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Lync Wealth Management is a group of financial advisers operating across the UK, providing personalised, long-term financial advice to individuals, families and business owners. We specialise in holistic financial planning, taking the time to understand each client’s priorities, circumstances and long-term objectives. Whether planning for retirement, investing for the future, protecting what matters, or managing later-life income, our advice is tailored to individual needs and reviewed over time. Clients work with experienced financial advisers, supported by the regulatory oversight, governance and infrastructure of our national advice network through Lyncombe Consultants Ltd. Lync Wealth Management Ltd is an appointed representative of Lyncombe Consultants Limited, which is authorised and regulated by the Financial Conduct Authority.
1 Angel Court, EC2R 7HJ, London, Reino Unido
4,0
3 opiniones
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David was brilliant from start to finish. He helped us sort our finances and life insurance when buying our first house and made everything really clear and easy to understand. No question ever felt too daft to ask, and he was always patient, friendly and easy to talk to. He made what could have been a stressful process feel so much easier. We'd definitely recommend him!
Thanks
Tom & Lizzie
David sat us down and laid out the process making it very clear what information he required to enable an informed choice of financial strategy. During the process there were some delays but all outwith David's control, in fact he tried his utmost to chase things along via his professional contacts in the providers.
We were very happy with the outcome, realising that maybe we weren't as poor as we had thought.
There is now a steady income stream from our investments which are all working to generate additional income.
Thank you David.
Respuesta de Lync Wealth Management
Thank you for your kind review, Mike. We’re so pleased David was able to help.
The staff at the Kendal office were faced with numerous challenges with one particular provider while arranging my pension annuity and treated this as a priority. This saved considerable time and effort on my part and enabled the release of funds sooner than I expected. Well done!!
Respuesta de Lync Wealth Management
Thank you for taking the time to share this review, Tony!
We’re really pleased to hear the Kendal team were able to prioritise your annuity and help overcome the challenges with the provider. It’s great to know their persistence saved you time and effort, and that your funds were released sooner than expected.
We’ll make sure your feedback is shared with the team – thank you again for your kind words.
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