Lync Wealth Management

What Lync Wealth Management does

Lync Wealth Management Limited is a UK-based private wealth advisory firm headquartered at 1 Angel Court, London, with a regional office in Cambridge. The firm delivers financial planning, retirement planning, career and lifestage planning, and wealth protection and growth services to affluent individual and family clients across England. It is FCA-regulated (reference 1021927) as an appointed representative of Lyncombe Consultants Limited and operates as an affiliate of 7IM, one of the world's leading wealth and investment managers, which provides institutional-quality investment management capabilities to underpin its advisory offering.

The firm was created in 2025 through the merger and rebrand of Spiritus Wealth, a family-focused Cambridge-based financial planning practice, into the Lync Wealth Management brand. The product portfolio includes the core nationwide advisory brand, the legacy Spiritus Wealth sub-brand for Cambridge clients, specialized modules for retirement and career/lifestage planning, a dedicated client portal for ongoing servicing, and a Practice Buyout Programme that enables financial advisers to acquire existing IFA practices as part of a roll-up strategy. Two undisclosed bolt-on acquisitions, Yorkshire Rose Financial Planning and Hayden Kilkelly, were completed in June 2026.

Lync generates revenue primarily through subscription/recurring advisory fees on financial planning and wealth management engagements, with pricing not publicly disclosed and bespoke engagement terms. Its go-to-market is sales-led and direct, relying on professional financial advisers engaging clients via phone (0203 949 1800), email ([email protected]), and a website contact form, supported by a digital presence on LinkedIn and a content-marketing approach through the company website. The firm is privately held, has 11-50 employees, and operates under a UK-only geographic scope with no disclosed AI/ML technology stack.

Name

Lync Wealth Management

Legal name

Lync Wealth Management Limited

Website

https://spirituswealth.co.uk

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

51–100 employees

Short description

Lync Wealth Management is a UK FCA-regulated wealth advisory firm, affiliate of 7IM, serving affluent individual and family clients nationwide with retirement, career/lifestage, and wealth protection planning. It is pursuing a programmatic IFA-practice roll-up via acquisitions and its Practice Buyout Programme.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Client/High-Net-Worth Advisory (FSAEAAAN)

akta.pro secondary industries

Discretionary Portfolio Management (DPM) (FSAAABAC), Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Wealth management advisory
• Retirement planning services
• Financial planning advice
• Wealth protection strategies
• Lifestage financial planning

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Wealth Management Advisory Services: Revenue generated through financial advisory and planning services for individual clients. Services include retirement planning, career and lifestage planning, and wealth protection and growth strategies.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Lync Wealth Management provides personalised financial advice and wealth management services to individual and family clients across the UK. Its core services encompass retirement planning, career and lifestage planning, and wealth protection and growth strategies, delivered through professional financial advisers. As an affiliate of 7IM, the firm delivers institutional-quality investment management alongside its planning advice, with clients also able to access accounts through a dedicated client portal.

Product overview

Lync Wealth Management is a unified wealth management platform that offers a comprehensive suite of financial planning services. The portfolio consists of the core Lync Wealth Management brand (a nationwide firm affiliated with 7IM), the legacy Spiritus Wealth sub-brand (family-focused planning from Cambridge), and several specialized service modules including retirement planning, career and lifestages planning, and a Practice Buyout Programme. Clients access services through a dedicated client portal. The firm is FCA regulated and targets individuals seeking financial advice across the UK.

Differentiator

Problem solved

Functional benefit

Products and services

• Lync Wealth Management Advisory Services A nationwide wealth management service delivering open and qualified financial advice and planning to individual and family clients across the UK. The service is delivered by professional financial advisers and provides clients with personalised wealth management as an affiliate of 7IM.
• Retirement Planning Services Financial planning service focused on retirement planning and retirement income strategies, designed for individuals preparing for or transitioning into retirement.
• Career and Lifestage Planning Services Financial planning service tailored to different career stages and life events, helping clients align financial decisions with major life transitions.
• Practice Buyout Programme Programme enabling financial advisers to buy into or acquire existing financial planning practices under the Lync Wealth Management umbrella.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• 7IMcoreStrategic or Co-development PartnerLync Wealth Management is an affiliate of 7IM, one of the world's leading wealth and investment managers. This affiliation provides Lync with access to institutional-quality investment management capabilities and enhances the firm's ability to deliver comprehensive wealth management services to clients nationwide.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Hargreaves Lansdown: UK's largest direct-to-consumer investment platform offering funds, shares, pensions, and savings. Adjacent rather than directly competing on advised wealth management, but competing for the same UK retail wealth flows that Lync targets.
• Rathbones Group: Listed UK wealth manager offering discretionary investment management and financial planning to private clients, charities, and intermediaries. Comparable in serving HNW individuals with holistic wealth and retirement planning, with overlapping regulatory and competitive dynamics.
• Quilter: UK wealth manager with a multi-channel advice platform (Quilter Financial Planning, Private Client Advisers). Comparable as a wealth advisory and platform provider targeting UK individuals and families for retirement and investment planning.
• Evelyn Partners: UK wealth management and professional services firm (formed via Tilney/Smith & Williamson merger) serving HNW individuals and families with financial planning, investment management, and tax services. Highly comparable in target client and service mix.
• Brewin Dolphin (now part of RBC Wealth Management): UK wealth manager providing discretionary investment management and financial planning to private clients. Comparable in client segment and wealth planning offering, though materially larger post-RBC acquisition.
• St. James's Place: UK's largest wealth manager with a partnership model serving affluent individuals through restricted financial advisers. Directly comparable in target market (mass-affluent to HNW UK families) and product offering (investment, retirement, and wealth planning), though at vastly greater scale.

Direct peers

• AFH Wealth Management: UK-listed wealth manager built explicitly through an acquisition roll-up of regional IFA firms, targeting mass-affluent to HNW clients. Closest comparable in business model and growth strategy to Lync's M&A-led expansion, though at a larger scale.
• Mattioli Woods: UK wealth manager and employee benefits adviser serving HNW individuals, professionals, and SMEs. Comparable in offering wealth planning, retirement, and personal financial advice, and has historically grown via acquisitions of small IFA firms.
• Foster Denovo: UK financial advisory group offering wealth management, financial planning, and employee benefits to individuals and corporates. Similar size and advisory-led model to Lync, competing for the same HNW and mass-affluent UK client pool.

Others

• 7IM (Seven Investment Management): Lync's parent affiliate and one of the UK's largest independent wealth and investment managers. Not a direct competitor but the closest ecosystem partner; useful for understanding Lync's product shelf, economics, and strategic positioning.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/lync-wealth-management
• Facebookfacebook.com/profile.php

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A3 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lync Wealth Management