Lync Wealth Management

Lync Wealth Management, formerly known as Unividual, is a family-led financial planning firm based in Bath, UK. Founded in 2000, the firm has merged with Lync Wealth Management, a nationwide group of financial advice practices. Lync Wealth Management is committed to delivering personalized financial advice that aligns with clients' life goals and values. The firm emphasizes a holistic approach to financial planning, ensuring that clients receive tailored strategies to achieve their financial aspirations. With a team of Chartered Financial Planners, Lync Wealth Management focuses on building long-term relationships with clients across Bath and beyond. The firm is regulated by the Financial Conduct Authority and is dedicated to providing excellent service and support throughout clients' financial journeys.