Lync Wealth Management acquires family-run financial planner Scott Financial and Latham Consultancy
Key facts
- Buyer
- Lync Wealth Management (part of 7IM)
- Target
- Family-run financial planning firm founded in 2003 by Paul and Wendy Scott, serving around 700 individuals and families
- Exit route
- Trade sale
- Sector
- Professional services
- Region
- South East
- Deal date
- 3 November 2026
Lync Wealth Management, the nationwide financial advice group owned by an affiliate of 7IM, has acquired Scott Financial and Latham Consultancy, adding around £210m in assets under advice.
Scott Financial is a family-run financial planning business founded in 2003 by Paul and Wendy Scott. It provides planning and wealth management services to around 700 individuals and families.
The deal is part of Lync’s strategy of building a national wealth management platform by acquiring established local firms and keeping their client relationships and expertise.
Originally reported by Professional Advise