June 14, 2024
Finance

AAB Wealth acquires Synergy Financial Planning


Financial planning firm AAB Wealth has acquired of Synergy Financial Planning, based in Bishopbriggs.

This latest deal brings its assets under advice to in excess of £800m. The combined team of 37 will be spread across Scotland, England and Northern Ireland.




Synergy Financial Planning is led by David Neely and supports around 200 families across central Scotland.

Andrew Dines, head of AAB Wealth, commented: “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 him and his team to AAB Wealth to continue delivering the very best financial planning advice for our clients.”

Neely added: “Developing long-lasting relationships which deliver the best outcomes in helping our clients to get the most out of life lies at the heart of what we do.

“The transition for Synergy clients will be seamless, as both of our firms utilise the same platforms and systems to support clients to achieve their financial goals.”

Synergy staff will join AAB Wealth with immediate effect, but will remain based at their office in Bishopbriggs.

This marks the second acquisition for AAB Wealth, following a deal for Kilkee Financial Planning in January 2023.



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