Lync Wealth Management | London
LW
Financial Advisors
Lync Wealth Management | London
20 Eastbourne Terrace, London W2 6LG
# Lync Wealth Management
Lync Wealth Management is a nationwide financial advisory firm operating from London W2 6LG, formed through the merger of Unividual (a family-led Bath-based practice established in 2000) with Lync, an affiliate of 7IM, one of the world's leading wealth and investment managers. The firm specialises in delivering bespoke financial planning and wealth management services to individuals across Greater London, the South West, and Southeast Scotland.
The business serves affluent clients seeking personalised financial guidance beyond generic solutions. Their approach centres on the philosophy that financial advice should be tailored to each individual's unique circumstances, goals and values. With a team of Chartered Financial Planners, they provide holistic advice addressing multiple aspects of clients' financial lives.
What distinguishes Lync is their combination of boutique-style service excellence with the resources and credibility of a nationwide operation backed by 7IM's institutional expertise. Their track record spans two decades of nurturing long-term client relationships, supported by numerous industry awards and an established reputation. The firm emphasises intelligent, comprehensive planning rather than transactional services, with named advisers including Lewis Baxter, Simon Hicks, Simon Jones, Andy Lei and Scott Gurd serving specific regional markets.
They prioritise accessibility through multiple contact channels—telephone, email and online forms—reflecting their commitment to responsive client service. This combination of personalised attention, professional credentials, and institutional backing appeals to clients seeking trusted stewardship of substantial assets.
Lync Wealth Management is a nationwide financial advisory firm operating from London W2 6LG, formed through the merger of Unividual (a family-led Bath-based practice established in 2000) with Lync, an affiliate of 7IM, one of the world's leading wealth and investment managers. The firm specialises in delivering bespoke financial planning and wealth management services to individuals across Greater London, the South West, and Southeast Scotland.
The business serves affluent clients seeking personalised financial guidance beyond generic solutions. Their approach centres on the philosophy that financial advice should be tailored to each individual's unique circumstances, goals and values. With a team of Chartered Financial Planners, they provide holistic advice addressing multiple aspects of clients' financial lives.
What distinguishes Lync is their combination of boutique-style service excellence with the resources and credibility of a nationwide operation backed by 7IM's institutional expertise. Their track record spans two decades of nurturing long-term client relationships, supported by numerous industry awards and an established reputation. The firm emphasises intelligent, comprehensive planning rather than transactional services, with named advisers including Lewis Baxter, Simon Hicks, Simon Jones, Andy Lei and Scott Gurd serving specific regional markets.
They prioritise accessibility through multiple contact channels—telephone, email and online forms—reflecting their commitment to responsive client service. This combination of personalised attention, professional credentials, and institutional backing appeals to clients seeking trusted stewardship of substantial assets.
Services offered
Financial planningWealth managementInvestment adviceRetirement planningHolistic financial guidanceLong-term financial strategyPersonal financial advisory servicesAsset management