The Finli Group, the national adviser with over £5bn in assets under advice, has completed five additional acquisitions this year as part of its ambitious plans for long-term growth.
Finli bought Beaufort Financial Taunton (Mark Cooper) and Simon Brannigan in Somerset and Lifestyle Financial Choices in Cardiff.
Strengthening its presence across different locations, it also closed deals and bought Elaine Snow in London and Penny Smith in Merseyside.
The deals add £220m worth of assets and bring its total acquisition count to 47.
Jon Barham, Finli Acquisitions Director, commented: “People need top-quality financial advice more than ever and we want to grow Finli in the way that will best support this increasing demand while driving progression in the profession.
“We see expanding our local presence in the north of England, central England and southern regions as a key to further realising that ambition, and so we couldn’t be more pleased to have completed deals with these top-quality firms. Bringing more ambitious financial planners into the business who want to do right by their clients is an essential part of Finli’s long-term strategy, and we look forward to having more of these conversations over the coming months.”