The Finli Group, the national adviser with over £5bn in assets under advice, has brought on a further six advisory firms since announcing the addition of five firms in April.
Letchworth firm Accomplish Wealth Management, G&D Bignell based in Tonbridge, Wynford Davies & Co based in Cardiff, Wheeler Wicks & Co based in Carmarthen, EP Wealth Management Limited from Dundee, and GTM Financial in Rochester have all recently been acquired by the ever-growing firm.
These latest deals add more than £264m worth of assets and take the firm’s total acquisitions to 51.
Jon Barham, Finli Acquisitions Director, commented: “We recently surveyed our financial planners on what was most important to them when considering their succession plan and the reputation of potential acquirers topped the list for 93% of planners. So, we are delighted to welcome a further six firms who have complete trust in our reputation for caring for our clients and helping them live their best financial life. We know it is never just about the money. It is a privilege that to-date 51 firms which have worked hard, often over several decades, nurturing client relationships have chosen Finli for those clients.
“We look forward to having many more conversations with similarly client-focused financial planners who are currently considering their options.”
