Planning for every life stage
Everyone has a different story, but accumulating wealth should always involve enjoying the journey and making your money work hard. On this page, we outline how we help individuals and their families based on their life stage.
Lync Wealth offers a personalised approach to help you make the most of your earnings, optimise your investments, prepare for retirement, and efficiently manage complex financial processes like mortgage payments and pension planning.
We craft retirement solutions that align precisely with your clients goals and financial situations, through a combination of sophisticated cash flow modelling, ongoing assessments, and personalised consultations.
Preparing for retirement is a crucial endeavour and a life-changing milestone. Our approach encompasses a comprehensive perspective, to ensure that you can enjoy a comfortable and secure lifestyle during your golden, retirement years.
A pension is a long-term investment not normally accessible until 55 (57 from April 2028). Your capital is at risk.
Lync Wealth delivers holistic support for individuals and families, helping you make informed decisions to achieve your financial goals.
Whether you’re looking to invest for your children’s education, secure your family’s wellbeing with life insurance, or plan for a comfortable retirement, we’re here to guide you every step of the way.
With our expertise, you can ensure that your family’s dreams and aspirations are well protected, allowing you to flourish in your career while building a solid financial foundation for the future.
A pension is a long-term investment not normally accessible until 55 (57 from April 2028). Your capital is at risk. Life assurance plans typically have no cash in value.
Your positive impact resonates with clients and employees, but it shouldn’t come at the expense of your personal and family goals. Lync Wealth offers specialised financial advice for small business owners, entrepreneurs, and the self-employed.
Our services are tailored to your circumstances and aspirations. Whether you need guidance on wealth transfer, tax optimisation, or retirement planning, our team of experts is here to assist. We take a holistic approach to fulfil all your ambitions, so that you can balance your business success with personal prosperity.
Investments carry risk. The Financial Conduct Authority does not regulate tax advice.
Why choose Lync?
What you can expect from us
Initial meetings – during our initial discussions, we will outline how we will work with you and understand your lifestyle and goals.
Develop and implement your financial plan – after our initial meetings, we will work to produce and develop a financial plan that is tailored to your needs.
Monitor and review – depending on the terms of our agreement, we will conduct reviews of your money’s progress and adapt your plan as your circumstances change.
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