Lync Wealth Management buys West Midlands financial planning firm

Snaps up TKV Financial Management

Jen Frost
clock • 1 min read

Lync Wealth Management has bought TKV Financial Management, adding to its presence in the West Midlands.

TKV Financial Management is based in Kingswinford, with a focus on financial planning, retirement advice, pensions and investments.  The newly acquired firm is expected to move under Lync branding following the sale. Lync has previously acquired in the area, through its June purchase of Kingswinford business Hayden Kilkelly Independent Financial Advisers. Other recent Lync buys include Belfast's Carleton Financial Planning and RJ Savage Asset Management. Lync, which is backed by an affiliate of the 7IM group, now has 22 offices and 112 advisers, with AUA totalling around £4bn. ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

FSCS opens claims for Verus Financial Services customers following FCA probe

FSCS opens claims for Verus Financial Services customers following FCA probe

FCA stripped its permissions in 2025

Isabel Baxter
clock 16 October 2026 • 2 min read
Corbel Partners awaits HMRC settlement on historic tax arrangements

Corbel Partners awaits HMRC settlement on historic tax arrangements

Advice network has paid £660,000 so far

Isabel Baxter
clock 15 October 2026 • 3 min read
Oaklgen Wealth makes acquisition in UK financial planning push

Oaklgen Wealth makes acquisition in UK financial planning push

Buys Aurea Financial Planning

Sophia Panayi
clock 15 October 2026 • 1 min read