Our Corporate team is pleased to have supported Lync Wealth Management on two acquisitions in the space of a week.
The nationwide wealth management group includes more than 60 financial planning practices and has now added advisers Yorkshire Rose Financial Planning and Hayden Kilkelly Independent Financial Advisers to its portfolio.
Yorkshire Rose supports customers in Wetherby, Leeds, York and Harrogate, while Hayden Kilkelly operates across the West Midlands from its base in Kingswinford.
Acquisitive Lync is owned by an affiliate of platform and wealth manager 7IM group.
Our Corporate team, including Sean Lightfoot (Partner), Olivia Jones (Legal Director) and Rachel Faulconbridge (Associate), provided lead legal advice to Lync Wealth Management on both deals.
We’re delighted to have supported Lync Wealth Management on the successful completion of two acquisitions in such quick succession. These transactions highlight Lync’s continued growth strategy and ambition to expand its national footprint through partnering with high-quality financial planning businesses. Yorkshire Rose and Hayden Kilkelly both strong additions to the group, and we look forward to seeing Lync continue to build on this momentum.Sean Lightfoot
Partner at Hill Dickinson
Sean Lightfoot, Corporate Partner at Hill Dickinson, said: “We’re delighted to have supported Lync Wealth Management on the successful completion of two acquisitions in such quick succession. These transactions highlight Lync’s continued growth strategy and ambition to expand its national footprint through partnering with high-quality financial planning businesses. Yorkshire Rose and Hayden Kilkelly both strong additions to the group, and we look forward to seeing Lync continue to build on this momentum.”