Finli Acquires Five UK Advice Firms Continuing Nationwide Expansion Drive
- Chapters Capital
- 4 days ago
- 2 min read
7th April 2025
The Finli Group has accelerated its ambitious acquisition strategy by purchasing five additional financial advice firms, bringing its total acquisitions to 47. The latest deals allow the firm to expand its operations across England and Wales, adding more than £220m in combined assets under management.
The newly acquired firms are:
- Beaufort Financial Taunton, Somerset
- Simon Brannigan, Somerset
- Lifestyle Financial Choices, Cardiff
- Elaine Snow, London
- Penny Smith, Merseyside
Jon Barham, the acquisitions director at Finli, emphasised the group's commitment to meeting the rising demand for financial advice, highlighting regional expansion as a key element of the firm's long-term goals. "Expanding our local presence in England's northern, central, and southern regions is crucial," Barham stated. "We’re thrilled to complete these deals with such high-calibre firms and welcome ambitious financial planners who share our dedication to delivering quality client outcomes."
These recent acquisitions follow Finli’s earlier purchases of Somerset-based Schaefer Financial Management and Birmingham-based MMR Financial Planning earlier this year. In January 2024, Finli also acquired the Scottish-based IFA Clark Gillone, demonstrating its momentum across the UK.
Formerly known as Solomon Capital Holdings, Finli continues implementing a growth strategy supported by debt financing from TDC LLP, which facilitates its ongoing buy-and-build approach. This sustained activity reflects broader industry trends, where regional footprint, strategic alignment, and cultural fit increasingly influence mergers and acquisitions beyond purely financial metrics.
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, contact one of our professional associates today for a confidential, no-obligation consultation.