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Lync Wealth Management

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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Lync Wealth Management, Financial service, 1 Angel Court, London.

Lync Wealth Management is a group of financial advisers operating across the UK, providing personalised, long-term financial advice to individuals, families and business owners.

28/09/2026

Financial wellbeing isn’t just about money. It’s about how your finances support the life you want. Our article shares three simple steps to help you:

👉 Read more: https://lyncwm.co.uk/three-simple-steps-towards-financial-wellbeing/?utm_source=facebook&utm_medium=organic social&utm_campaign=financial wellbeing

For general information only, not personal advice. Your circumstances are unique, so it’s important to review what’s right for you.

15/09/2026

𝗛𝗼𝘄 𝗺𝘂𝗰𝗵 𝘀𝗵𝗼𝘂𝗹𝗱 𝘆𝗼𝘂 𝘀𝗽𝗲𝗻𝗱 𝗶𝗻 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁?

Too much could risk your future. Too little could limit your lifestyle.
The challenge is finding the right balance.

Our article shows how planning can help you move into retirement, confidently.

👉 Read more: https://lyncwm.co.uk/why-financial-fears-may-stop-people-enjoying-retirement/?utm_source=facebook&utm_medium=organic social&utm_campaign=why financial fears may stop people enjoying retirement

This is general information, not personal advice. Your situation is unique, so it’s worth reviewing what’s right for you.

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04/09/2026

𝗪𝗲'𝗿𝗲 𝗲𝘅𝗰𝗶𝘁𝗲𝗱 𝘁𝗼 𝗯𝗲 𝘀𝗽𝗼𝗻𝘀𝗼𝗿𝗶𝗻𝗴 𝘁𝗵𝗲 𝗕𝗮𝘁𝗵 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟲, 𝘁𝗮𝗸𝗶𝗻𝗴 𝗽𝗹𝗮𝗰𝗲 𝗼𝗻 𝗙𝗿𝗶𝗱𝗮𝘆 𝟲 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿.

With a growing presence in Bath and the wider South West, we're proud to support an event that celebrates the people, projects and organisations helping shape the region's thriving property sector.

The Bath Property Awards recognise excellence across Bath's property industry, celebrating outstanding residential, commercial and civic projects, as well as the professionals, businesses and teams behind them. The awards shine a spotlight on innovation, quality and the contribution the property sector makes to the city and surrounding area.

🏆 Nominations close on Thursday 10 September, so there's still time to put forward your project, team or organisation for recognition.

To enter, submit your nomination here: https://bathpropertyawards.co.uk/nominate

We look forward to celebrating the achievements of Bath's property community and meeting the individuals and businesses driving the region forward.

01/09/2026

𝗔𝗻𝗼𝘁𝗵𝗲𝗿 𝗲𝘅𝗰𝗶𝘁𝗶𝗻𝗴 𝗺𝗶𝗹𝗲𝘀𝘁𝗼𝗻𝗲 – 𝗖𝗮𝗿𝗹𝗲𝘁𝗼𝗻 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝘀 𝗻𝗼𝘄 𝗽𝗮𝗿𝘁 𝗼𝗳 𝗟𝘆𝗻𝗰

Based in Belfast and established in 1968, Carleton Financial Planning has more than 50 years’ experience providing independent financial advice to individuals, business owners and corporate clients. The firm has built long-standing relationships through professional, conscientious advice tailored to each client’s goals and circumstances.

Its expertise spans retirement and pension planning, investments, personal and corporate protection, Inheritance Tax and wider tax planning, trusts, estates and general financial planning.
Joining Lync brings together Carleton’s trusted relationships, established presence in Belfast and considerable financial planning experience with Lync’s wider support, resources and shared expertise. Most importantly, clients will continue to receive the personal service and high-quality advice they value.

We’re pleased to welcome John Bamber MBE, Patrick Robinson, Alex McKilligan and the wider Carleton team to Lync, and look forward to building on the strong foundations they have created.

