Wed, 09 Jul 2025 | BUSINESS SALE
National financial advice firm Finli Group has continued its acquisitive growth after completing deals for a further six advisory firms. The latest acquisitions add to five deals announced by the group in April, taking Finli up to 11 acquisitions in the past four months and 51 in total.
The group has acquired Letchworth-based Accomplish Wealth Management, Tonbridge-based G&D Bignell, Rochester firm GTM Financial, Cardiff-based Wynford Davies & Co, Carmarthen-based Wheeler Wicks & Co and EP Wealth Management in Dundee.
The latest deals add a further £264 million worth of assets to the group, which has more than £5 billion in assets under advice. The group’s rapid acquisitive growth has occurred during an ongoing period of intense consolidation in the UK’s financial advice and wealth management sector.
Finli Group Acquisitions Director Jon Barham (pictured above) said that the group had “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.”
Commenting on the latest acquisitions, Barham continued: “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 that have worked hard, often over several decades, nurturing client relationships have chosen Finli for those clients.”
Barham added that the group remained committed to growing by forging partnerships with like-minded, client-focused UK advice firms.
Finli Group was formed in 2021 with the aim of building a leading UK wealth management advice business, completing its first acquisitions in 2022.
In the year ending June 30 2024, group holding company Finli Advice Holdings Limited reported turnover of around £26.3 million, compared to £1.5 million in the six months to June 30 2023.
Read more about the various factors that continue to drive major consolidation in the wealth management sector
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