Finli completes five more advice acquisitions

Brings total to 47

Jen Frost
clock • 2 min read

The Finli Group (Finli) has bought five more firms, bringing its acquisition count for the year so far to seven.

Finli closed five deals at the end of March across three of its core locations, namely Scotland, the north of England, central England and the Southern regions. The deals add £220m worth of assets and bring its total acquisition count to 47. The group has more than £5bn is assets under advice. Its latest purchases include Beaufort Financial Taunton (Mark Cooper) and Simon Brannigan, both in Somerset. It has also added Elaine Snow in London, Penny Smith in Merseyside and Lifestyle Financial Choices in Cardiff. "People need top-quality financial advice more than ever and we want to g...

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Jen Frost
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Jen Frost

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