Finli Group has completed six acquisitions in the first quarter of 2026, adding approximately £252m in assets under management and strengthening its position in the UK wealth management sector. The deals support Finli’s continued expansion through a structured acquisition-led growth strategy.

As a result, Finli’s total assets under management now exceed £7.5bn.

Six Businesses Join Finli Group

The acquisitions include several regional financial planning firms and client banks across the UK. The businesses joining Finli are:

  • Adrian Smith Wealth Management, based in Lancashire
  • GM Wealth Management, based in Wrexham
  • JSP Financial Services, based in Birmingham
  • Roxborough Wealth Management, based in Cobham

In addition, Finli has also acquired two client banks located in Basingstoke and Great Missenden.

Together, these additions contribute approximately £252m in assets under management, further expanding Finli’s national footprint.

Strong Start to 2026 Acquisition Activity

James Bryce, Chief Acquisitions Officer at Finli, said the momentum seen in early 2026 reflects both the strength of the group’s acquisition strategy and ongoing demand from adviser firms seeking long-term partners.

He noted that Finli’s approach is designed to offer business owners a clear and supportive exit route while maintaining continuity for clients and advisers.

In addition, Bryce highlighted the responsibility that comes with acquiring established client relationships, emphasising the importance of trust, stability, and long-term outcomes.

Growing Pipeline Supports Continued Expansion

Finli stated that its acquisition pipeline remains strong, with expectations that the current pace of growth will continue throughout the year. The group also expects further firms to engage as succession planning becomes a more prominent consideration across the advice sector.

As consolidation in the UK wealth market continues, larger groups like Finli are increasingly positioning themselves as long-term custodians of client relationships, rather than short-term acquirers.

Succession Planning and Market Consolidation

The latest acquisitions reflect a wider trend of advisory firms seeking structured succession solutions within a consolidating market. For many business owners, aligning with a larger group offers both operational continuity and access to broader resources.

For those considering succession planning, working with an experienced broker such as Gunner & Co can help identify suitable buyers, prepare the business for market, and ensure client relationships are protected throughout the process.

Taking early advice can also improve outcomes, particularly where timing, valuation, and cultural alignment all play a critical role in transaction success.  Click here for a free consultation to discuss.