Finli completes second acquisition in two months

Aims to add £1bn in assets with a ‘raft’ of deals to come this year

Isabel Baxter
clock • 3 min read

National financial planner The Finli Group has completed its acquisition of Schaefer Financial Management.

In February this year, Finli - formerly Solomon Capital Holdings - agreed a deal to acquire Schaefer Financial Management in Somerset. The acquisition of MMR Financial Planning which took place in March in Birmingham brings the firm's total acquisitions to 41. This is its second completed acquisition in two months. Finli said it is on target to complete further deals this month across Kent, Cardiff, Merseyside and Somerset, feeding directly into three of its core regions. The firm, which has four regions in total and offices across England, Scotland and Wales, is looking to grow its l...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Scottish wealth firm declared failed by FSCS

Scottish wealth firm declared failed by FSCS

Over investment and pension advice

Isabel Baxter
clock 17 April 2025 • 1 min read
Continuum's assets hit £2.5bn following M&G-buyout completion

Continuum's assets hit £2.5bn following M&G-buyout completion

Adviser numbers continue to grow

Isabel Baxter
clock 17 April 2025 • 1 min read
Kingswood AIM shares cancelled amid PE takeover

Kingswood AIM shares cancelled amid PE takeover

Going private under ownership of Pollen Street Capital’s HSQ

Jen Frost
clock 17 April 2025 • 2 min read