Reflection.
Momentum.
In life, it’s all about balance.
Reflection.
Momentum.
In life, it’s all about balance.
Proven advice, tailored to you.
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
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.
- We are...
- Open in our approach
- Positive in our mindset
- Meticulous in our delivery
Tap into a wealth of experience
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.
- We are...
- Open in our approach
- Positive in our mindset
- Meticulous in our delivery
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
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.
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.
TAX PLANNING
Smart strategies to help you save for years to come
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.
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?
- Excellence Maintained
- High Standard Qualifications
- Ethical
- Best Practices
- Professional Development
Flexible solutions, transparent fees.
Money matters
When it comes to financial planning, we believe best practice starts at home. That’s why we’ve adopted a competitive, tiered 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
Gain a fresh perspective on wealth management
Get in touch with our team to find out more, and schedule your complimentary discovery meeting.