Financial planning business Finli Group has completed on six acquisitions in the first quarter of 2026 as it continues to grow its nationwide presence.
The firms that have joined Finli are:
- Adrian Smith Wealth Management, Lancashire
- GM Wealth Management, Wrexham
- JSP Financial Services, Birmingham
- Roxborough Wealth Management, Cobham
In addition, the financial planning business has also acquired two client banks in Basingstoke and Great Missenden.
These acquisitions add approximately £252m in assets under management, bringing Finli’s total AUM to over £7.5bn.
Commenting on the deals, Finli’s 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’ve built over many years. We recognise the responsibility that comes with being chosen as custodian of these relationships, and take seriously our role of being the safe pair of hands who allow clients to reach their financial goals.
“With a strong pipeline, we expect this pace of growth to carry on throughout the year as we continue to support more advisers with their succession plans.”
