Financial advisory firm Finli Group has announced it has completed the acquisitions of a further six advisory firms.
The group has acquired Accomplish Wealth Management, G&D Bignell based in Tonbridge, and Wynford Davies & Co based in Cardiff.
It also acquired Wheeler Wicks & Co based in Carmarthen, EP Wealth Management Limited from Dundee, and GTM Financial in Rochester.
These acquisitions build on the addition of five firms in March (MMR Financial Planning, Beaufort Financial Taunton, Elaine Snow, Penny Smith, and Lifestyle Financial Choices).
The latest deals add more than £264m worth of assets, bringing Finli’s total assets under advice to over £5bn, and taking the firm’s total acquisitions to 51.
Commenting on the announcement, Finli acquisitions director, Jon Barham, said: “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 per cent 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.”
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