberry & Andrew Fearon on Consolidation, Private Equity and the Future of Financial Advice
Consolidation is rapidly reshaping the financial planning profession.
But what’s really driving it? And what does it actually mean for advisers, firm owners, and the future of advice businesses?
In this episode of Financial Planner Life, Sam Oakes sits down with James Kaberry and Andrew Fearon, co-founders of Titan Wealth, to unpack the reality behind consolidation, private equity, and the structural changes happening across the industry.
Drawing on their experience building one of the UK’s fastest-scaling advice businesses, James and Andrew share an inside perspective on what it really takes…
The skinny
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