Financial planning business Finli Group has completed seven acquisitions in the second quarter of 2026, adding approximately £269m in assets under management.
This follows the acquisition of four firms and two client banks in the first quarter, taking Finli’s total acquisitions in the first half of the year to 13.
The firms that joined Finli in Q2 are:
- Simply Advice, Tiverton
- David Pinder, Nottingham
- Ashley Phillips, Beverley
- Griffin Wylde, Birmingham
- Stellar FP, Flitwick
- Croesus, Edinburgh
- John Robinson, Littlehampton
Finli’s acquisitions in the first half of 2026 have together added more than £500m in AUM, bringing the group’s total to over £8.7bn.
The latest deals underline the business’s continued acquisition momentum as it grows its nationwide financial planning presence and provides a long-term succession route for advice firms seeking a trusted home for their clients.
“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.
Finli’s Chief Acquisitions Officer, James Bryce
“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.”
