Friday, June 21, 2024

AAB Wealth completes second acquisition with Synergy Financial Planning

AAB Wealth Acquires Synergy Financial Planning, Expanding Assets Under Advice to Over £800 Million

In exciting news for the financial planning industry, AAB Wealth has recently acquired Bishopbriggs-based Synergy Financial Planning. This acquisition brings the total assets under advice to over £800 million and combines the expertise of 37 professionals across Scotland, England, and Northern Ireland.

Led by David Neely, Synergy Financial Planning is a certified B-corp that supports over 200 families in Central Scotland. The business shares the same evidence-based approach to investing as AAB Wealth, making it a perfect fit for the growing team.

Andrew Dines, head of AAB Wealth, expressed his enthusiasm for the acquisition, stating, “Synergy Financial Planning is a fantastic addition to our expanding team. David has been instrumental in driving the growth of the business, and his approach to financial planning aligns perfectly with our philosophy. I look forward to welcoming David and his team to AAB Wealth to continue delivering the very best financial planning advice for our clients.”

David Neely, owner and financial planner at Synergy Financial Planning, also shared his excitement about the partnership, saying, “This is a truly exciting next chapter for our team and clients. Synergy and AAB Wealth have the same ethos of developing long-lasting relationships that deliver the best outcomes for our clients. The transition for Synergy Financial Planning clients will be seamless, as both of our firms utilize the same platforms and systems to support clients in achieving their financial goals.”

The team from Synergy Financial Planning will join AAB Wealth immediately and will continue to operate from their office in Bishopbriggs. This acquisition marks the second for AAB Wealth, following the addition of Kilkee Financial Planning in January 2023.

Overall, this acquisition is a significant step forward for both AAB Wealth and Synergy Financial Planning, as they join forces to provide top-notch financial planning services to clients across the UK. The shared values and commitment to client success make this partnership a promising one for the future.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. The content is based on general research and may not be accurate, reliable, or up-to-date. Before making any financial decisions, it is recommended to consult with a professional financial advisor or conduct thorough research to verify the accuracy of the information presented. The author and publisher disclaim any liability for any financial losses or damages incurred as a result of relying on the information provided in this article. Readers are encouraged to independently verify the facts and information before making any financial decisions.

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