Finli continues expansion with five further acquisitions

The Finli Group, the national adviser with over £5bn in assets under advice, has completed five additional acquisitions this year as part of its ambitious plans for long-term growth. 

In February, Finli agreed a deal to acquire Schaefer Financial Management in Somerset. And in early March, it acquired MMR Financial Planning in Birmingham. 

Further strengthening its presence in three of its four core locations – Scotland, the north of England, central England and southern regions – Finli closed further deals at the end of March with:

• Beaufort Financial Taunton (Mark Cooper) and Simon Brannigan, in Somerset
• Elaine Snow, in London
• Penny Smith, in Merseyside
• Lifestyle Financial Choices, in Cardiff

Adding more than £220m worth of assets and taking the firm’s total acquisitions to 47, Jon Barham, Finli Acquisitions Director, commented: “People need top-quality financial advice more than ever and we want to grow Finli in the way that will best support this increasing demand while driving progression in the profession. 

“We see expanding our local presence in the north of England, central England and southern regions as a key to further realising that ambition, and so we couldn’t be more pleased to have completed deals with these top-quality firms. Bringing more ambitious financial planners into the business who want to do right by their clients is an essential part of Finli’s long-term strategy, and we look forward to having more of these conversations over the coming months.”