Set the right foundations.

Build something extraordinary.

Proven advice, tailored to you.

Ambitious Professionals
Entrepreneurs to established enterprises
Families through the generations
Professionals
Entrepreneurs to established enterprises
Families through the generations

We’re a boutique, independent wealth management firm, offering clients carefully tailored insight and intelligence – for more informed decision making. Whether you’re a high-achieving professional or entrepreneur optimising your personal finances, a successful business owner protecting your interests, or a family navigating the transfer of assets, we’ll partner with you to build a secure, sustainable financial future.

Tap into a wealth of experience

As a small (but perfectly formed) team, we take a highly personalised approach to wealth management – developing bespoke strategies that start with you. Your challenges. Your aspirations. Because from expanding businesses to growing families, we know that managing money can come with complexity.

With our insight and experience, you can confidently plan for tomorrow, while living for today. And when life inevitably happens, we have the agility to help you take every twist and turn in your stride.

Tap into a wealth of experience

As a small (but perfectly formed) team, we take a highly personalised approach to wealth management – developing bespoke strategies that start with you. Your challenges. Your aspirations. Because from expanding businesses to growing families, we know that managing money can come with complexity.

With our insight and experience, you can confidently plan for tomorrow, while living for today. And when life inevitably happens, we have the agility to help you take every twist and turn in your stride.

Our clients think we give a 5 star service

We’re dedicated to providing a fully managed service to each and every individual & business we work with.
To see our full reviews please click below.

Building for the long term

RETIREMENT PLANNING

Independent advice for an independent future

It’s never too early (or too late) to prepare for your retirement. No matter what stage of life you’re at, we’ll review your existing plans and help put in place a bespoke strategy to ensure you can live your retirement to its fullest.

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FINANCIAL PLANNING

Make more of what you have. And do more of what you love.

Our financial planning service encompasses everything from investment reviews to wealth restructuring. But really, it’s about giving you the tools – and the head space – to identify what’s important to you. So you can make more considered decisions about the future you want – and how you’ll get there.

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TAX PLANNING

Smart strategies to help you save for years to come

Whether it’s maximising tax relief via pension contributions, a straightforward ISA or more complex structures, like Venture Capital Trusts, our comprehensive tax planning service will help you pinpoint efficiencies and maximise opportunities. All with the peace of mind that comes from complete compliance.
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PROTECTION PLANNING

Safeguarding your future – and your family

At Synthesis, we’re in it for the long term. And that means preparing for whatever life throws our way. Critical illness cover, family income benefit, whole life insurance, business protection – we’ll take a sensitive, yet sensible, approach to preserving what matters most. Both professionally, and personally.

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RETIREMENT PLANNING

Independent advice for an independent future

It’s never too early (or too late) to prepare for your retirement. No matter what stage of life you’re at, we’ll review your existing plans and help put in place a bespoke strategy to ensure you can live your retirement to its fullest.

We are a Chartered Financial Planning Firm

What this means?

Flexible solutions, fixed fees.

Money matters

When it comes to financial planning, we believe best practice starts at home. That’s why we’ve adopted a competitive, fixed-fee structure that gives our clients transparency and parity across the board.

Ethical. In every way.

It is possible for your money to be a positive force for good. Ethical and sustainable investing allows you to make carefully considered choices about where your wealth is invested, aligned with your own beliefs. It’s a complex world continually in flux – but we’re here to help navigate it.

Good for you. Good for the planet.

We’ve partnered with Ecologi, and are working hard to offset our carbon footprint and become a climate positive workforce. This is only the start of our climate journey, and we can’t wait to share it with you.

“At Synthesis we’re passionate about mother nature. Thats why we’re committed to having a positive impact on our planet”

Jon Barnes

Latest news and insights

8 essential finance lessons you should teach teenagers as 72% say they want more financial education

How a virtual “shopping basket” is used to calculate the rate of inflation

IPCC warns tackling climate change could become impossible and identifies “significant” investment gap

Gain a fresh perspective on wealth management

Get in touch with our team to find out more, and schedule your complimentary discovery meeting.