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Finli Advice Holdings Limited investment portfolio

Finli Advice Holdings Limited has made numerous investments in companies such as Fa92 Wealth Group, Lifestyle Financial Choices, and Ian O'Brien within the Fintech & Financial Services sector.

corporate
Portfolio
16
Team
0

Portfolio (16)

CompanySectorCitySourceLast confirmed on
Beaufort Financial (Forth Valley) LtdFintech & Financial ServicesFalkirkConfirmed2026-01-09
Beaufort Financial Planning (North West) Limited
BEAUFORT FINANCIAL PLANNING (NORTH WEST) LIMITED provides financial consulting services, offering advice and planning to individuals and businesses in the St Helens, Merseyside area. The firm operates as a private limited company registered in the UK.
—Milton KeynesConfirmed2026-03-24

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Shareholding changes (11)

Finli Advice Holdings Limited's positions across portfolio companies
2026
2025

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+9 more changes

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Ownership Chain

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