Lync Wealth Management adds £210m in assets with South East acquisitions

Both firms are based in Fleet, Hampshire and have approximately £210m of assets under advice. Scott Financial provides financial planning and wealth management services to around 700 individuals and families. Founded by Paul and Wendy Scott in 2003, it remains a family business, with the founders' son, James Scott, an adviser at the firm, and their daughter, Amy Scott, a paraplanner. Both will join Lync alongside their adviser Sophie Donoghue, and six support colleagues.   Latham Consultancy, also a financial planning business, has approximately £55m assets under advice. Its ...