Episode Details

Most financial planning firms have both a financial planner and an investment manager. Far fewer have a team that operates as a single unit, with a shared philosophy, clearly defined roles, and a consistent client experience regardless of who's in the room or where the client happens to be.

In this episode of Financial Planner Life, Sam sits down with George Davey (Financial Planner) and Matt Beddall (Regional Managing Partner) from Titan Private Wealth, to discuss what that kind of partnership looks like in practice and why it makes such a difference for the clients they work with.

George manages over £100 million in client assets and specialises in repatriation work for clients returning to the UK from the Middle East. Matt spent 25 years at some of the UK's largest investment management firms before joining Titan to help build something different. Together, they argue that the relationship between a financial planner and an investment manager is among the most undervalued in the profession.

George and Matt discuss what a genuine house view means for client outcomes, how their roles complement each other during client meetings, and why service will always matter more than performance when building long-term trust.

They also get into the One Titan philosophy, what it means for clients who move abroad, come back to the UK, or have financial lives that span more than one country, and why very few firms can follow a client through those transitions the way Titan can.

The episode's key takeaways 🔥

• Why a shared investment philosophy produces better outcomes than a bespoke-for-everyone approach
• How financial planners and investment managers divide roles to give clients clarity rather than confusion
• Why service comes before performance, and what that looks like during volatile markets
• How Titan supports clients repatriating from the Middle East and other international markets
• What One Titan means in practice for clients whose lives and wealth span multiple geographies
• Why long-term trust is built through consistency, not strong quarters
• What draws experienced investment managers and financial planners to Titan, and what they find when they get there

Whether you're a financial planner curious about what a true investment management partnership looks like, or an experienced investment manager wondering if there's a better place to do the work you love, this episode is worth your time.

⏱️ Timestamps:

0:00 - Introduction: George and Matt's backgrounds

5:30 - George's route into financial planning and joining Titan

12:00 - Matt's 25 years in investment management and why he made the move

19:15 - What a genuine house view means and why consistency is the product

27:40 - How financial planners and investment managers work together in practice

35:10 - Building trust with ultra-high-net-worth clients over the long term

42:25 - Repatriation work and the complexity of worldwide  clients

50:00

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