Finli Group Adds Four More Firms, Boosting Growth by £259m
- Simon Bourke
- Oct 3
- 2 min read
3rd October 2025
The Finli Group is celebrating its third anniversary by announcing a series of acquisitions, which include four regional advisory firms and an addition of £259m in assets to its portfolio. The firms acquired are Catterson Wealth Management in Stirling, Groundwell in Swindon, Oaklands Wealth Management in Birmingham, and Peter Guy Financial Planning based in Chester.
These acquisitions build on the group's rapid growth in 2025, following the earlier purchase of six firms this summer. With these latest additions, Finli has now attracted over 55 business owners to its platform, reinforcing its reputation as the preferred consolidator for firms seeking succession and stability.
According to acquisitions director Jon Barham, Finli's strategy centres on forming partnerships with respected regional firms that share a client-first philosophy. He emphasised that this approach enables the group to provide a “safe pair of hands” for business owners seeking to secure the future of their clients while expanding access to financial planning services nationwide.
These acquisitions underscore Finli's commitment to blending regional expertise with national reach, positioning it as a trusted home for advisers focused on succession planning and for clients looking for long-term financial security.
At Chapters Capital, we specialise in financial planning and wealth management M&A and understand the importance of strategic acquisitions for growth. Whether you are considering a sale, merger, or expansion or want to learn more about buyers in the space, please contact one of our professional associates today for a confidential, no-obligation consultation.
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