Patrick joined Lync Wealth Management in August 2026, bringing more than 18 years of experience in financial services. Prior to joining Lync, he held the role of Financial Adviser at Carleton Financial Planning, where he worked for several years. Before that, he was a Senior Broker Consultant at Clerical Medical Investment Group.
Specialising in pensions, investments and inheritance tax planning, Patrick is committed to helping clients make informed financial decisions and achieve their long-term objectives. His extensive industry knowledge, combined with a practical and personable approach, enables him to provide tailored advice that reflects each client’s individual circumstances.