The Finli Group has acquired six more financial advice firms, taking its total number of acquisitions to 51 and further expanding its national footprint.
The newly acquired firms are: · Accomplish Wealth Management in Letchworth · G&D Bignell in Tonbridge · Wynford Davies & Co in Cardiff · Wheeler Wicks & Co in Carmarthen · EP Wealth Management Limited in Dundee · GTM Financial in Rochester Together, these latest additions bring more than £264m in assets under advice to the business, which now manages £5bn in total client assets. Finli acquisitions director Jon Barham said: "We recently surveyed our financial planners on what was most important to them when considering their success...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
