Lync Wealth Management acquires two Belfast advice firms

Carleton Financial Planning and RJ Savage Asset Management have both joined Lync Wealth Management adding £300m in assets under advice (AUA).   Both will be combined with Lync's existing Northern Ireland business, North Financial Management, and bring its regional AUA to more than £350m. Each firm will continue to serve clients from their Belfast offices.  Lync said Northern Ireland is a "key growth market" for the firm. It has 22 offices with 120 Advisers serving clients with approximately £4bn AUA.  Backed by its owner, an affiliate of the 7IM Group, Lync is looking to build a No...