Financial planning business Finli Group has completed six acquisitions in the first quarter of 2026 as it continues to expand its nationwide presence.
The firms joining Finli are Adrian Smith Wealth Management in Lancashire, GM Wealth Management in Wrexham, JSP Financial Services in Birmingham and Roxborough Wealth Management in Cobham.
The business has also acquired two client banks in Basingstoke and Great Missenden.
The deals add around £252m in assets under management, taking Finli’s total AUM to more than £7.5bn.
Finli completes three more deals and adds £1.1bn of assets
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 offers business owners a clear, supportive exit while preserving the integrity of the client relationships they have built over many years.
“We recognise the responsibility that comes with being chosen as custodian of these relationships and take seriously our role as the safe pair of hands allowing clients to reach their financial goals.
“With a strong pipeline, we expect this pace of growth to continue throughout the year as we support more advisers with their succession plans.”
Finli supports more than 20,000 clients across the UK and employs more than 100 financial planners.
