Terms and Conditions

Terms and Conditions

General Information

This web site has been created for Titan Financial Planning Limited, which is authorised and regulated by The Financial Conduct Authority, register number 816958. The registered office of the firm is 101 Wigmore Street, London W1U 1QU . Registered in England and Wales No.11483414.


None of the information or services referred to on this web site are intended to be published or made available in any jurisdiction where to do so would be prohibited. Any persons who are not resident in the United Kingdom who access this site must first be satisfied that such action would not contravene the regulatory regime in their country of jurisdiction and thereby be considered a prohibited activity.

Risk Warning

All material published on this website is for information only. It does not constitute investment advice or represent a recommendation to pursue any specific investment strategy and should not be regarded as an offer or solicitation to conduct investment business, as defined in The Financial Services and Markets Act 2000. You should consult your investment adviser before taking any action with regard to the information available or services offered on this web site.

Investment Risk

The value and income of any of the securities or investments and the price of shares and the income derived from them may fall as well as rise. Investors may not receive the original amount invested in return. Investors should also be aware that past performance is not necessarily a guide to future performance. Investments in higher yielding bonds issued by borrowers with lower credit ratings may result in a greater risk of default.


Statements concerning taxation are based on our understanding of the taxation law in force at the time of publication. The levels and bases of taxation may change. You should obtain professional advice on taxation where appropriate before proceeding with any investment.

Exchange Rates

Funds which invest in overseas securities are exposed to movements in exchange rates. These may cause the sterling value of shares and units to go up or down.


Income payments may constitute a return of capital in whole or in part. Income may be achieved by foregoing future capital growth.

Additional Risks

There may be additional risks associated with investment in emerging and developing markets. Unregulated collective investment schemes operated in offshore centres are unlikely to offer a level of investor protection equivalent to the UK.

Data Protection and Client Confidentiality

Titan Financial Planning Limited (TFP), is registered under the Data Protection Act 1998. Consequently, any information you provide in connection with services we might offer to you will be processed in accordance with the provisions of the Act.

We may use personal information which you have submitted to us to:

  • provide any services you have requested from us
  • prevent fraud or money laundering
  • to facilitate the dissemination of promotional material to you
  • to provide information to third parties which might be necessary for the purpose of transacting business on your behalf and in accordance with your stated objectives
  • to make disclosures to any regulatory authority to which TFP and its subsidiary company is subject

We will take all reasonable precautions to ensure the protection of your personal privacy through effective security measures. We cannot, however, guarantee that information relating to you and your affairs will not be unlawfully obtained by unauthorised parties, nor accidentally disclosed by us. We can only accept responsibility for any breach of security regarding your personal information where we have been negligent.

You are entitled to a copy of the information we hold about you.

Security and Compensation

TFP is a participant in the Financial Services Compensation Scheme established under the Financial Services and Markets Act 2000 which, subject to certain exceptions, provides limited compensation in respect of eligible liabilities if the firm is declared in default. In addition, TFP has loss and professional indemnity insurance.

General Disclaimer

Whilst we have taken all reasonable care to ensure that the information contained within the pages of this site is accurate, current and complies with relevant UK legislation and regulations as at the date of issue, errors or omissions may occur due to circumstances outside our control. We reserve the right to change the content of all or part of the pages of this site at our sole discretion and without prior notice. We make no warranty or representation that the pages of this site can be accessed at all times during UK hours of business stated on this site. This site may be temporarily unavailable or restricted for administrative or other reasons. We will not be liable for any loss or damage arising out of or in connection with the loss of use of this site.

We accept no responsibility for information contained in any other sites which can be accessed by hypertext link from these pages or for those websites not being available at all times. The links to any other sites are provided for general information purposes only and the sites concerned and their contents are not endorsed or promoted by us in any way, unless otherwise stated. Please note that when you click on any external hypertext link, you will leave our site and access the external site at your own risk.

Authorised and regulated by the Financial Conduct Authority No 816958.

