# Lync Wealth Management: High Quality Holistic Financial Advice

> Financial advice for individuals and businesses across the UK\. Personalised planning and long\-term support\. Book a no\-obligation consultation today\.

Generated by Yoast SEO v28.2, this is an llms.txt file, meant for consumption by LLMs.

## Pages
- [Careers](https://lyncwm.co.uk/careers/)
- [Library](https://lyncwm.co.uk/library/)
- [Practice Buyout Programme](https://lyncwm.co.uk/practice-buyout-programme/)
- [New Home](https://lyncwm.co.uk/new-home/)
- [Home](https://lyncwm.co.uk/)

## Posts
- [A new tax year is the right time to build your pension and ISA savings](https://lyncwm.co.uk/a-new-tax-year-is-the-right-time-to-build-your-pension-and-isa-savings/): The start of a new UK tax year is a natural moment to revisit your pension and ISA strategy\.
- [Q2 2026 Quarterly Adviser Update](https://lyncwm.co.uk/q2-2026-quarterly-adviser-update/): Our Q2 2026 Quarterly Adviser Update is now available to download, bringing together the latest market commentary, economic developments and wider financial planning insights\.
- [What’s the role of whole of life assurance in Inheritance Tax \(IHT\) planning?](https://lyncwm.co.uk/whats-the-role-of-whole-of-life-assurance-in-inheritance-tax-iht-planning/): Whole of life assurance can play an important role in Inheritance Tax planning for families whose estates may face an IHT bill\.
- [ISA changes, what now?](https://lyncwm.co.uk/isa-changes-what-now/): As you’ll know, ISAs remain a cornerstone of tax\-efficient saving\. Right now, you can invest up to £20,000 a year across Cash ISAs, Stocks \& Shares ISAs and Innovative Finance ISAs – splitting that allowance however you choose¹\.
- [Worried about Inheritance Tax? It’s time for a financial check](https://lyncwm.co.uk/worried-about-inheritance-tax-its-time-for-a-financial-check/): Worried about Inheritance Tax and how it could affect your family? With inheritance tax rules changing and pensions set to form part of your estate from 2027, more people are reassessing their financial plans\.

## Team Members
- [Gary Lumb](https://lyncwm.co.uk/team-member/gary-lumb/)
- [Tim Veiro](https://lyncwm.co.uk/team-member/tim-veiro/)
- [Ronnie Savage](https://lyncwm.co.uk/team-member/ronnie-savage/)
- [Tristan Scrivens](https://lyncwm.co.uk/team-member/tristan-scrivens/)
- [Paul McDermott](https://lyncwm.co.uk/team-member/paul-mcdermott/)

## Welcome pages
- [Yorkshire Rose Financial Planning](https://lyncwm.co.uk/welcome/yorkshire-rose-financial-planning/): \<p\>\<strong\>A new chapter for Yorkshire Rose Financial Planning\</strong\>\</p\>

\<p\>Yorkshire Rose Financial Planning, a specialist financial planning firm, has joined Lync Wealth Management, a nationwide firm of expert financial advisers and an affiliate of 7IM – one of the world's leading wealth and investment managers\.\</p\>

\<p\>As part of this exciting integration, we're rebranding under the Lync Wealth Management name\. While our name is changing, our team and our commitment remain the same: to provide honest, expert financial advice and take the time to understand what matters most to you\.\</p\>

\<p\>At every stage of your life, you'll have complex decisions to make\. Now, as part of Lync Wealth Management, we're here to guide you through those decisions with clear, considered solutions – so you can live the life you've always imagined\.\</p\>
- [Hancock Associates Financial Planning](https://lyncwm.co.uk/welcome/hancock-associates-financial-planning/): \<p\>\<strong\>A new chapter for Hancock Associates Financial Planning\</strong\>\</p\>
\<p\> Hancock Associates Financial Planning has joined Lync Wealth Management, a nationwide firm of expert financial advisers and an affiliate of 7IM – one of the world’s leading wealth and investment managers\.\</p\>
\<p\>As part of this exciting integration, Hancock Associates Financial Planning is rebranding under the Lync Wealth Management name\. While our name is changing, our team and our commitment remain the same: to provide a comprehensive financial planning service for all your investment and protection needs\.\</p\> 
\<p\>Now, as part of Lync Wealth Management, we will continue to help you plan, grow, and protect your wealth – so you can live the life you’ve imagined\.\</p\>

- [TKV Financial Management](https://lyncwm.co.uk/welcome/tkv-financial-management/): \<p\>\<strong\>A new chapter for TKV Financial Management \</strong\>\</p\>
\<p\>TKV Financial Management 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\.\</p\>
\<p\>As part of this exciting integration, we're rebranding under the Lync Wealth Management name, marking a new chapter in TKV's journey while continuing to provide the exceptional service and personalised financial advice our clients have come to rely on\.\</p\>
\<p\>Our commitment to integrity, transparency and a client\-centred approach remains unchanged\. Now, as part of Lync Wealth Management, we're even better placed to help you plan, grow, and protect your wealth\.\</p\>
- [Sheafmoor Money Management](https://lyncwm.co.uk/welcome/sheafmoor-money-management/): \<p\>\<strong\>A new chapter for Sheafmoor Money Management\</strong\>\</p\>
\<p\>Sheafmoor Money Management, our specialist financial planning firm, has joined Lync Wealth Management — expert financial advisers and an affiliate of 7IM, one of the world’s leading wealth and investment managers\. \</p\>
\<p\>As part of this exciting integration, we are rebranding under the Lync Wealth Management name\. While our name is changing, what matters most remains the same: financial advice built around you\. We continue to provide clear, tailored guidance designed to help you achieve your financial goals with confidence\. \</p\>
\<p\>Now, as part of Lync Wealth Management, we are even better placed to help you plan, grow, and protect your wealth\. \</p\>

- [Hayden Kilkelly](https://lyncwm.co.uk/welcome/hayden-kilkelly/): \<p\>\<strong\>A new chapter for Hayden Kilkelly\</strong\>\</p\>

\<p\>Hayden Kilkelly, an award\-winning financial planning firm, 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\.\</p\>

\<p\>As we rebrand under the Lync Wealth Management name, we are marking a new chapter in Hayden Kilkelly’s journey while continuing to provide a service that delivers real value to clients’ lives\.\</p\>

\<p\>For over ten years, we’ve provided the financial planning we would want for ourselves, while maintaining a reputation for being ethical, respected, and client\-focused\. We pride ourselves on building long\-term relationships, working in partnership with our clients, and keeping the focus firmly on you\.\</p\>

\<p\>Now, as part of Lync Wealth Management, we’re even better placed to help you plan, grow, and protect your wealth so you can live the life you’ve imagined\.\</p\>

## Testimonials
- [Janet](https://lyncwm.co.uk/testimonial/janet/)
- [Tony](https://lyncwm.co.uk/testimonial/tony/)
- [Sarah](https://lyncwm.co.uk/testimonial/sarah/)
- [Janet](https://lyncwm.co.uk/testimonial/4788/)
- [Tony](https://lyncwm.co.uk/testimonial/4787/)

## Optional
- [Sitemap index](https://lyncwm.co.uk/sitemap_index.xml)