A new chapter for our boutique financial planning firm in Bath
We’re proud to announce that Unividual, our family-led financial planning firm based in the heart of Bath, has joined Lync Wealth Management, a nationwide firm of expert financial advisers, that is an affiliate of 7IM – one of the world’s leading wealth and investment managers.
As part of this exciting integration, we’re rebranding under the Lync Wealth Management name, marking a new chapter in Unividual’s journey while continuing to deliver the same trusted, personalised advice that clients have come to rely on.
Founded in 2000, our firm was built on the belief that financial advice should be as unique as the individual receiving it. Over the past two decades, we’ve grown into a team of Chartered Financial Planners and support staff known for delivering intelligent, holistic advice and nurturing long-term relationships with clients across Bath and beyond.
We are a nationwide wealth management firm with a strong focus on service excellence, driven by our commitment to deliver the best outcomes for our clients. With numerous awards to our name and an excellent reputation across the industry, you can rest assured that your money is in the safest of hands.
We look forward to continuing to support you on your financial journey as part of the Lync family.
