National Financial Planning firm Finli Group has acquired seven adviser firms in the second quarter of 2026, with the deals adding an additional £269m in assets under management.
The company says the deals follow the takeover of four firms and two client banks in the first quarter, pushing up Finli’s total acquisitions in the first half of the year to 13.
The firms that have been acquired by Finli in Q2 are:
- Simply Advice, Tiverton
- David Pinder, Nottingham
- Ashley Phillips, Beverley
- Griffin Wylde, Birmingham
- Stellar FP, Flitwick
- Croesus, Edinburgh
- John Robinson, Littlehampton
The cost of the acquisitions has not been disclosed.
The firm says its acquisitions in the first half of 2026 have added a combined £500m in AUM to the company and increased the group’s total assets to over £8.7bn.
Further acquisitions are on the cards.
Finli’s chief acquisitions officer, James Bryce, said: “Completing 13 acquisitions in the first half of this year is a strong endorsement the role Finli can play for advice business owners considering their long-term succession plans.
“Acquisitions are for many owners about far more than the transaction itself. It is about finding a trusted custodian for their clients and ensuring the relationships they have built over many years are protected for the long term. We are glad that so many firms have chosen Finli to take on that responsibility, and with a strong pipeline of opportunities ahead, we look forward to building on this progress in the second half of the year.”
Finli serves over 20,000 clients nationally and has a team of over 100 Financial Planners. Finli Group was established in 2021 under the name Solomon Capital Holdings by former Quilter Financial Planning CEO Andy Thompson and CFO Darren Sharke. The firm is backed by private equity firm JC Flowers & Co.