Registered in England and Wales No. 11483414

Registered address 101 Wigmore Street, London W1U 1QU

VAT Registration No. 817358414

Information about the Financial Ombudsman Service (FOS) is available                              from their website www.financial-ombudsman.org.uk

Contact us

Operations Hub 2 Cardale Park Beckwith Head Road Harrogate HG3 1RY Telephone: 01423 534100 E-mail: info@titan-fp.com

Copyright: © 2024 Titan Financial Planning 

Our funds have moved

The previous Titan Asset Management funds have now moved to a new site and trading entity, Titan Investment Solutions. Titan Asset Management now holds the MPS only.

Titan Sustainable MPS


Titan Active MPS




Titan Passive MPS


Paul Hunt


Paul Hunt is a proven business leader and entrepreneur with over 30 years’ experience and track record of scaling businesses across multiple sectors. Hunt is highly experienced in business turnarounds, strategic planning and creating a positive people culture geared for success.

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David Chandler

Portfolio Assistant

David is responsible for providing operational support to the fund managers. David has passed the CFA UK IMC and graduated in 2018 with a degree in Economics and Business Management from the University of Sheffield.

James Peel, CFA

Portfolio Manager – ESG

James is a Portfolio Manager at Titan Asset Management and is responsible for Titan’s approach to sustainable investing. He previously worked as a researcher at the British Chamber of Commerce in Taipei. James graduated in 2018 from the University of St Andrews, where he studied economics. He is a CFA charter holder and has passed the CFA UK Investment Management Certificate (IMC), the CFA UK Certificate in ESG Investing, and the CFA UK Certificate in Climate and Investing (CCI).

Jonah Levy, CFA

Portfolio Manager – Physicals

When not collecting various minerals and mining memorabilia, Jonah can be found managing the physical allocations at Titan Asset Management. Prior to Titan he worked at Tavistock Wealth for 3 years, having previously gained experience in Holland at an oil brokerage, and in London at an energy trading house. Jonah is a CFA charter holder, having graduated from St. Andrews University with an MA in Management and Economics.

Alex Livingstone, CFA

Head of Trading – FX & ETFs

Alex is responsible for the ETF trading and FX strategy at Titan Asset Management and has executed over £5 billion of trades during his prior 4 years at Tavistock Wealth. Alex also assists in the wider portfolio management of the CIP specialising in technical analysis and risk management. He is a CFA charter holder and holds an BSc in Retailing, Marketing and Management from Loughborough University.

Sekar Indran, CFA

Senior Portfolio Manager – Equities

Sekar is responsible for managing the team’s equity investments. He helped expand the investment proposition over five years at Tavistock Wealth and continues this role at Titan Asset Management. Sekar has prior financial services experience at Barclays and Allianz. He is a CFA charter holder and holds a BSc degree in Industrial Economics from the University of Nottingham.

John Leiper, MSc, CFA, FDP, CFTe

Chief Investment Officer

John Leiper is the Chief Investment Officer of Titan Asset Management and carries direct responsibility for all investments in the Centralised Investment Proposition (CIP) at the firm. John has 15 years’ experience in financial markets having previously worked in a variety of roles at RBS, Morgan Stanley, Credit Suisse and Tavistock Wealth. John Leiper is a CFA and FDP charter holder and a member of the Society of Technical Analysts. He holds a BSc degree in Economics from Warwick University and an MSc degree in Economic History from the London School of Economics.

Matthew Cureton


Matthew has been an intrinsic part of Haibun (now Titan Alternatives) since its formation. As a Co-Founder, he has focused on developing relationships with clients, providers, and companies seeking funding.

Matthew’s personal involvement with the fund-raising activities at Titan Alternatives starts at the very beginning of each journey.

Incorporating the due diligence process, meeting with the various management teams, and visiting companies on site, to then being involved with the marketing documents, hosting presentations, and facilitating the investments for clients. Matthew also continues to monitor and report on the investment throughout its life, which has included him taking on Non-Executive Directorships or observer roles on various company boards.