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…
