Financial planning business Finli Group has completed five acquisitions in the third quarter of 2026.
The acquisitions the firm completed in Q3 were: Leabold Financial Management in Abercynon Donald Watt in Falkirk Paul Simons FS in Glasgow Steve Bonell in Sheffield Simms Raymond in Boreham Wood The latest deals span Wales, Scotland, Yorkshire, and Hertfordshire, which Finli said reinforces its nationwide presence and its approach of supporting clients locally within a national financial planning group. Finli has now completed 18 acquisitions in 2026, as it aims to provide a long-term home for advice businesses and client banks whose owners are planning their succession....
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