Finli buys seven advice firms in Q2 adding £269m in AUM

Completed 13 acquisitions in first half of 2026

Jenna Brown
clock • 1 min read

Finli bought seven advice businesses in the second quarter of the year, adding £269m in AUM.

The national advice business bought four firms and two client banks in the first quarter, bringing its total for 2026 to 13. Its seven latest acquisitions were: Simply Advice in Tiverton, David Pinder based in Nottingham, Ashley Phillips of Beverley, Griffin Wylde in Birmingham, Stellar FP of Flitwick, Edinburgh-based Croesus and finally, John Robinson of Littlehampton. Finli said its acquisitions in the first half of the year have added more than £500m in AUM. Its total assets now stand at £8.7bn. Finli chief acquisitions officer James Bryce said: "Completing 13 acquisitions in...

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

Schroders overhauls wealth management leadership team

Schroders overhauls wealth management leadership team

Evolving with client needs

Michael Nelson
clock 14 July 2026 • 1 min read
FSCS declares pensions and investment advice firm failed

FSCS declares pensions and investment advice firm failed

Suber PCS faces 25 claims

Isabel Baxter
clock 13 July 2026 • 1 min read
Quilter partners with Plain Numbers as part of vulnerability work

Quilter partners with Plain Numbers as part of vulnerability work

One year partnership

Sophia Panayi
clock 13 July 2026 • 2 min read