Welcome to Lync
Unividual is now a part of Lync Wealth Management
A new chapter for our boutique financial planning firm
We’re proud to announce that Unividual, our family-led financial planning firm based in the heart of Bath, has joined Lync Wealth Management, a nationwide firm of expert financial advisers, that is an affiliate of 7IM – one of the world’s leading wealth and investment managers.
As part of this exciting integration, we’re rebranding under the Lync Wealth Management name, marking a new chapter in Unividual’s journey while continuing to deliver the same trusted, personalised advice that clients have come to rely on.
Founded in 2000, our firm was built on the belief that financial advice should be as unique as the individual receiving it. Over the past two decades, we’ve grown into a team of Chartered Financial Planners and support staff known for delivering intelligent, holistic advice and nurturing long-term relationships with clients across Bath and beyond.
The move to Lync Wealth Management reflects our shared commitment to long-term relationships, high standards, and empowering clients to make confident financial decisions.
John Baxter, Founder of Unividual:
“This is a proud moment for our family and our team. We built Unividual on the belief that everyone deserves financial advice that’s as unique as they are. Joining Lync allows us to continue that mission with even greater resources behind us while staying true to our values and our clients.”
Lewis Baxter, Director at Unividual:
“We’ve always done things differently – not just in how we advise but in how we grow. This partnership is about securing the future for our clients. It’s about building something that lasts with people who share our ethos and ambition.”
Andy Ferns, Managing Director at Lync Wealth Management:
“Unividual has built an exceptional reputation for quality and care and we’re delighted to welcome them into the Lync family. Their team brings a depth of expertise and culture of excellence that aligns perfectly with our vision. This partnership strengthens our regional presence and reinforces our commitment to delivering meaningful outcomes for clients.”
Our integration will be rolled out gradually with no changes to client fees, services, or adviser relationships. Clients will continue to work with the same trusted team, now supported by broader infrastructure and investment capabilities at Lync Wealth Management.
Our office in Bath remains open and active, and we’re committed to continuing our role as a trusted financial partner within the local community.
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