Finli adds £252m in assets with six advisory buys

Six deals completed in first quarter

Jenna Brown
clock • 1 min read

Finli Group has sealed six acquisition deals in the first quarter of the year, adding a total of £252m in assets under management (AUM).

The financial planning business has bought: Adrian Smith Wealth Management, Lancashire GM Wealth Management, Wrexham JSP Financial Services, Birmingham Roxborough Wealth Management, Cobham It also acquired two client banks in Basingstoke and Great Missenden. The deals brought the group's total AUM to more than £7.5bn. Finli chief acquisitions officer James Bryce 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. "Our approach off...

To continue reading this article...

Join Professional Adviser for free

  • 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

Join

 

Already a Professional Adviser member?

Login

More on Companies

Consistent inflows see Tatton AM increase AUM by 11% in FY26

Consistent inflows see Tatton AM increase AUM by 11% in FY26

Despite Perspective contract cancellation

Michael Nelson
clock 15 April 2026 • 1 min read
'Challenging macroeconomic conditions' hinder Brooks Macdonald's Q3 fund flows

'Challenging macroeconomic conditions' hinder Brooks Macdonald's Q3 fund flows

Second consecutive quarter of inflows

Patrick Brusnahan
clock 15 April 2026 • 1 min read
Defaqto adds 'star' ratings to boost platform transfer visibility

Defaqto adds 'star' ratings to boost platform transfer visibility

Including LoA average response times

Isabel Baxter
clock 15 April 2026 • 2 min read