Finli adds £269m in AUM with seven acquisitions in Q2

Financial planning business Finli Group completed seven acquisitions in the second quarter of 2026, adding around £269m in assets under management (AUM).

The financial planning and advisory firms acquired by the group included Tiverton-based Simply Advice, David Pinder in Nottingham, Ashley Phillips in Beverley, and Birmingham-based Griffin Wylde.

The other three acquired businesses were Stellar FP in Flitwick, Edinburgh-based Croesus, and John Robinson in Littlehampton.

These transactions follow Finli’s acquisition of four firms and two client banks in the first quarter of 2026, bringing its total acquisitions in H1 to 13.

Finli’s acquisitions in the first half of the year have added more than £500m in AUM combined, raising the firm’s total AUM to over £8.7bn.

The financial planning group said the latest deals underlined its continued acquisition momentum as it grows its nationwide presence and provides a long-term succession route for advice companies seeking a new 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,” commented Finli 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.”

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