fbpx

ABOUT US

OUR VISION

Synthesis is an independent wealth management firm designed to help our clients plan for tomorrow and live for today.

We work collaboratively to help our clients make intelligent and informed decisions that enhance life’s choices. 

We value the trust our clients place in us to act as guardians over their tomorrow. 

FOUNDERS













Jonathan Barnes

Director / Chartered Financial Planner
Jonathan is a highly experienced Chartered Financial Planner. He has worked in financial services since 2005 across the South West and London.

He has a passion for building trusted, long-term, client relationships. Helping individuals make intelligent and meaningful money decisions.

Jonathan cofounded Synthesis out of a deep frustration with the way many wealth management firms simply view their clients as a commodity and fail to deliver real value. He is determined that Synthesis’ focus will always be centred on the client.
Font Awesome Icons













Samantha Skuse

Director / Financial Planner
Samantha is a highly experienced Financial Planner. She has worked in financial services since 2008 across the South West and Sydney, Australia.

She is passionate about building trusted, long-term, client relationships. Working to help clients create the future they are aiming for.

Through recognising all clients have differing needs this drove her to cofound Synthesis. A firm that is client centric and that provides bespoke solutions aligned with each individual.
Font Awesome Icons

OUR TEAM













Kat Mock

Head Paraplanner
Kat has worked in the financial services industry for fifteen years. She has worked alongside financial planners in various roles. Since becoming a paraplanner in 2010, Kat has become a Fellow of the Personal Finance Society and is a member of the PFS Paraplanner Panel.

She was very proud to be awarded Paraplanner of the Year 2017 by the Professional Paraplanner magazine and Paraplanner of the Year 2019 by the Chartered Institute for Securities & Investment.

Kat prides herself in providing a personal, incredibly detailed and bespoke paraplanning support to our clients.

OUR VALUES

WE LISTEN

Our approach to wealth management listens to you – your situation and aspirations.

APPLY INTELLIGENCE

We visually project your finances over time using sophisticated wealth planning tools.

We illustrate the impact and benefits our personalised strategies can provide. Embracing new technologies, we strive to identify efficiencies that will benefit you.

INTEGRITY

Always acting in your best interests. We work flexibly alongside life’s ebbs and flows and understand unexpected events can occur. This is why we make ourselves available when you, your family or your business need us.