AAB Wealth Acquires Synergy Financial Planning, Expanding Assets Under Advice to Over £800 Million

The recent acquisition of Bishopbriggs-based Synergy Financial Planning by AAB Wealth has created quite a buzz in the financial planning industry. With the total assets under advice (AUA) now exceeding £800 million, this merger brings together the expertise of 37 professionals across Scotland, England, and Northern Ireland.

Led by David Neely, Synergy Financial Planning is a certified B-corp that serves over 200 families in Central Scotland. Their evidence-based approach to investing aligns perfectly with the philosophy of AAB Wealth, making this partnership a natural fit.

Andrew Dines, head of AAB Wealth, expressed his excitement about the acquisition, praising David Neely for his role in driving the growth of Synergy Financial Planning. He emphasized the shared commitment to providing top-notch financial planning advice to clients and looks forward to the collaboration between the two teams.

David Neely, owner and financial planner at Synergy Financial Planning, echoed Dines’ sentiments, calling this new chapter an exciting opportunity for both teams and clients. He reassured clients that the transition will be seamless, as both firms utilize the same platforms and systems to support clients in achieving their financial goals.

The team from Synergy Financial Planning will now be a part of AAB Wealth, continuing to operate from their office in Bishopbriggs. This acquisition marks the second strategic move for AAB Wealth, following the earlier acquisition of Kilkee Financial Planning in January 2023.

With a shared commitment to building long-lasting relationships and delivering the best outcomes for clients, the partnership between AAB Wealth and Synergy Financial Planning is poised to create even greater value for families and individuals seeking expert financial planning advice. Stay tuned for more updates on this exciting collaboration!