National financial planning business Finli has snapped up another four advice firms, bringing the total number of acquisitions so far this year to 18.
Stirling-based Catterson Wealth Management, Swindon-based Groundwell, Oaklands Wealth Management in Birmingham and Peter Guy Financial Planning in Chester all join in the month that it celebrates its third year trading under the Finli brand.
These latest deals add around £259m worth of assets and support the firm’s expansion into its core regions.
Finli acquisitions director Jon Barham said: “Building an extensive range of partnerships comprising highly regarded, regional firms is a key part of our strategy to become the first port of call for financial planners who are considering their succession plans and individuals who want to live their best financial lives.
“To date, more than 55 business owners have entrusted us with continuing to nurture their clients and acting as the safe pair of hands who’ll help them meet their financial goals.
“In Catterson, Groundwell, Oaklands and Peter Guy, we have four firms with an excellent record of client service and building successful, long-standing relationships. We are incredibly proud to look after their clients going forward.”
The Finli Group now has over £5bn in assets under advice.
Last month Finli hired former Brown Shipley CEO Calum Brewster as its new chief commercial officer (CCO).
Brewster will replace Simon Goldthorpe, who has announced his intention to step back from his role as chief distribution officer at the end of the year.
