Financial Planning firm Finli Group has completed six advice firm acquisitions in the first quarter of the year.
The latest deals add £252m in assets to Finli, taking its total assets under management to over £7.5bn.
Finli has acquired:
• Lancashire-based Adrian Smith Wealth Management
• Wrexham-based GM Wealth Management
• JSP Financial Services in Birmingham
• Cobham-based Roxborough Wealth Management.
It has also acquired two client banks in Basingstoke and Great Missenden.
James Bryce, chief acquisitions officer at Milton Keynes-based Finli, said the firm expected to continue its current pace of acquisitions throughout the remainder of 2026.
He said: “This early momentum in 2026 underlines the strength of our acquisition strategy and the growing demand from high-quality, client-focused firms looking for a trusted long-term partner.”
Finli currently serves over 20,000 clients nationally and has a team of over 100 Financial Planners.
Finli Group was established in 2021 under the name Solomon Capital Holdings by former Quilter Financial Planning CEO Andy Thompson and CFO Darren Sharke. The firm is backed by private equity firm JC Flowers & Co.