Financial planning business Finli Group has announced the acquisition of a further four firms, bringing its total number of acquisitions so far this year to 18.

The group’s ongoing expansion sees the addition of financial planning firms Catterson Wealth Management, based in Stirling, Swindon-based Groundwell, Oaklands Wealth Management in Birmingham, and Peter Guy Financial Planning in Chester.

The firms join Finli Group as the business marks its third year of trading under the Finli brand.

These latest acquisitions add approximately £259m worth of assets to the group, supporting its expansion into its core regions.

Commenting on the deals, Finli acquisitions director, Jon Barham, said: “Building an extensive range of partnerships comprising high-quality, 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.”

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