Finli completes second acquisition in two months

Aims to add £1bn in assets with a ‘raft’ of deals to come this year

Isabel Baxter
clock • 3 min read

National financial planner The Finli Group has completed its acquisition of Schaefer Financial Management.

In February this year, Finli - formerly Solomon Capital Holdings - agreed a deal to acquire Schaefer Financial Management in Somerset. The acquisition of MMR Financial Planning which took place in March in Birmingham brings the firm's total acquisitions to 41. This is its second completed acquisition in two months. Finli said it is on target to complete further deals this month across Kent, Cardiff, Merseyside and Somerset, feeding directly into three of its core regions. The firm, which has four regions in total and offices across England, Scotland and Wales, is looking to grow its l...

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