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...
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