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

Shackleton buys London advice firm

Shackleton buys London advice firm

Focus on creative and media professionals

Sophia Panayi
clock 02 June 2026 • 2 min read
Fidelius and law firm launch joint venture LS Wealth

Fidelius and law firm launch joint venture LS Wealth

With London-based law firm Lawrence Stephens

Jen Frost
clock 02 June 2026 • 2 min read
Evelyn Partners names CEO and CFO as NatWest deal nears completion

Evelyn Partners names CEO and CFO as NatWest deal nears completion

Geddes and Gersh to exit

Sophia Panayi
clock 01 June 2026 • 2 min read