Finli Expands UK Presence As Cultural Alignment Drives Latest Acquisitions
- Chapters Capital
- Mar 24
- 2 min read
24th March 2025
The Finli Group continues gaining momentum with two recent acquisitions: Schaefer Financial Management, based in Somerset, and MMR Financial Planning, located in Birmingham. These additions bring Finli's total number of acquisitions to 41. This expansion is part of Finli's ongoing efforts to diversify its presence across the UK, including key regions like Scotland, Northern and Central England, and Wales.
Formerly known as Solomon Capital Holdings, Finli completed these acquisitions within two months, demonstrating the group's strategic goal of adding approximately £1bn annually in assets under advice. Jon Barham, the acquisitions director, emphasised that finding the right fit for Finli isn't solely about the size of a firm; rather, it's about shared values and a compatible approach. He remarked, "For us, it's about the ideal attitude. If you want to do right by your clients, we want to talk to you."
This strategic vision reflects broader industry trends, as consolidators recognise that successful integration heavily depends on cultural alignment and client-focused values rather than just the size or price of the deal. A recent poll conducted by Finli found that 93% of financial planners consider a buyer's reputation to be the most important factor, even more, significant than the sale price, underscoring the emotional elements involved in succession planning.
Simon Goldthorpe, Finli's Chief Distribution Officer, highlighted the emotional complexities inherent in mergers and acquisitions within the wealth management sector. He stated, "These businesses have been built on nurturing relationships, often spanning several decades. Financial planners understandably prioritise the acquirer's reputation and client-centeredness, emphasising the need for a balanced approach between the financial and emotional aspects of the deal."
These latest acquisitions complement Finli's earlier strategic moves, such as the acquisition of the Scottish-based firm Clark Gillone in January 2024, which was supported by a targeted debt facility from TDC LLP. As consolidation in wealth management remains highly active—with firms like Shackleton, Saltus, Amber River, and Titan Wealth pursuing growth through M&A—Finli's unique focus on cultural alignment and client satisfaction sets it apart in an increasingly competitive market.
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.