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

DFM enters administration after FCA restrictions

DFM enters administration after FCA restrictions

EGR Wealth agreed to a voluntary requirement in July

Isabel Baxter
clock 26 August 2026 • 2 min read
Chesnara reports surging demand for UK onshore bonds

Chesnara reports surging demand for UK onshore bonds

Points to recent tax legislative changes

Jen Frost
clock 25 August 2026 • 2 min read
Fairstone acquires Belfast advice firm

Fairstone acquires Belfast advice firm

Consolidator snaps up Ferguson Hill Asset Management

Isabel Baxter
clock 19 August 2026 • 2 min read