AAB Wealth, which has offices in Leeds, has acquired central Scottish Synergy Financial Planning.
The move means AAB Wealth will have assets under advice of more than £800 million. The combined team of 37 are spread across Scotland, England and Northern Ireland, all of whom are dedicated to helping families and individuals plan for their future.
The Synergy Financial Planning business led by David Neely, supports over 200 families across Central Scotland and shares the same evidence-based approach to investing as AAB Wealth.
Andrew Dines, Head of AAB Wealth, said: “Synergy Financial Planning is a fantastic addition to our expanding team. David has been instrumental driving the growth of the business and his approach to financial planning and client support match 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.”
