Latest acquisition boosts financial planning firm assets under advice to £800 Million

03/06/2024
Left to Right: David Neely and Andrew Dines (AAB Wealth)

AWARD-winning chartered financial planning firm, AAB Wealth, has today announced the acquisition of Synergy Financial Planning, based in Bishopbriggs, Central Scotland.

Having experienced year-on-year growth since the firm was established in 2011, following this latest acquisition, AAB Wealth will have assets under advice (AUA) in excess of £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, commented: “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.”

David Neely, owner and Financial Planner at Synergy Financial Planning added: “This is a truly exciting next chapter for our team and clients. Synergy and AAB Wealth have the same ethos.   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 Financial Planning clients will be seamless, as both of our firms utilise the same platforms and systems to support clients to achieve their financial goals.”

The team from Synergy Financial Planning will join AAB Wealth with immediate effect and will remain based in their office in Bishopbriggs.

This marks the second acquisition for AAB Wealth following the announcement of Kilkee Financial Planning in January 2023. AAB Wealth was awarded the PFS Financial Planning Firm of the Year accolade for 2023, and has recently been announced as a VouchedFor top-rated firm for 2024.

The latest stories