Finli Group Acquires JSP Financial Services

Chapters Capital is pleased to have advised John and Susan Perry on the sale of JSP Financial Services to Finli Group, bringing 144 client households and £57m in assets under advice to the Milton Keynes-based financial planning firm.

 

The transactions

Finli Group has completed the acquisition of JSP Financial Services, an independent financial planning firm based in Sheldon, Birmingham. John Perry, JSP’s founder will retire from the business following completion.

The deal was one of six completed by Finli in the first quarter of 2026. Together, those transactions added approximately £252 million in assets under management to the group, bringing its total AUM to more than £7.5 billion.

About Finli Group

Finli Group was established in 2021 under the name Solomon Capital Holdings by former Quilter Financial Planning chief executive Andy Thompson and chief financial officer Darren Sharke, and is backed by private equity firm JC Flowers & Co. The group currently supports more than 20,000 clients across the UK and employs more than 100 financial planners. Finli completed 21 acquisitions and client bank purchases in 2025, adding £1.1 billion in assets over the course of the year.

James Bryce, Chief Acquisitions Officer at Finli Group, said: "Our approach offers business owners a clear, supportive exit while preserving the integrity of the client relationships they have built over many years. We recognise the responsibility that comes with being chosen as custodian of these relationships and take seriously our role as the safe pair of hands allowing clients to reach their financial goals."

About JSP Financial Services

JSP Financial Services was founded by John Philip Perry and Susan Jane Perry in 1991 and is based in Birmingham. The firm has been providing independent financial advice to clients across the West Midlands for more than 30 years, with a focus on building long-term personal relationships and delivering advice across pensions, retirement planning, investments, and protection.

“I would like to thank Daniel at Chapters Capital for his diligent and considered approach to the sale of JSP. He took the time to understand the business, the clients and what mattered most to me about the outcome. Daniel was always on hand to answer questions thoroughly and without fuss. I am very pleased with where we ended up and would have no hesitation in recommending Chapters Capital to anyone considering a sale.”

What was Chapters Capital's role? 

Chapters Capital advised John and Susan Perry on the transaction, supporting them through valuation and positioning, engagement with potential acquirers, negotiation of commercial terms, and progression through to completion.

Daniel Campanale, Associate Director at Chapters Capital, said: 

“John built JSP over more than three decades and was understandably careful about who he entrusted his clients to. Finding a home that could offer continuity and long-term stability for those relationships was the central objective throughout. Finli's track record and infrastructure made them a strong fit, and I am very pleased we were able to help John and Susan reach an outcome they felt confident in.”