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AAB Wealth marks second acquisition with Synergy Financial Planning
David Neely and Andrew Dines
AAB Wealth has acquired Bishopbriggs-based Synergy Financial Planning, taking total assets under advice (AUA) to more than £800m.
The deal combines the expertise of 37 professionals from Scotland, England and Northern Ireland, all dedicated to helping families and individuals plan for their future.
The Synergy Financial Planning business, led by David Neely, is a certified B-corp. It supports over 200 families across Central Scotland and shares the same evidence-based investment approach as AAB Wealth.
André Dineshead of AAB Wealth, commented: “Synergy Financial Planning is a fantastic addition to our expanding team.
“David has been instrumental in driving the growth of the business and his approach to financial planning and client support fits perfectly with our philosophy.
“I look forward to welcoming David and his team to AAB Wealth to continue providing the best financial planning advice to our clients.”
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 spirit. Developing lasting relationships that deliver the best results to help our clients make the most of life is at the heart of what we do.
“The transition for Synergy Financial Planning clients will be seamless as both of our companies use the same platforms and systems to support clients in achieving their financial goals.”
The Synergy Financial Planning team will join AAB Wealth with immediate effect and will remain based in its Bishopbriggs office.
This marks AAB Wealth’s second acquisition following the announcement of Kilkee Financial Planning in January 2023.