DigitalCFO Newsroom | 14 March 2022
Being amongst the top trusted financial advisory firms in Singapore, Synergy Financial Advisers is the first independently owned local financial advisory firm to achieve a merger in the market. The merger of Synergy and Linc Financial represents the partnership of two independently owned firms joining forces to work as a combined entity.
The merger is set to strengthen processes in Synergy and achieve greater economies of scale. Since its establishment in 2014, Synergy has been recognised as one of the region’s fastest-growing financial advisory firms for curating unique solutions to help its clients achieve financial success. With a dedicated team of over 300 advisers, Synergy invests heavily in them by emphasising the training of both new and experienced advisers to hone their financial guidance and client management competencies.
Sharing insights into the merger, Synergy’s Chief Executive Officer, Adrian Peh, said: “On behalf of the team at Synergy, we are pleased to welcome Linc Financial to the team. With Linc Financial’s capabilities combined with Synergy’s financial advisory technological tools, we believe this merger will further value-add our clients. We believe this partnership will serve as a benchmark and a welcome mat to like-minded entrepreneurs and leaders who want to work together to unleash their potentials and possibilities.”
Linc Financial prides itself on providing holistic solutions to its clients through understanding key market needs. Built upon its advisers’ collective experience in the design, execution, and review of Personal and Corporate Solutions, the firm is adept in crafting tailor-made solutions for clients.
Warwick Young, Chief Executive Officer of Linc Financial, said: “As a client first, people-driven, and solution-focused advisory, we believe that Linc Financial’s values very much align with Synergy’s commitment to continually strive for progressiveness and reliability, through its diligent investment in the training of its advisers.”
On 31 January 2022, the merging exercise was completed with Linc Financial’s representatives transferred to Synergy.
To date, Synergy is proud to be the only financial advisory firm in Singapore to be awarded and certified with the Singapore Quality Class (SQC) Star with People and Innovation, ISO 9001, ISO 27001, Data Protection Trustmark, and the SkillsFuture Employer Awards. Over the years, Synergy has expanded its regional footprint with affiliates in the neighbouring countries, including Labuan, Malaysia.