03/08/2026

𝗜𝗻𝗵𝗲𝗿𝗶𝘁𝗮𝗻𝗰𝗲 𝗧𝗮𝘅 𝗶𝘀𝗻’𝘁 𝗷𝘂𝘀𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝘃𝗲𝗿𝘆 𝘄𝗲𝗮𝗹𝘁𝗵𝘆 𝗮𝗻𝘆𝗺𝗼𝗿𝗲

With thresholds frozen and estate values rising, more families are being pulled in – often without realising it.

Whole of life assurance can help create a known pot of money to cover an IHT bill. It can also give your loved ones time and flexibility when they need it most.

But it needs careful structuring – and regular review.

Read more about how it works: https://lyncwm.co.uk/whats-the-role-of-whole-of-life-assurance-in-inheritance-tax-iht-planning/?utm_source=facebook&utm_medium=organic social&utm_campaign=inheritance tax planning

29/07/2026

𝗬𝗼𝘂𝗿 𝗤𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗔𝗱𝘃𝗶𝘀𝗲𝗿 𝗨𝗽𝗱𝗮𝘁𝗲 𝗶𝘀 𝗻𝗼𝘄 𝗮𝘃𝗮𝗶𝗹𝗮𝗯𝗹𝗲!

This edition includes a market update from Rockhold Asset Management, a mid-year financial check-up, and practical guidance on topics like balancing summer spending, planning for long-term financial freedom, family-friendly financial support, and estate planning.

Designed to help clients stay informed, make confident decisions, and keep their long-term goals on track.

👉 Read the full update here: https://lyncwm.co.uk/q2-2026-quarterly-adviser-update/?utm_source=facebook&utm_medium=organic social&utm_campaign=quarterly adviser q2 2026

13/07/2026

𝗟𝗶𝗳𝗲 𝗱𝗼𝗲𝘀𝗻’𝘁 𝗮𝗹𝘄𝗮𝘆𝘀 𝗴𝗼 𝘁𝗼 𝗽𝗹𝗮𝗻 – 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻 𝗰𝗮𝗻 𝗵𝗲𝗹𝗽 𝘀𝗼𝗳𝘁𝗲𝗻 𝘁𝗵𝗲 𝗶𝗺𝗽𝗮𝗰𝘁

The challenge? Knowing how much cover is enough.

Our guide breaks it down into simple questions – so you can review what you have and what you might need.

https://lyncwm.co.uk/financial-protection-questions-that-can-help-you-understand-your-cover-needs/?utm_source=facebook&utm_medium=organic social&utm_campaign=financial protection

19/06/2026

𝗬𝗼𝗿𝗸𝘀𝗵𝗶𝗿𝗲 𝗥𝗼𝘀𝗲 𝗶𝘀 𝗻𝗼𝘄 𝗽𝗮𝗿𝘁 𝗼𝗳 𝗟𝘆𝗻𝗰 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁

This is an exciting step for both businesses – bringing together Yorkshire Rose’s trusted relationships and expertise with Lync’s wider support, shared capabilities and long-term vision.

Most importantly, it strengthens our ability to continue delivering the high-quality, personal service clients value, while building for the future together.

We’re delighted to have the team on board and look forward to what comes next.

11/06/2026

🧭 Those final years before retirement really matter.
✔️ This free guide walks you through the key things to review. So, you’ll have a clearer plan for when you get there.

➡️ Download: https://lyncwm.co.uk/wp-content/uploads/2026/01/Why-the-last-Five-years-before-you-retire-are-the-most-important.pdf?utm_source=linkedin&utm_medium=organic social&utm_campaign=why the last five years before you retire are the most important

11/06/2026

When markets wobble, it’s tempting to react.
In our guide, we help you understand why staying invested often matters more than trying to ‘time the market’. 📈

Download your free guide: https://lyncwm.co.uk/wp-content/uploads/2026/01/The-importance-of-remaining-invested.pdf?utm_source=facebook&utm_medium=organic social&utm_campaign=the importance of staying invested

*Investments carry risk

Address

1 Angel Court
London
EC2R7HJ

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm
Saturday	9am - 5pm
Sunday	9am - 5pm

Telephone

+441565658840

Website

http://www.lyncwm.co.uk/

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28/09/2026

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04/09/2026

01/09/2026

03/08/2026

29/07/2026

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19/06/2026

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