Finli adds £269m AUM with seven Q2 acquisitions
- Simon Bourke
- Jul 16
- 2 min read
16th July 2026
Deal summary
Finli Group has completed seven acquisitions in the second quarter of 2026, adding approximately £269m in assets under management. The deals follow six acquisitions in the first quarter, which added approximately £252m in assets under management, taking the group's total to 13 transactions in the first half of the year and more than £500m in AUM. Finli's total assets under management now stand at over £8.7bn.
About Finli Group
Finli is a national financial planning and wealth management group with offices across England, Scotland and Wales. It provides advice on pensions, investments, tax planning, mortgages and protection, supported by its in-house investment specialist, YOU Asset Management.
The group was originally established as Solomon Capital Holdings by former Quilter Financial Planning executives Andy Thompson and Darren Sharke. It is backed by financial services-focused private equity firm J.C. Flowers & Co and has pursued a buy-and-build strategy in the UK advice market since completing its initial acquisitions in 2022.
About the acquired firms
The seven firms that joined Finli in Q2 are Simply Advice, David Pinder, Ashley Phillips, Griffin Wylde, Stellar FP, Croesus, and John Robinson.
The businesses extend Finli’s presence across Devon, Nottinghamshire, Yorkshire, the West Midlands, Bedfordshire, Edinburgh and West Sussex.
What happens next?
All seven Q2 transactions are complete. Finli has confirmed a strong pipeline of further opportunities and expects to build on this progress in the second half of 2026.
Finli's other recent acquisitions
Adrian Smith Wealth Management, GM Wealth Management, JSP Financial Services, Roxborough Wealth Management and two client banks – April 2026
Finli acquired four advice firms and two client banks in Basingstoke and Great Missenden. The six transactions added £252m in AUM and took Finli’s total assets above £7.5bn at the time. Chapters Capital advised on the sale of JSP Financial Services.
Three undisclosed advice firms – December 2025
Finli acquired three businesses operating in Lancashire, Yorkshire and the Home Counties. The names were not disclosed, but the transactions added approximately £1.1bn in client assets and brought Finli’s total number of acquisitions during 2025 to 21.
Catterson Wealth Management, Groundwell, Oaklands Wealth Management and Peter Guy Financial Planning – October 2025
The four regional acquisitions expanded Finli’s presence in Stirling, Swindon, Birmingham and Chester and added approximately £259m in assets.
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