Alexander Grace

What Alexander Grace does

Alexander Grace is a chartered financial planning firm headquartered in Solihull, United Kingdom, founded in 2001. The company provided specialist financial advice services to private individuals and families in the UK, operating within the regulated independent financial adviser (IFA) segment. Its core offering centered on personal financial planning and wealth management — including areas such as wealth accumulation, retirement planning, intergenerational wealth transfer, and protection — delivered through human advisory relationships rather than a technology platform. The business had between 11 and 50 employees and was led by founder and Managing Director Neil Padget.

Alexander Grace operated as a standalone trading style before being acquired by Titan Wealth as part of the broader integration of IWP Financial Planning into Titan Wealth Planning. Following the transaction, Alexander Grace was re-platformed as a previous trading style under the Titan Wealth group, which is FCA-authorized through multiple subsidiaries including Titan Wealth Planning Limited, Titan Investment Solutions Limited, Titan Alternatives Limited, and Titan Private Wealth Limited, and is ultimately held by Jersey-registered Titan Wealth Holdings Limited (Company Registration Number 132723F). More than 25 former trading styles were consolidated into the combined entity. Alexander Grace itself has no disclosed technology stack, AI capabilities, funding history, partnership ecosystem, or productized digital offering in the source data, consistent with a traditional small-scale UK IFA practice.

Name

Alexander Grace

Legal name

Alexander Grace

Website

https://alexandergrace.net

Company type

Private

Founded year

2001

Operating status

Acquired

Headcount range

11–50 employees

Short description

Alexander Grace was a chartered UK financial planning firm based in Solihull, founded in 2001, that provided specialist wealth management and financial advice to private individuals and families before being acquired and integrated into Titan Wealth Planning.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Investment Management Advisory (RIA) (FSAEAAAB)

Keywords

• Financial planning services
• Wealth management
• Investment advisory
• Private wealth solutions
• Managed portfolio services

Headquarters

HQ city

Solihull

HQ country

United Kingdom

HQ region

Europe

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Core offering

Alexander Grace was a chartered financial planning firm delivering specialist financial advice, wealth management, and managed portfolio services to private individuals and families in the United Kingdom. Following acquisition by Titan Wealth, the Alexander Grace trading style was integrated into Titan Wealth Planning, with client servicing now executed through Titan Wealth's portfolio solutions (Long Term, Medium Term, ESG, Active, Passive, Blended, and Sustainable Managed Portfolio Services) and dedicated financial planning and private wealth divisions.

Product overview

Alexander Grace operated as a standalone wealth management and financial planning trading style, which was acquired by Titan Wealth along with IWP Financial Planning. Following the acquisition, Alexander Grace's operations and client services were fully integrated into the Titan Wealth Planning division. The integration consolidated Alexander Grace with over 25 other former trading styles under the Titan Wealth umbrella, with the combined entity now offering managed portfolio services, financial advice, and private wealth solutions to UK clients under Titan Wealth Holdings Limited's FCA-authorized subsidiaries.

Differentiator

Problem solved

Functional benefit

Products and services

• Alexander Grace (chartered financial planning trading style)

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves2 records

Expansion highlights1 record

Emerging players

• Wedlake Bell / Chartered Financial Planning firms (industry segment): Independent chartered financial planning firms in the UK serve a similar private-client niche to Alexander Grace, often with comparable propositions in retirement, investment, and estate planning. These firms represent the closest category of peers in scale and client profile.

Broad incumbents

• Quilter: Quilter is a major UK wealth management business combining a multi-brand adviser network, investment platform, and discretionary portfolio management. It directly overlaps Alexander Grace's proposition of financial planning and wealth management for UK private clients.
• St. James's Place: St. James's Place is the largest UK wealth management group, serving private individuals and families with financial advice, investment management, and wealth planning. It is a comparable incumbent operating at much greater scale within the same UK retail wealth advice market that Alexander Grace served.
• Evelyn Partners: Evelyn Partners (formerly Tilney) is a major UK wealth management and professional services group offering financial planning, investment management, and tax advisory services to private clients. It is comparable to Alexander Grace in targeting private individuals with holistic financial advice.
• Rathbones Group: Rathbones provides discretionary fund management, investment management, and financial planning services to private investors, charities, and trustees. It is a UK incumbent offering directly comparable investment advisory and wealth management services to individuals and families.
• Fidelity Wealth (UK): Fidelity's UK wealth business offers investment platform, financial advice, and wealth management services to UK private investors. It is a broader incumbent comparable in serving UK individuals and families with managed investment and advice solutions.

Direct peers

• Tatton Asset Management: Tatton Asset Management provides discretionary fund management and model portfolio services, supporting UK financial advisers and direct private clients. It is comparable to Alexander Grace in its focus on portfolio management solutions and adviser-aligned investment services.
• Canaccord Genuity Wealth Management: Canaccord Genuity Wealth Management provides discretionary investment management and financial planning to UK private clients and intermediaries. It is a direct peer in offering wealth advisory and investment management services to individuals and families.
• Brooks Macdonald: Brooks Macdonald is a UK wealth management firm providing discretionary investment management and financial planning to private clients and intermediaries. It is closely comparable to Alexander Grace's chartered financial planning and portfolio management proposition for private individuals.
• Sanlam UK: Sanlam UK is a wealth management business offering financial planning, investment management, and wealth preservation services to UK private clients. It is a direct competitor in the chartered wealth advisory space serving individuals and families.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Alexander Grace