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It all starts with you

Want help growing and looking after your money? Own a business?

Everyone deserves high-quality, simple financial advice.

Looking for financial advice
Assets under management
£ 0 bn
Employees dedicated to your financial goals
0 +
Clients served
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Locations across the UK
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As at 13/06/2025

Three easy steps – we'll take care of the rest

1

We’ll find you the right expert
First, we’ll link you up with one of our nationwide advisers. Someone near who has the right skills for your needs. When you work with us, we’ll explain upfront what our fees are.

2

We’ll listen and build a plan
Then we’ll get to know more about you, your lifestyle and your financial goals. So, we can help manage your money – to get your finances to where you want them to be.

3

You’ll go through life in the know
Now you’re informed and equipped, you can go through life, quietly confident that your money’s taken care of. We’ll be right with you, keeping you on track and adapting as things change.

Trusted advisers. Decisions that work for you.

Lync Wealth Management brings together a growing network of trusted financial professionals. You get the depth and expertise of a larger firm, with the care and personal attention of a boutique service.

We work with you to choose the right solution from a carefully selected range of investment products. And when it’s right for you, our advisers can access the wider market to find the best fit for your needs.

How we can help

Personal financial advice

The essentials

  • Build savings
  • Medical cover
  • Children's savings
  • Pension planning
  • Protection
  • Mortgages

More comprehensive options

  • Wealth management
  • Ethical investing
  • Tax mitigation
  • Legacy, gifting, inheritance
  • Long-term care
  • Equity release
  • Retirement planning

Business financial advice

Employee benefits

  • Medical cover
  • Death in service
  • Workplace pensions
  • Business insurance
  • Income protection
  • Key person insurance

For you and your shareholders

  • Tax mitigation
  • Legacy planning
  • Withdrawing capital
  • Business exit strategy
  • Retirement planning

Personal financial advice

From buying a home, raising a family, to retirement and legacy planning. We offer regulated personal financial advice to give you confidence managing your money.

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Business financial advice

Running a business brings opportunity, responsibility and risk. We offer business financial advice to owners and directors looking for clarity, structure and lasting financial security.

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Practice Buyout Programme

Our focus is on growing your business, creating opportunities for your people and building value.

Our Programme’s designed to support a smooth, successful transition.

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About us

We take a holistic approach to financial planning, connecting your finances to your goals, values and happiness.

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Resources

Access links to our latest thinking based on recent developments, as well as our essential literature and brochureware.

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Let's talk

Get in touch by emailing a member of our team with your details, and we’ll get back to you at a convenient time.

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What our clients say about us

I inherited a sum of money and had no idea what to do with it. A friend and her family used Lync and introduced me to their advisor. I have been very pleased with their advice. They are friendly and efficient and keep me well informed about investments.

Janet

Lync have been brilliant. They have sorted my pension and mortgage, and I feel much more comfortable with my finances going forward.

Sarah

I inherited a sum of money and had no idea what to do with it. Lync have been friendly, efficient and kept me well informed.

Tony

Simon Jones has helped my husband and me more than I could imagine while re-mortgaging, explaining everything every step of the way.

Janet

Ready to take control of your financial future?

Book a free, no-obligation consultation with one of our expert advisers today. We’re here to help you achieve your financial goals with confidence.
  • Free initial consultation
  • No obligation to proceed
  • Expert advisers across the UK
Book a free consultation

Prefer to speak to us directly?

  • 020 3949 1800
  • contact@lyncwm.co.uk

Frequently asked questions

What does a financial adviser do?
A financial adviser partners with you to help make confident, informed decisions about your money. At Lync Wealth Management, this means taking the time to understand your goals, priorities and life plans before providing clear, personalised advice across areas such as investments, pensions, insurance and estate planning. Our role is to simplify complex financial choices and create a strategy that supports your long-term financial wellbeing, now and in the future.

Wealth management is about helping you make informed financial decisions with confidence. It combines personalised planning, clear advice and ongoing reviews to help ensure your money continues to support your goals over time.

Wealth management covers everything from day‑to‑day financial essentials to longer‑term and more complex planning – all joined up around your life, and your business if you have one.

It can include:

  • Building savings, pensions, protection and mortgages
  • Planning for children, healthcare and retirement
  • Investing (including ethical options) and managing tax efficiently
  • Legacy, gifting, inheritance and long‑term care planning
  • Equity release, where appropriate

For business owners, it can also support:

  • Business planning and growth
  • Employee benefits such as pensions, medical cover and insurance
  • Personal planning for shareholders – including tax, exit strategies and retirement

In short, wealth management helps bring clarity, structure and confidence to your finances as your needs evolve.

People who want expert support in making the most of their finances. It can be especially valuable when life becomes more complex, and you want a clearer plan.

Yes – retirement planning is one of the areas where wealth management can be especially valuable. Lync supports clients with retirement planning, income strategies, tax-efficient withdrawals and ongoing reviews.

Choose someone who understands your priorities, communicates clearly and offers advice that feels genuinely tailored to you. The right relationship should leave you feeling informed, supported and confident.

Lync combines local relationships with the support of a national organisation. That means you can benefit from personal advice alongside the wider strength, consistency and support of a UK-wide adviser community.

But you might consider a wealth manager when:

  • Your finances can’t be explained on the back of an envelope anymore
  • You’d lose sleep if you made a big money mistake
  • You want a plan, not just savings accounts

 

Wealth managers aren’t just for the ultra‑rich, but they do usually make sense when you have:

  • Multiple financial moving parts, or
  • Assets in the hundreds of thousands (not necessarily millions)